Sales report - By contact location
It's unfathomable to me that it is not possible to do something as simple as output sales by state or by province or by country or by city. These are discreet fields in Xero and we ought to be able to filter a sales or P&L report to just include sales for some regions or to summarize by state or country. Right now all I can do is export all transactions and run everything through excel, which is not the way this should work. Thanks.
Paul Richardson
shared this idea
Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present.
From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based.
-
Louise Thomas
commented
Our professional indemnity insurers require an income split by state and country, surely even a search and categorise by state would not be too hard?!
The work around I have done is create contact groups of each state, and yes go into each and every contact and allocate them to the appropriate group, and yes that is very archaic to do. -
Isaac Wren
commented
This is a high priority functionality for my clients, who work in several states and are approaching economic nexus. In order to correctly collect and remit sales tax to those states we must be able see when the nexus thresholds have been reached.
The Contact's Smart Lists feature is a barely usable work-around in this case as it does not show total income, nor does it allow us to filter by specific dates, instead only allowing a certain lookback period which doesn't necessarily align with state's fiscal dates. For the purpose of Nexus we can only use smart list to generate a list of customers who need to be reviewed, but we still need to manually open each customer record filter by relevant dates and then manually total income, transaction by transaction, in a separate spreadsheet.
A country/state/zip code filter available in the P&L would be a perfect solution for our needs.
-
Emily Marston
commented
We have a non-sales tax service. We travel to various states to perform this service on-site. I need to run a report of revenue by state for annual state filings.
-
Katie Quinn
commented
Even though I moved to NYS 10 years ago I still have pay state income tax to California because I set up my business there. I need to be able to report how much of my income was generated by CA each year at tax time. It would be incredibly simple to add in a feature that can let me filter/search for CA invoices by year or quarter. Please build this feature!
-
Lori Butler
commented
We absolutely need a report of specific income accounts by city, state, and country. Just today our CFO asked for this report. Furthermore, State field should default to USPS standard two characters. Allowing users to type in full names, two letter codes, or any other abbreviation also creates huge issues with reporting.