[foundation-board] Next board meeting, Tuesday 8th March 1830 (GMT)

Tue Mar 8 11:23:00 UTC 2011

On 8 March 2011 11:11, Rufus Pollock <rufus.pollock at okfn.org> wrote:
> On 8 March 2011 09:53, Becky Hogge <becky.hogge at gmail.com> wrote:
>> On 7 March 2011 21:34, Rufus Pollock <rufus.pollock at okfn.org> wrote:
>>>
>>> Hmmm, It seems Xero discards urls or something similar. I've now
>>> created a 'permalink' that should definitely persist:
>>>
>>> <https://go.xero.com/Reports/report2.aspx?reportId=62563845-77d2-4e4f-9eb5-137b7d0993e2>
>
> You cannot do that from that page but from the normal 'Profit and
> Loss' page you get when you visit reports -> Profit and Loss (the
> permalinked report loses this functionality).

Great  - found it - thanks, Rufus!

I found exporting it as a .xml file made it easiest to read this view
- it certainly goes into a lot of detail, which is great.

Bests

Becky

>
> Rufus
>
>> Thanks for this - the page has some really useful functionality, like
>> clicking through the YTD figures to see all the individual invoices /
>> payments that contribute to the final figure. Great stuff.
>>
>> Clicking through the various cost bases (Consultancy general, event
>> sponsorship etc) it also looks like there's some budget functionality
>> that we could be taking advantage of, which is great news.
>>
>> But can you give me a tip of how to break figures down by projects?
>> It's not obvious to me from the page...
>>
>> Thanks
>>
>> Becky
>>
>>
>>
>>>
>>> That said the link straight through to P&L from main Xero dashboard is
>>> better as it gives the option to break down by projects which is quite
>>> useful (no way to get this in an exported report I believe).
>>>
>>> Happy to produce a PDF still if people want but I personally think
>>> looking in xero is much better as you can click through on items to
>>> look at underlying transactions, add notes etc etc.
>>>
>>> Rufus
>>>
>>
>
>
>
> --
> Co-Founder, Open Knowledge Foundation
> Promoting Open Knowledge in a Digital Age
> http://www.okfn.org/ - http://blog.okfn.org/
>