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7 results found

  1. Reporting - Filter the Profit and Loss by Contact

    59 votes

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    20 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Accepted  ·  AdminAnis Anuar (Admin, Xero) responded

    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.

    Aaron Goodrum supported this idea  · 

  2. Sales Invoice | List view - Filter by Contact Group

    15 votes

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    submitted  ·  8 comments  ·  Invoices & quotes » Invoicing  ·  Admin →
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    Aaron Goodrum commented  · 

    Must have feature.

    Aaron Goodrum supported this idea  · 

  3. Receivable Invoice Summary Report - Group by Contact group

    6 votes

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    submitted  ·  2 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Aaron Goodrum commented  · 

    Must have feature. Wake up Xero!!

    Aaron Goodrum supported this idea  · 

  4. Contacts - Import with contact Group

    128 votes

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    submitted  ·  50 comments  ·  Contacts & files » Contact  ·  Admin →
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    Aaron Goodrum supported this idea  · 

  5. Contacts - Ability to search group

    15 votes

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    submitted  ·  4 comments  ·  Contacts & files » Contact  ·  Admin →
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    Aaron Goodrum supported this idea  · 

  6. Reporting - By Contact Group

    12 votes

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    3 comments  ·  Reports & tax » Reporting  ·  Admin →
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    Aaron Goodrum supported this idea  · 

  7. Contacts - Export contact group

    53 votes

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    submitted  ·  25 comments  ·  Contacts & files » Contact  ·  Admin →
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    Aaron Goodrum supported this idea  · 
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    Aaron Goodrum commented  · 

    This is a must have feature. I can't believe Xero don't already have it. Quickbooks have this feature and I thought it would be standard.