Settings and activity
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Hi team, returning to the idea here I'd also like to highlight the Income and Expense by contact report which can be run for a date range and with comparative columns. You'll also find you can drill into the figures of the report to view all transactions that make up the total for that contact.
Alternatively, there is the Receivable and Payable Invoice Summary reports that can be filtered for the transaction types you'd like to see and grouped by Contact.
Is there anything missing from these reports that you'd need to get the view you're after here?
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Is there any update on the report mentioned within this thread? This is a standard required report for annual auditing purposes and I can now see this is going to take ages to produce by having to trawl through individual accounts. Xero please can you look at introducing this report function. Thank you.