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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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    Emily Marston commented  · 

    We have a non-sales tax service. We travel to various states to perform this service on-site. I need to run a report of revenue by state for annual state filings.

    Emily Marston supported this idea  ·