Where can I find the reporting function?

Where can I find the reporting function?

To access the reporting feature, navigate to the main menu   in the upper left-hand corner, select your Organisation and open "Reports" section:


There are default reports already available, which can be adjusted if required:
  • Bills pending approval
  • Purchase Orders pending approval  
  • Bills approved this month  
  • Purchase Orders approved this month  
  • Potential Fraud detected

    •


However, you also have the option to create your own report with filters that reflect your particular needs.

This is how you set up your own Xero report:

  1. Click on the "NEW REPORT" button on the "Reports" page.
  2. In step 1, select the request type(s) for which you want to create a report and click on "NEXT":
  3. In step 2, specify the required report filters and then click on "NEXT":
  4. In step 3, activate the checkbox next to each column you want to be visible in the report:

    When finished, click on "CREATE".

  5. In the last step, name your report by filling in the field "Report name" and then click on "NEXT":

The following options are available:

  • Rename the report
  • Export 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):
  • Download an audit report archive for all requests
  • Create accrual report for Xero
To apply the choices you made for the report, click on the "SAVE" button .

Important note: Reports are only available for users with Administrator or Auditor role assigned.
Learn more, how you can assign a new role to a user here.


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