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  1. Reporting - Profit by Contact

    20 votes

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    9 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Not directly within the Profit & Loss report, however there are a couple of options that you could find handy -

    As inventory was mentioned - Smart lists that can be run within Contacts could enable you to view segment and view customers based on purchases, payments and locations within a period.

    Alternatively, we've made a lot of improvements to Xero's newer reports and you could view the top 10 customers in a graph and their spending with you on the Income by Contact report.

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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

    11 votes

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    submitted  ·  5 comments  ·  For small businesses » Accounting features  ·  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  ·