Joiin automatically imports Tracking Category data from Xero, so it's easy to get a consolidated Profit & Loss broken down by Category, Class, Location or Department.
The report filters sit together in one box at the top of the report: Companies, Currency, Report period and Eliminations.
1. Open the Profit & Loss report from the Financials menu.
2. In the report filters box at the top of the report, click Report period. This box also holds Companies, Currency and Eliminations.
3. Choose your report dates, either from Common formats or by setting the Start and End dates.
4. Under Compare, select by Category/Class/Location.
5. In the Category dropdown, choose Categories.
6. Use the Options dropdown to choose which Classes to include in the report.
7. Click Apply Changes to run the report.
Any values not tagged with a Category will appear in an Unassigned column at the end.
If you also have QuickBooks Classes or locations, you can combine category options with QuickBooks Classes or Locations when you run a report across a Xero and a QuickBooks company.
Optional extras
- To add a % Split, Total or Average column across your Classes, open the Columns menu above the report.
- To download the report to Excel or print it, open the Export menu at the top right.
