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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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    Katherine Adey commented  · 

    Yes definitely - It is essential to analyse client's profit margins - especially when dealing with lots of products and services for each client.
    If all costs are logged correctly against the client - which they are - and we know their revenue - It should be relatively simple to produce a list of clients with their gross profits.
    We can then target sales towards the most profitable clients
    At the moment it has to be done manually

    Katherine Adey supported this idea  · 

  2. Quotes - Title and Summary to flow through to Sales Invoices

    225 votes

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    119 comments  ·  Invoices & quotes » Quoting  ·  Admin →
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    Not in pipeline  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, we acknowledge your strong interest in this feature, and how enabling 'Title' and 'Summary' fields from a Quote to automatically carry over when you convert it to a Sales Invoice would add more context for your customers.

    In lieu of this feature directly, to include this information on your invoices you could currently copy & paste as a description only line within your invoice, or copy into the contents of your email when sending the invoice.

    However, we understand this is an extra step that you'd like to eliminate to improve work flow and consistency between quotes and invoices.

    We want to be transparent about the current situation. While we appreciate all your feedback and the detailed explanations of how this impacts your businesses, there are no plans to develop this idea at this time.

    Katherine Adey supported this idea  ·