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59 votes
Hi everyone, thanks for being a part of the conversation on filtering Profit and Loss reports by contact. We understand how this could make digging into profitability a bit easier.
There is currently the Income & Expenses by Contact report that’ll show where you’ve incurred expenses or received income or funds for each contact. You could also Group or Filter this report by contact with the ability to drill down to the transactions related to each amount.
Alternatively, some people in the discussion have also kindly shared their method which may help others.
Our product team has reviewed this idea, and while this may be a development we consider in the longer term it isn’t roadmapped at this stage. We’ll continue to keep an ear on the ground here and share if there are any updates.
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Elan Mansur
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6 votesElan Mansur
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Considering XERO allows us to allocate expenses to a customer, it's appaling that we cannot use that data.
I have a workaround that can work for some people, but it has limitations.
MENU > ACCOUTING > ADVANCED > TRACKING CATEGORIES.
Create a few categories. In my case I wanted to track profitability for certain types of clients. Ideally per client, but at least as a group it would help.
I created a category for that client type (e.g. Private Label Client). For costs relating to that client type, in the purchase invoices (per expense line), you add the category. You have to do the same per sales invoice per line. You can then open a Profit & Loss statement and filter by the category. Annoying, but it gets you profitability by groups. Hope thats helpful.