Settings and activity
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20 votes
Not directly within the Profit & Loss report, however there are a couple of options that you could find handy -
As inventory was mentioned - Smart lists that can be run within Contacts could enable you to view segment and view customers based on purchases, payments and locations within a period.
Alternatively, we've made a lot of improvements to Xero's newer reports and you could view the top 10 customers in a graph and their spending with you on the Income by Contact report.
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Elan Mansur
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5 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.