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  1. Sales report - By contact location

    21 votes

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    5 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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    Louise Thomas commented  · 

    Our professional indemnity insurers require an income split by state and country, surely even a search and categorise by state would not be too hard?!
    The work around I have done is create contact groups of each state, and yes go into each and every contact and allocate them to the appropriate group, and yes that is very archaic to do.

    Louise Thomas supported this idea  · 

  2. Branding - Links to Invoices from custom DOCX Statements

    45 votes

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    submitted  ·  13 comments  ·  For small businesses » Settings & user roles  ·  Admin →
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    Louise Thomas supported this idea  · 
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    Louise Thomas commented  · 

    Considering how bad the standard statement layout is, it is not good enough that it can't be put into a custom statement. Surely this is not hard, just Xero providing the custom field code?!