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  1. Sales report - By contact location

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    3 comments  ·  For small businesses » Accounting features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi team, while not a fully fledged report you may find Smart Lists within a contact useful at present. 

    From Contacts you can set up and get a list of customers that meet certain rules that you've set up - such as 'Location' is and setting this to one or more locations your customers are based. 

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    Lori Butler commented  · 

    We absolutely need a report of specific income accounts by city, state, and country. Just today our CFO asked for this report. Furthermore, State field should default to USPS standard two characters. Allowing users to type in full names, two letter codes, or any other abbreviation also creates huge issues with reporting.

    Lori Butler supported this idea  ·