Generate reports by using specific identifiers in the "reference field"
As a building business it would be nice to ascertain the costs of a specific build/client to ensure the company is on track with profit/loss per project.
When I started out in Xero, and when all purchases were been entered in as drafts, when a certain reference was entered, such as the client name or job number, a running total was always displayed as to how much was spent on a particular build/client.
Ironically once the purchases were approved and/or paid, upon typing the same specific reference, would no longer provide a tally or what was spent, to be paid or in drafts against the reference endtered etc...
Such a feature would be extremely beneficial, as each of our clients can generate up to 200 invoices across all sorts of suppliers that we pay in costs associated with a specific build.
The only other option now is to manually enter the data as we go into a spreadsheet to manually calculate, resulting in processing that could be avoided. The system appears to be capable in providing the data when in drafts, but once approved or paid, will bring up pages of bills associated, so why is it no longer available?
Totals should continue once paid, to be paid. It should be able to give the total spent, etc... total awaiting payment, and totals in drafts.
Understandably, it would be key in ensuring your referencing was adequate to be able to generate the correct data, however if you can generate a report/list of relevant invoices, please continue to supply the associated totals applicable to the status of the purchases captured under the reference entered