Export or publish a customised report template in a client's organisation
This page has been moved to Generate a draft report template in a client's organisation.
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Getting started
- What you'll need
- Add an organisation
- Set up your organisation
- Navigate your way around
- Start using Xero
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Convert from another product
- Starting with Xero - converting from another system
- MYOB
- BankLink
- Xero
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Using Xero day to day
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Bank accounts
- About
- Add a bank account or credit card account
- Edit, delete or archive
- Manage credit cards or loans
- Definitions
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Bank account transactions
- About
- Add or copy
- Edit or delete
- View or search for
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Bank feeds
- About
- Check if a bank feed is late
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Direct feeds
- About
- Available direct feeds
- Transfer or stop
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Yodlee feeds
- About
- Getting started
- Refresh
- Update login, stop or cancel
- When something goes wrong
- PayPal feeds
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Bank statements
- About
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Import statement file
- OFX or QIF (recommended)
- CSV
- PayPal
- View, delete or restore
- When something goes wrong
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Bank reconciliation
- About
- Getting started
- Save time
- Common actions
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Different scenarios
- Find multiple transactions and reconcile them with statement line
- Reconcile part payment of invoice, bill, expense claim
- Reconcile bank transfer
- Reconcile payroll payment
- Reconcile statement line that includes fee
- Reconcile statement line with transaction that doesn't quite match
- Reconcile multiple statement lines with multiple bills or invoices
- Reconcile invoiced plus cash payment
- Record overpayment of invoice or bill on bank rec
- Reconcile payment for invoice or bill paid twice
- Reconcile prepayment
- Reconcile base currency payment with a foreign currency invoice or bill
- Reconcile foreign currency payment with base currency invoice or bill
- Reconcile foreign currency invoice paid in another foreign currency
- When something goes wrong
- Budgets
- Business Performance
- Cash & cheques
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Chart of accounts
- About
- How the chart of accounts works
- Customise your chart of accounts
- Import a chart of accounts
- Export your chart of accounts out of Xero
- Non-bank account reconciliation
- Historical Adjustment account
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Connected apps
- About
- Getting started
- Disconnect an app
- Microsoft Power BI
- Receipt Bank
- Shopify
- Spotlight Reporting
- Square
- Unleashed
- Vend
- Access Xero through G Suite
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Contacts
- About
- Add or edit individual contacts
- Import or export multiple contacts
- Activity & comms
- Remove or restore
- Contact groups
- Contact account numbers
- Show contact account numbers
- Foreign currency
- Smart Lists
- Conversion date & balances
- Xero connect
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Expense claims
- About
- Add, edit or view
- Approve and pay
- Delete or void
- Manage expenses
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Expenses
- About
- Process expenses as an admin
- iOS for employee expenses
- Android for employee expenses
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Files
- About
- Add a file or folder
- Files in transactions
- Rename, move or download
- Delete a file or folder
- History & Notes
- Import & export data
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Inventory
- Inventory
- How inventory works in Xero
- Common actions
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Tracked inventory
- Tracked inventory
- How does Xero keep track of tracked inventory items?
- Get started with tracked inventory
- Add a tracked inventory item
- Inventory adjustments
- Untracked inventory
- Convert items
- Import inventory items into Xero
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Troubleshooting
- Troubleshooting for inventory
- Why won't Xero let me enter a transaction with a tracked inventory item?
- Why can't I delete an inventory item?
- Why doesn't my tracked inventory item's quantity or value include my transaction?
- Why can't I import my inventory items into Xero?
- Why can't I import my inventory opening balances into Xero?
- How do I enter a tracked inventory transaction dated before my tracking start date?
