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

    2 votes

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    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. 🙂

  2. It would be really useful to be able to put my supplier quotes on to Xero as some of my jobs have numerous quotes from different suppliers. It would make it easier to compare them and then generate our own quotes to our customers from these.

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    Hi Zoe, as mentioned in my last update in Xero you can enter purchase orders as a means to record a quote you've received from a supplier. Once confirmed with your customer you could delete the unneeded purchase orders and create a quote for your customer, or Copy the purchase order to a draft invoice.

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