Settings and activity
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63 votes
Charlotte Ing
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52 votes
Thanks for your feedback, Karen. 🙏
So others in the forum understanding what they're specifically adding their support for I've adjusted the title to reflect your first idea for filtering the Profit & Loss.
History of project activity is quite a different ask - we have an idea for recording history for all user activity that you may like to support and share in too. 🙂
Charlotte Ing
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19 votes
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.
An error occurred while saving the comment Charlotte Ing
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5 votesCharlotte Ing
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51 votesCharlotte Ing
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An error occurred while saving the comment Charlotte Ing
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Tracking category defaults that can be linked to products and services or nominal codes. Currently Xero allows a customer or supplier to be linked to a tracking category however if using tracking categories for different areas of the business then a customer may purchase from different areas of the business therefore it would be helpful to have a product/service or nominal that could be defaulted to a tracking category.
Profit and loss by contact - it would be great if the p & l could be run and filtered by contact so that all costs & income are brought up in one simple report.