Receivable Invoice Summary Report - Need ability to Sort by Gross Amount
We recently converted from Quickbooks Desktop and are trying to reproduce a "Sales by Customer" Report that is sorted by gross invoice amount. In Xero, I can click on the column header to accomplish this, but when I save the draft report or export to PDF, the sort order is not maintained. I would like the ability to change the report format to maintain the sort order after saving.
Paul Granier
shared this idea
Thanks for confirming, Paul and apologies it's taken a little time to round back to your message. We have another idea that you may like to join for filtering the report by contact group.
With the request around bad debts - is there a particular way you are handling these in Xero atm?
Potentially adding Payments/Credits column to the report will help with this? This way when you run the report you could then re-order by the Payments/Credits column to view those that have paid the most > least.
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Paul Granier
commented
Thanks! That definitely helps solve that issue. :)
It would also be great, if the following capabilities were available:
- include ability to summarize by group when customers are within a group. We have multiple customers that are tracked by department and on this report, we want to see the total sales by customer, not by department within a customer group. The way it worked in Quickbooks is that you would see the group amount and then indented would be the department detail. This is a pretty big deal and is requiring me to create two reports to get everything that I need for sales reporting. One report being top sales and the other being Sales by Customer Group. It would be ideal to see all of this information in one report like I could get from Quickbooks by default.
- include ability to customize the filter with the Top Customers format. It worked great for the most part with the default filters, but bad debt amounts are showing in the report and it would be ideal to exclude those bad debt amounts.