Purchases overview - Filter by tracking
My company operates from multiple sites. Would like the ability to customise the purchase overview page, so you can filter on the sites
Liz Verbeken
shared this idea
Hi team, returning to the idea here, while not available in the Purchase overview I'd like to highlight Profitability Visualisations within Xero Analytics which may provide the information you're looking for here, including the ability to filter by Tracking.
As an example,you could explore Expenses, and use the Filter to drill into just looking at the Tracking options you're interested.
You'll find if you hover over the results of your graph you can get a quick pulse on the Trends, Top transactions, and Top Contacts that make up the results.
It'd be great to hear if this solves for your needs here.
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RESI Accounts
commented
absolutely agree, this would be a game changer for our business too!