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Invoices & bills
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Sales (customers)
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Invoice settings
- About
- Change number sequence
- Remove/include link to outstanding bills
- Payment terms (due dates)
- Add branding theme
- Edit branding theme
- Troubleshoot
- Invoice reminders
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Quotes
- Quotes
- Create a quote
- Create an estimate from a quote
- Print or email quote
- Mark quote as accepted or declined
- Create invoice from quote
- Customise your quotes
- Revise quote
- View online quote
- Mark quote as invoiced
- Copy a quote
- Copy multiple quotes to an invoice
- View and work with expired quotes
- Delete a quote
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Sales invoices
- Invoices
- Add an invoice
- Import invoices
- Invoice a contact group
- Edit a draft invoice
- Approve draft invoice
- Edit awaiting payment invoices
- Edit a paid invoice
- Copy invoices
- Add or edit a repeating invoice
- Share a link to an online invoice
- Email multiple invoices
- Send from Xero to Xero
- Print an invoice
- View information on a PDF invoice
- Delete or void invoice
- Delete repeating invoice or bill templates
- View voided or deleted invoice
- Record bad debt
- Create packing slip
- Credit notes
- Statements
- Batch deposits
- Dashboard, tabs, statuses
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Invoice settings
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Purchases (suppliers)
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Purchase orders
- Purchase orders
- Create purchase order
- Submit purchase order
- Edit purchase order
- Approve purchase order
- Add a note to a purchase order
- Add an expected arrival date to a purchase order
- Email purchase order
- Purchase order message details
- Print purchase order
- Mark purchase order as sent
- Copy purchase order
- Create bill from purchase order
- Create invoice from purchase order
- Account for part supply of items in your purchase order
- Mark or unmark a purchase order as billed
- Delete purchase order
- Customise purchase orders
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Bills
- Bills
- Add a bill
- Import bills
- Email a bill to your Xero organisation
- Edit a draft bill
- Approve draft bill
- Edit awaiting payment bills
- Edit a paid bill
- Copy a bill
- Delete or void bill
- View voided or deleted bills
- Add or edit repeating bills
- Print a bill
- Send from Xero to Xero
- Save online invoice as bill
- View a PDF bill
- Pay a supplier with no withholding
- Batch payments
- Credit notes
- Dashboard, tabs, statuses
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Purchase orders
- Billable expenses
- Payments on invoices & bills
- Email an invoice, credit note or prepayment
- Email or print a standard receipt
- Email a remittance advice
- Set default tax rate for sales or purchases
- Discounts
- Search for invoices, bills, credit notes or purchase orders
- Record a cash refund for customers or suppliers
- Process dishonoured or bounced customer payments
- Export your invoices and bills
- Apply invoice to bill
- Recipient created invoices
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Sales (customers)
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Mobile
- About
- Logging in with two-step authentication
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Xero for iOS
- About
- Try the demo company
- Logging in to Xero for iOS
- Bank reconcilation
- Sales
- Receipts
- Files
- Contacts
- 3D Touch
- Troubleshooting
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Xero for Android
- About
- Try the demo company
- Logging in to Xero for Android
- Bank reconcilation
- Receipts
- Sales
- Purchases
- Files
- Contacts
- Troubleshooting
- Xero Me for iOS
- Xero Me for Android
- Projects for iOS and Android
- Business Edition user access
- Partner Edition user access
- Multi-currency
- Overpayments
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Payment services
- About
- How payment services work
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List of payment services
- Authorize.Net
- BPAY
- Braintree
- DPS Payment Express
- eWAY
- PayPal
- Stripe
- Worldpay
- Custom URL
- Edit payment service
- Delete payment service
- Change payment service applied to branding theme
- Troubleshoot
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Payroll and employees
- About payroll in Xero
- Payroll setup
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Employees
- Change or remove
- Payslips & pay templates
- Taxes
- Invite an employee to My Payroll
- My Payroll for employers
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Leave
- Set up
- Types of leave
- Process leave
- Request & approve leave
- Timesheets
