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Where can I find the reporting function?
To access the Reporting feature, select "Reports" in the menu under your Organisation.
There are 5 default reports available, which can
be adjusted if needed
Bills pending approval
Purchase Orders pending approval
Bills approved this month
Purchase Orders approved this month
Potential Fraud detected
There is also an option to create your own report with filters that will suit your needs.
When you create a new report, give it a name by filling in the field "Report name" first. Next, you can choose and apply filters to your report.
The following options are available:
Export to CSV file
Edit report filters
Sort information in the column
Download audit reports archive for all requests
Create accrual report for Xero
To move columns, just use drag and drop.
To sort the information in a column, click on the
To apply all changes to the report, save them.
Updated: 18 Feb 2019 09:51 PM
Help us to make this article better
Can I download multiple audit reports in a single archive?
How is Bill to PO Matching reflected in reporting?
Accrual report .CSV file for Xero Manual Journal entry
Are audit reports sent to the customer with the Sales Invoice?
Why are audit reports sometimes not attached to the Xero document?
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