Direct Costs =
Total Cost of Sales, as per the Profit and Loss report.
% change =
( selected period - comparison period ) / comparison period x 100%
DATA SOURCE - Xero Profit and Loss report:
- All reconciled Cost of Sales to date including all Direct Cost accounts.
Revenue for the selected month / quarter:
| Aider amounts | Xero data source: Reports - Profit and Loss |
|
| Total for selected month / quarter | Amount from Xero (Box 1) |
Date range: Last month / quarter OR Custom date range (selected month / quarter) |
| % change vs same month / quarter last year | Calculated based on Xero amounts. (Box 1 + Trends paragraph 1) |
Compare with: 1 year |
| % change vs prior month / quarter | Calculated based on Xero amounts. (Trends paragraph 1) |
Compare with: 1 month / quarter |
Revenue for financial year to the selected month / quarter:
| Aider amounts | Xero data source: Reports - Profit and Loss |
|
| Total for FY to selected month / quarter | Amount from Xero (Box 2) |
Date range: Custom date range (This financial year > change end date to end of selected month / quarter) |
| % change vs same period last year | Pre-calculated for you based on Xero amounts. (Box 2 + Trends paragraph 2) |
Compare with: 2 years |
| % change vs same period 2 years ago | Pre-calculated for you based on Xero amounts. (Trends paragraph 2) |
Compare with: 2 years |
FAQ’s:
Q: What is the total Direct Costs figure made up of?
A: Revenue = Other Income + Revenue + Sales accounts from the Xero chart of accounts
Q: Why doesn’t the data match the client’s Total Cost of Sales?
A: We pull data directly from the monthly and financial year Profit and Loss report and related Direct Costs account types overnight. If data has just been updated in the Xero file, please resync the client to update the data in Aider by clicking 
.
Q: Why does the reconciliation status show an Unreconciled alert when the file is up to date?
A: We pull Xero data overnight and if data has been recently reconciled, then please resync the client to update the data in Aider by clicking .
Q: Can I exclude some Direct Costs accounts from the total Direct Costs for a client?
A: Not currently. But this is something we are working on and will build in future.