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  1. Reporting - Filter the Profit and Loss by Contact

    41 votes

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    submitted  ·  14 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elan Mansur commented  · 

    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.

    Elan Mansur supported this idea  · 

  2. Reporting - Customer Profit & Loss and Budget Variance

    5 votes

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    submitted  ·  2 comments  ·  For small businesses » Accounting features  ·  Admin →
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    Elan Mansur supported this idea  ·