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Superannuation
- Set up
- Change or delete
- Pay and reconcile
- Reporting
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Pay runs
- Process payroll
- Correct pays
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Special pays & pay items
- Process final pay for a normal termination
- Process final pay for a redundancy
- Create a pay item for an employment termination payment
- Pay an employee’s expense claim
- Process special pay items
- Add a custom pay item
- Overtime pay item
- Change, inactivate or delete a pay item
- Select pay items for W1 on activity statements
- End of financial year
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Employee self service
- About My Payroll
- Payroll Admin
- Manager
- Employees
- Payroll tracking
- Payroll reports
- Troubleshooting
- Prepayments
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Projects
- About
- Projects setup
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Create and manage projects
- Add or edit a project
- Add or edit a task on a project
- Add or edit an expense in Projects
- Add a new contact in Projects
- Apply a deposit to a project
- Add time to a Project
- View time in Projects
- How inventory in Xero works with Projects
- Assign a bill or spend money transaction to a project
- Edit a bill or spend money transaction assigned to a project
- Close or re-open a project
- Projects invoicing
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Reports
- Reports
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Report basics
- Access and browse reports
- Customise a report with the Report Settings menu
- Edit custom reports
- Export reports
- Favourite reports
- New reports
- Payroll report options
- Publish a report
- Reorder columns
- Save custom reports
- Save drafts
- Set or remove custom defaults
- Software needed to export reports
- Work with archived reports
- Work with draft reports
- Work with published reports
- Advanced users
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List of reports
- GST Calculation Worksheet
- GST Audit Report
- GST Reconciliation report
- Account Group Summary
- Account Summary
- Account Transactions
- Account Transactions (New)
- Accounts Payable Invoices
- Accounts Receivable Invoices
- Aged Expense Claims
- Aged Payables
- Aged Payables Detail (New)
- Aged Payables Summary (New)
- Aged Receivables
- Aged Receivables Detail (New)
- Aged Receivables Summary (New)
- Balance Sheet
- Balance Sheet (New)
- Bank Reconciliation
- Bank Summary
- Billable Expenses - Outstanding (New)
- Budget Summary
- Budget Variance
- Business Activity Statement (Full BAS)
- Business Activity Statement (Simpler BAS)
- Cash Summary
- Contact Summary (New)
- Contact Transactions
- Contact Transactions – Cash (New)
- Contact Transactions – Payables (New)
- Contact Transactions – Receivables (New)
- Customer Invoice Report
- Depreciation Schedule
- Depreciation Schedule (New)
- Disposal Schedule (New)
- Detailed Account Transactions Report
- Executive Summary
- Expenses by Contact
- Expense Claim Detail
- Expense Claim Summary
- Fixed Asset Reconciliation
- Fixed Asset Reconciliation (New)
- Foreign Currency Gains & Losses
- General Ledger
- General Ledger Exceptions Report
- Income by Contact
- Instalment Activity Statement (IAS)
- Inventory Item Details (New)
- Inventory Item List (New)
- Inventory Item Sales
- Inventory Item Summary (New)
- Inventory Item Transactions
- Inventory Items Summary
- Journal Report
- Movements in Equity
- Movements in Equity (New)
- Payable Invoice Detail (New)
- Payable Invoice Summary (New)
- Payroll reports
- Pool Detail
- Pool Summary
- Profit and Loss
- Profit and Loss (New)
- Project Summary report
- Project Details report
- Realised Gains & Losses
- Receivable Invoice Detail (New)
- Receivable Invoice Summary (New)
- Sales by Item
- Statement of Cash Flows - Direct Method (New)
- Supplier Invoice Report
- Tax Depreciation Schedule
- Tax Disposal Schedule
- Taxable Payments Annual Report
- Tracking Summary
- Trial Balance
- Unrealised Gains & Losses
- Search and shortcuts
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Security
- About
- Two-step authentication (2SA)
- Check your login history
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Settings
- Organisation settings
- Account settings
- Email settings
- Financial settings
- Profile settings
- Tracking
- Xero to Xero
- Favourite General Settings screens
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Tax & tax rates
- GST in Xero
- Simpler BAS
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GST settings
- Select the Simpler BAS or Full BAS reporting method
- Choose settings for your Simpler BAS
- Tax rates
- Choose right tax treatment on transactions
- Basic and advanced tax rate options
