Expenses by Account then Contact (or visa versa)

Hi,
Is there a DataDear template that can subtotal xero expenses by account and contact, by month?
Ideally account first then contact, but the other way would also be useful.
Thanks,
D.

Hi @DavidDD,

Thank you for getting in touch.

We currently do not have a template ready to use that offers this.

However the Accounts transactions report allows user to pull through all the accounts transaction and contacts related to these transactions. I believe you should be able to build the desired report using this data table.

To pull through the contacts make sure to tick the box in the criteria window “Get contact details”

Hope this helps and please let me know should you require anything further.

Regards,

David