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2 results found

  1. Reporting - Contact Spend & Revenue Analytics

    Easy way to see total money spend or money received for a contact for a set date range (year to date, this month, custom range). Ideally, be able to track this vs other contacts in the dashboard, eg, highest spending customer, most important suppliers etc. All the data is there but currently requires creating a report or exporting to a spreadsheet which is counterproductive. Really surprised it’s not a feature already to be honest as I was doing this in spreadsheets before migrating into Xero.

    1 vote

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    0 comments  ·  Contact  ·  Admin →
    Feedback  ·  AdminSonal Pamnani (Admin, Xero) responded

    Hi Adam, thanks for sharing this idea. We appreciate you explaining how contact spend and revenue analytics could help track key business relationships more efficiently.

    ⭐️ While we don’t currently have a dashboard view for this, you could run reports like Contact Transactions Summary, Contact Cash Activity, Customer Invoice Activity or Supplier Bill Activity, and compare results using Income and Expenses by Contact. Another important thing to note, spend & receive money vs bills & invoices are different types of transactions. If you require further assistance with this please do not hesitate to reach out to our support team. Make sure you reference this idea when you do! ☺️

  2. Country

    When adding new contacts, we are forced to have the Country added. 100% of contacts we enter this is manually removed. This should not be necessary as I feel a majority of used would only be sending (If Posting) items to the country they are in.

    Maybe this could be changed to either NOT included or included? Or just not included at all.

    1 vote

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    0 comments  ·  Contact  ·  Admin →
    Feedback  ·  AdminHaroon Subhani (Admin, Xero) responded

    Hi Murray, we'll need some more detail for your post to be considered as an idea here regarding which particular field are you talking about when adding a new Contact in Xero.

    This will help others in community know what they're voting for, and ensure we can get your idea to the right people in product for consideration.

    If you'd like to update your idea, you can reply to this update and we'll re-review - See more details on the qualities of a good idea on Xero Central.

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