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  1. Reporting - Filter the Profit and Loss by Contact

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Ann Marie Guinan commented  · 

    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".

    Ann Marie Guinan supported this idea  ·