Xero - beautiful accounting software

Xero Business Community

Xero Business Community

Hi everyone, Come on over to the new discussions in Xero Central. It’s a more intuitive way to connect and chat all things business with one another. Ask questions, dish out answers, and get involved.

You can still view topics in the Xero Business Community to see all the useful knowledge that’s been shared there; and you can restart conversations you feel have been of huge value to you on Xero Central.

If you have brilliant ideas for innovations, you can keep on adding feature requests in the Xero Business Community, and voting on existing requests. There’s more in store, as we come up with the best way to take on your thoughts and share developments
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  

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