Skip to content
← Share and support customer ideas for Xero

Settings and activity

1 result found

  1. Sales report - By contact location

    16 votes

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close

    We’ll send you updates on this idea

    3 comments  ·  For small businesses » Accounting features  ·  Admin →
    How important is this to you?

    We're glad you're here

    Please sign in to leave feedback
    Signed in as (Sign out)
    Close
    Close
    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. 

    An error occurred while saving the comment
    Katie Quinn commented  · 

    Even though I moved to NYS 10 years ago I still have pay state income tax to California because I set up my business there. I need to be able to report how much of my income was generated by CA each year at tax time. It would be incredibly simple to add in a feature that can let me filter/search for CA invoices by year or quarter. Please build this feature!

    Katie Quinn supported this idea  ·