Skip to content
← Share and support customer ideas for Xero

For small businesses

For small businesses

Categories

(thinking…)

Enter your idea

(thinking…)

Enter your idea and we'll search to see if someone has already suggested it.

If a similar idea already exists, you can support and comment on it.

If it doesn't exist, you can post your idea so others can support it.

Enter your idea and we'll search to see if someone has already suggested it.

  • Hot ideas
  • Top ideas
  • New ideas
  • My feedback

2 results found

  1. 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

    2 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    1 comment  ·  Business features  ·  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. 🙂

  2. Quotes - Feature to hold Supplier Quotes

    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.

    1 vote

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    0 comments  ·  Business features  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    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.

  • Don't see your idea?