How do I show the reference field in reports

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

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,

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

Tommy