Line Item reports let you analyse request data at the individual line level across supported workflows. You can filter, sort and export line items, customise the columns displayed, and schedule reports to be generated and delivered automatically to selected email addresses.
To access Line Item reports, select your Organisation in the main menu, then click Line item reports under Reports.
This is how you set up your own Xero Line Item report
Click on the button +New Report on the Line Item Reports page:
Select the request type for which you want to create a report and click on Next:
Specify the required report filters, then click on Next:
Activate the checkbox next to each column you want to be visible in the report, then click on Next:
Lastly, name your report by filling in the field Report Name and clicking Create:
The following options are available:
Rename the report
Export the report to a CSV file
Print the report
Schedule the report
Remove the report
Copy the report (i.e. save it as a new report)
Edit the report
Sort the information in the columns (hover over the respective column and click on the arrow):
Move columns (via drag and drop)
To apply the choices you made for the report, click on the SAVE button.
Important note: Reports are only available to users with Administrator, Workflow Manager and Auditor roles.
Supported Line Item report types
Request type | Filters | Visible columns |
Airwallex Batch Payment | Key data: Batch approval status, Batch Payment status, Creation date.
Line items data: Beneficiary, Bill currency, Contact, Due date, Fee amount, Payment amount, Payment date, Payment method, Payment status, Purpose, Source amount, Source currency, Xero bank account. | Key data: Batch approval status, Batch Payment status, Creation date, Name.
Line items data: Beneficiary, Bill, Bill amount, Bill currency, Contact, Due date, Fee amount, Fee type, Payment amount, Payment date, Payment method, Payment reference, Payment status, Purpose, Source amount, Source currency, Xero bank account. |
AP Credit Note | Key data: Contact, Creation date, Currency, Date, Status.
Line items data: Account, Amount, Item, Region, Team. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Line items data: Account, Amount, Description, Item, Qty, Rate, Region, Tax amount, Tax rate, Team. |
AR Credit Note | Key data: Contact, Creation date, Currency, Date, Status.
Line items data: Account, Amount, Item, Region, Team. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Line items data: Account, Amount, Description, Item, Qty, Rate, Region, Tax amount, Tax rate, Team. |
Batch Payment | Key data: Batch approval status, Batch Payment status, Creation date.
Line items data: Bill currency, Contact, Due date, Payment amount, Payment date, Payment status. | Key data: Batch approval status, Batch Payment status, Creation date, Name.
Line items data: Bank account, Bill, Bill amount, Bill currency, Contact, Due date, Payment amount, Payment date, Payment details, Payment reference, Payment status. |
Bill | Key data: Contact, Creation date, Currency, Date, Status.
Matching: Bill remaining balance, Matched Purchase Orders, Sum of all Allocations.
Bill details: Amount due, Due date, Paid, Planned payment date.
Line items data: Account, Amount, Gross amount, Item, Net amount, Region, Team. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Matching: Bill remaining balance, Matched Purchase Orders, Sum of all Allocations.
Bill details: Amount due, Due date, Paid, Planned payment date.
Line items data: Account, Amount, Description, Gross amount, Item, Net amount, Qty, Rate, Region, Tax amount, Tax rate, Team. |
Expense Claim | Key data: Audit report, Claim date, Creation date, Requester, Status.
Expense Claim details: Bank account, Employee, Expense type.
Line items data: Account, Currency, Expense date, Line type, Region, Spent amount, Supplier, Team, Total amount. | Key data: Amounts are (Tax), Audit report, Claim date, Creation date, Name, Requester, Status.
Expense Claim details: Bank account, Employee, Expense type.
Line items data: Account, Currency, Description, Exchange rate, Expense date, Line type, Merchant, Qty, Receipt, Region, Spent amount, Supplier, Tax amount, Tax rate, Team, Total amount, Unit price. |
Manual Journal | Key data: Creation date, Date, Narration, Status, Total amount.
Line items data: Account, Credit amount, Debit amount, Region, Team. | Key data: Amounts are, Creation date, Date, Name, Narration, Show journal on cash basis reports, Status, Total amount, Total credit tax, Total debit tax.
Line items data: Account, Credit amount, Credit tax, Debit amount, Debit tax, Description, Region, Tax rate, Team. |
Purchase Order | Key data: Contact, Creation date, Currency, Date, Status.
Matching: Matched Bills, PO Remaining Balance, Sum of all Allocations.
Purchase Order details: Billed, Delivery date, Is Retrospective.
Line items data: Account, Amount, Gross remaining balance, Item, Net remaining balance, Region, Team.
Goods received note status: GRN status. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Matching: Matched Bills, PO Remaining Balance, Sum of all Allocations.
Purchase Order details: Billed, Delivery date, Is Retrospective, Purchase Order number.
Line items data: Account, Amount, Description, Discount, Gross remaining balance, Item, Net remaining balance, Qty, Rate, Region, Tax amount, Tax rate, Team.
Goods received note status: GRN status, GRN status date. |
Quote | Key data: Contact, Creation date, Currency, Date, Status.
Quote details: Customer decision.
Line items data: Account, Amount, Item, Region, Team. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Quote details: Customer decision.
Line items data: Account, Amount, Description, Item, Qty, Rate, Region, Tax amount, Tax rate, Team. |
Sales Invoice | Key data: Contact, Creation date, Currency, Date, Status.
Sales Invoice details: Due date.
Line items data: Account, Amount, Item, Region, Team. | Key data: Amounts are (Tax), Contact, Creation date, Currency, Date, Name, Status.
Sales Invoice details: Due date.
Line items data: Account, Amount, Description, Discount, Item, Qty, Rate, Region, Tax amount, Tax rate, Team. |