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  1. Reporting - Filter the Profit and Loss by Contact

    59 votes

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    20 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.

    There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.

    Alternatively, some people in the discussion have also kindly shared their method which may help others.

    Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.

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    Ian Moss commented  · 

    In a product sales business (with Tracked Products), it's essential to be able to know the profit by customer. Why is it not considered a high priority to have this report?

    Ian Moss supported this idea  · 

  2. Reporting - Ability to set a Default Date for reports

    12 votes

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    submitted  ·  6 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Ian Moss commented  · 

    Ideally we could have a pre set "rolling 12mths" ie the 12mths prior to today.
    Or maybe another option for prior12 whole months

    Ian Moss supported this idea  ·