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  1. Monthly Total Invoiced Amount per contact

    3 votes

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    0 comments  ·  For accountants & bookkeepers » Contacts & communication  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Rhys, while not from the contact's record you can run the Receivable Invoice Summary report with a few filters to get what you need here.

    If you Group by Contact and Filter by Approved you'll be able to see the invoices and a summary per Contact. If this is a report you'd want to view often, you could save as Custom to quickly access this anytime.

    Ifan Vaughan supported this idea  · 

  2. bank rec

    2 votes

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    0 comments  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Ifan Vaughan shared this idea  ·