Settings and activity
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59 votes
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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Ann Marie Guinan
supported this idea
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Within our Xero platform, we have "Sales/Contacts" which are contacts which we invoice. Outside of Xero, we report on the figure of the invoice vs a budget amount.
Ideally we would like one view of what what invoiced vs the budget created.
We have used the budget against the P&L but we need to budget against individual "Sales/Contacts".