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Community > Accounting >

Adding sub categories to a client

Started by Suzanne Millington -   in Accounting

Can someone tell me how we can add sub categories to a client so that we could do a statement for a particular file reference?
Not sure what you mean by file reference. However it is possible to filter the detailed aged receivables report by Xero’s invoice reference (if the references have something in common).
 

John Knight  

We have lots of different clients that have different cases with us. Sometimes they ask us to just do a statement for one case. I wanted to know how to add the file references below the client to enable us to do a statement for one particular case.

hope that makes more sense?
 

Suzanne Millington  

Hi
How is this case reference recorded in Xero?

Every sales invoice in Xero has a number and a separate reference so the case reference could go there. That would allow you to filter reports by reference.

Or you could have a tracking categories for cases, though you may limited by the number of categories Xero allows.

Another option might be to have each case set up as the (client) contact and then add all the cases for the same client to a contact group.

Also the projects module in Xero might be of use if the business needs to report on income and costs by case.
 

John Knight