Create custom report fields for use in report templates in Partner Edition
This page has been moved to Add a practice report field for use in report templates.
-
Getting started
- What you'll need
- Add an organisation
- Set up your organisation
- Navigate your way around
- Start using Xero
-
Convert from another product
- Starting with Xero - converting from another system
- MYOB
- BankLink
- QuickBooks
- Xero
-
Using Xero day to day
-
Bank accounts
- About
- Add a bank account or credit card account
- Edit, delete or archive
- Manage credit cards or loans
- Definitions
-
Bank account transactions
- About
- Add or copy
- Edit or delete
- View or search for
- Definitions
-
Bank feeds
- About
- Check if a bank feed is late
-
Direct feeds
- About
- Available direct feeds
- Transfer or stop
-
Yodlee feeds
- About
- Getting started
- Refresh
- Update login, stop or cancel
- When something goes wrong
- PayPal feeds
-
Bank statements
- About
- Import statement file
- View, delete or restore
- When something goes wrong
-
Bank reconciliation
- About
- Getting started
- Save time
- Common actions
-
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
- Budget
- Business Performance
- Cash & cheques
-
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
- Troubleshoot account reconciliation
- Historical Adjustment account
-
Connected apps
- About
- Microsoft Power BI
- Mindbody
- Receipt Bank
- Shopify
- Spotlight Reporting
- Square
- Vend
- Access Xero through Google Apps
-
Contacts
- About
- Add or edit individual contacts
- Import or export multiple contacts
- Activity & comms
- Remove or restore
- Contact groups
- Contact account numbers
- Foreign currency
- Smart Lists
- Conversion date & balances
- Enterprise connect
-
Expense claims
- About
- Add, edit or view
- Approve and pay
- Delete or void
- Manage expenses
-
Files
- About
- Add a file or folder
- Files in transactions
- Rename, move or download
- Delete a file or folder
- History & Notes
- Import & export data
-
Inventory
- Inventory
- How inventory works in Xero
- Common actions
-
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
-
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?
-
Invoices & bills
-
Sales (customers)
-
Invoice settings
- About
- Change number sequence
- Remove/include link to outstanding bills
- Payment terms
- Add branding theme
- Edit branding theme
- Troubleshoot
- Invoice reminders
- Quotes
-
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
- Account for withholding tax payments
- Delete or void invoice
- Delete repeating invoice or bill templates
- View voided or deleted invoice
- Print invoice
- Send from Xero to Xero
- Share link to online invoice
- View PDF invoice
- Record bad debt
- Create packing slip
- Credit notes
- Statements
- Batch deposits
- Dashboard, tabs, statuses
-
Invoice settings
-
Purchases (suppliers)
-
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 unsupplied goods in your purchase order
- Mark or unmark a purchase order as billed
- Delete purchase order
- Customise purchase orders
-
Bills
- Bills
- Add a bill
- Import bills
- 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
- Account for withholding tax payments
- Batch payments
- Credit notes
- Dashboard, tabs, statuses
-
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
- Cash refunds
- Discounts
- Search for invoices, bills, credit notes or purchase orders
- Process dishonoured or bounced customer payments
- Export your invoices and bills
- Apply invoice to bill
- Buyer created invoices
-
Sales (customers)
-
Mobile
- About
- Logging in with two-step authentication
-
Xero for iOS
- About
- Try the demo company
- Change your login
- Bank reconcilation
- Invoices
- Receipts
- Files
- Contacts
- 3D Touch
- Troubleshooting
-
Xero for Android
- About
- Try the demo company
- Bank reconcilation
- Receipts
- Sales
- Files
- Contacts
- Troubleshooting
- Xero Me for iOS
- Xero Me for Android
- Business Edition user access
- Partner Edition user access
- Multi-currency
- Overpayments
-
Payment services
- About
- How payment services work
-
List of payment services
- Authorize.Net
- Braintree
- DPS Payment Express
- eWAY
- GoCardless
- PayPal
- Stripe
- Custom URL
- Edit payment service
- Delete payment service
- Change payment service applied to branding theme
- Troubleshoot
-
Payroll and employees
-
Payroll setup
- About payroll in Xero
- Organisation
- New employees
- Bulk upload employees
-
Wages & salary
- Change an employee's salary and wages details
- Payslips & pay templates
- Tax & KiwiSaver
- Types of pay
-
Leave & holidays
- Set up
- Types of leave
- Process leave
- Request & approve
- Reporting
- Timesheets
- Pay runs
- End of period
- Employee self-service
-
Payroll tracking & reporting
- Tracking
- Reports
- End employment
-
Payroll setup
- Prepayments
-
Reports
- Reports
- Report basics
- Advanced users
-
List of reports
- 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
- 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
- File GST online
- Fixed Asset Reconciliation
- Fixed Asset Reconciliation (New)
- Foreign Currency Gains & Losses
- General Ledger
- General Ledger Exceptions Report
- GST Return
- GST Audit Report
- Late GST Claims report
- GST Reconciliation report
- Income by Contact
- 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
- Profit and Loss
- Profit and Loss (New)
- Provisional Tax Return
- Realised Gains & Losses
- Receivable Invoice Detail (New)
- Receivable Invoice Summary (New)
- Sales by Item
- Statement of Cash Flows (New)
- Supplier Invoice Report
- Tracking Summary
- Trial Balance
- Unrealised Gains & Losses
- Search and shortcuts
-
Security
- About
- Two-step authentication (2SA)
- Check your login history
-
Settings
- Organisation settings
- Account settings
- Email settings
- Financial settings
- Profile settings
- Tracking
- Xero to Xero
- Favourite General Settings screens
-
Tax & tax rates
- GST in Xero
- GST settings
- Manage GST day to day
- Understand and prepare tax reports & returns
- Things to check when completing reports
- File tax returns
- Troubleshoot tax
-
Users
-
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 your organisation's subscriber
- View organisations you have access to
- Definitions
-
Partner Edition
- About
- User roles and permissions
- Compare user role access
-
Business Edition
- Xero system requirements
-
Xero subscriptions & billing
- About
- Xero subscriptions
- Billing accounts and details
- Subscription transfers
- Restart my Xero organisation
- Dispute over access to Xero
-
Bank accounts
-
Accountants & bookkeepers
-
Xero HQ
- About Xero HQ
- Getting started with Xero HQ
- The Activity tab
-
The Clients tab
- About the Clients tab
- Clients in Xero HQ
- The client list
- Client details
- Troubleshooting clients
- About the Explorer tab
- The Practice tab
-
My Xero Partner Edition
- About
- Add practice organisation
- Create report publishing styles
- Add and manage practice staff in Xero
- 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
- 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
-
Fixed assets
- Set up fixed assets
-
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
- Import fixed assets into another Xero organisation
- Add fixed assets through transactions
- Depreciate fixed assets
-
Maintain fixed assets register
- Maintain fixed assets register
- Edit assets
- Export fixed assets
- Dispose or delete assets
- Edit fixed assets settings
- Troubleshoot fixed assets
- Manual journals
- Recoding
-
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
- Accounting for shareholder dividends
- 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
- Opening balance equity in 1st year
- Monthly comparatives in Profit & Loss
-
Xero HQ
- The accounting behind Xero
- Xero releases