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Income and Expenses by Contact report - Filter by account

Please add chart of account codes as a filter on the Income and Expenses by Contact report

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James Barrett shared this idea  ·   ·  Report…  ·  Admin →
Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi team, upon re-reviewing your idea here - while there is no filter for Account on the Income & Expenses by contact report atm, you can use the Account Transactions report to get what you're asking here.

You can select the specific accounts you'd like to view results for, Group or Summarise by Contact and add a Filter for Source to only select the transaction types you'd like to see results for.

If you find this report useful you could then Save it as custom so you can easily access it with your filters in the future. 🙂

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  • Christina Shen commented  ·   ·  Report

    The amount of the report are included invoices and Cash Received. Sometimes I need to have a report that only for certain account code of revenue.