How do I show the reference field in reports

Hi Anthony,

Unfortunately, the reports are fixed and non-customisable. Can I confirm which report you're referring to?

Tommy

Hi Tommy, Thanks for the response.

I am particularly interested in the cashflow report but it would be useful to have it in the others. I have 3 properties I look after and want to be able to produce individual P&L figures for each. I know I can do this by creating 3 individual accounts for each income and expense type but it would be that much easier if I could use the reference field. If you can suggest an alternative way to manage the P&L for different properties using the existing functionality that would be great.

Thanks

Anthony

Hi Anthony,

Thank you for clarifying. Unfortunately, those reports are fixed and cannot be customised. In this case, as a workaround, you can create custom account codes under Settings and input the property name in the account. This way, it will show the income/ expenses separately on the reports.

However, we are planning to release a feature that will allow for an easier and more robust separation between properties which will be available before April 2026.

Tommy