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  1. Sales report - By contact location

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    13 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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    Katie Quinn commented  · 

    I can not believe we are still with out this functionality. It makes absolutely no logical sense given that TAX is a universal responsibility of any business. I would love to know Xero's reason for why this hasn't been addressed.
    And no, Smart Lists are not helpful!

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    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  ·