- Select basic or advanced tax rates
- Add a tax rate
- Edit a tax rate
- Delete a tax rate
- Change GST registration status
- Change your GST accounting method
- Manage GST day to day
- Understand and prepare tax reports & statements
- Things to check when completing reports
- Troubleshoot tax
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Users
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Business Edition
- About
- User roles
- Compare user role access
- User permissions
- Add a new user
- Resend an invitation
- Change a user's role
- Delete a user
- Find your user role
- View your Xero users
- The Xero subscriber
- Find the subscriber for an organisation
- View organisations you have access to
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Partner Edition
- About
- User roles and permissions
- Compare user role access
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Business Edition
- Xero system requirements
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Xero subscriptions & billing
- About
- Xero subscriptions
- Billing accounts and details
- Invoices and payments
- Subscription transfers
- Restart my Xero organisation
- Dispute over access to Xero
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Bank accounts
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Accountants & bookkeepers
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Xero HQ
- About Xero HQ
- Getting started with Xero HQ
- The Activity tab
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The Clients tab
- About the Clients tab
- Clients in Xero HQ
- The client list
- Client details
- Office 365 Add-in
- Troubleshooting clients
- The Explorer tab
- The Reports tab
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The Ask tab
- About the Ask tab
- Ask in Xero HQ
- Queries
- Templates
- Troubleshooting Ask in Xero HQ
- The Staff tab
- The Practice tab
- Users & permissions
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My Xero Partner Edition
- About
- Add practice organisation
- Create report publishing styles
- Add and manage practice staff in Xero
- Manage access to client organisations
- Give practice staff access to billing accounts
- Try the demo company
- Add a client organisation to your practice
- Add a trial organisation for your client
- Set up or change client codes
- Create groups to organise your clients
- View billing accounts
- Change billing account
- Understanding your partner invoice
- Update contact or payment details
- Transfer subscription
- Invite Xero Support into your practice
- Cancel a client's subscription
- Certification
- Update practice profile
- Assurance Dashboard
- Exporting & importing
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Fixed assets
- Set up fixed assets
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Record new assets
- Ways to add fixed assets
- Add a fixed asset
- Add a fixed asset purchased before your start date in Xero
- Register many draft fixed assets at once
- Record assets that don't get depreciated
- Copy an asset
- Import fixed assets into Xero in bulk
- Bulk import rules and requirements
- Import fixed assets into another Xero organisation
- Add fixed assets through transactions
- Add fixed assets bought on hire purchase
- Depreciate fixed assets
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Maintain fixed assets register
- Maintain fixed assets register
- Edit assets, including pooled assets
- Bulk edit tax values for fixed assets
- Bulk edit rules
- Manage pools
- Export fixed assets
- Dispose or delete assets
- Edit fixed assets settings
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Troubleshoot fixed assets
- How do I update fixed assets after my financial year end has changed?
- Why is the 'Transfer to Pool' option greyed out?
- Why is my newly pooled asset depreciated at full rate and not half rate?
- Can I remove my register and start again?
- Troubleshooting Fixed Asset Reconciliation report
- Using fixed assets after 22 September 2015
- Troubleshooting fixed assets after 22 September 2015
- Manual journals
- Recoding
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Report templates
- Report templates
- Get started
- Edit templates
- Manage practice templates
- Produce templates
- Report codes
- Report fields
- Ways to achieve journal to bank account in Xero
- Do a year end
- Cashflow forecasting
- Make inter-company transfer
- Manage trust accounts in Xero
- Update many accounts
- Record movements in system accounts
- Customise the Balance Sheet layout
- Set up stakeholder accounts for year-end reporting
- Apply carry forward losses against an entity’s profit
- Account for distribution of income to stakeholders
- Set up reporting for more than five stakeholders
- Monthly comparatives in Profit & Loss
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Xero HQ
- Xero releases