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1. Reporting - Filter the Profit and Loss by Contact

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   20 comments  ·  Reports & tax » Reporting  ·  delete…  ·  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  ·  14 January, 2023  ·  Edit…  ·  delete…

   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

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   Katherine Adey supported this idea  ·  14 January, 2023

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

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

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   While Quotes and Invoices have historically evolved separately, we’re taking a more holistic view of how these connected steps work together and where we can improve the experience. Our goal is to make it easier for customers to move from quote to invoice with less friction over time.

   We will keep you informed of any progress around this that can help solve the needs shared in this idea. Thanks

   Hi community, we want to provide an update and let you know we are reviewing these ideas and have a close eye on the support this idea continues to receive.

   We understand that for some businesses, a quote’s title and summary are important details that should carry through to an invoice, and appreciate that automating this would improve consistency and reduce manual re-entry.

   Right now, Title and Summary aren’t available fields on Xero invoices - Supporting this would first require those fields to be added to invoices, before they could flow through automatically from quotes. From there, the change also needs to be considered across a number of surfaces, such as web, mobile, imports, exports, emails, and more.

   To be transparent, this work isn’t currently on our roadmap.

   For now, we recommend manually copying these fields from a quote into the description field on a new line within the invoice.

   … more

   Katherine Adey supported this idea  ·  28 April, 2022