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  1. Sales report - By contact location

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    5 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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    Isaac Wren commented  · 

    This is a high priority functionality for my clients, who work in several states and are approaching economic nexus. In order to correctly collect and remit sales tax to those states we must be able see when the nexus thresholds have been reached.

    The Contact's Smart Lists feature is a barely usable work-around in this case as it does not show total income, nor does it allow us to filter by specific dates, instead only allowing a certain lookback period which doesn't necessarily align with state's fiscal dates. For the purpose of Nexus we can only use smart list to generate a list of customers who need to be reviewed, but we still need to manually open each customer record filter by relevant dates and then manually total income, transaction by transaction, in a separate spreadsheet.

    A country/state/zip code filter available in the P&L would be a perfect solution for our needs.

    Isaac Wren supported this idea  ·