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Video: Cash refunds

  • Getting started
    • What you'll need
      • Sign up for a Xero account
    • Add an organisation
      • Add an organisation to Xero
      • Add a free, trial organisation in Xero
      • Purchase a Xero subscription
      • Change your pricing plan
      • Try Xero's features with the demo company
    • Set up your organisation
      • Set up Xero
    • Navigate your way around
      • Get started with Xero
      • Tour of Dashboard and menus
      • More about the Xero Dashboard
      • Xero notifications
      • Getting help
      • Contact Xero Support
    • Start using Xero
      • Ideas to get you started
      • Try Xero's features with the demo company
      • Accept or decline an invite into a Xero organisation
      • Xero tips
      • Date shortcuts
      • Inbuilt calculator
    • Convert from another product
      • Starting with Xero - converting from another system
      • MYOB
        • Import MYOB chart of accounts
        • How Xero maps MYOB accounts to Xero
        • Import MYOB invoices
        • Import MYOB bills
      • BankLink
        • Import BankLink Practice chart of accounts
        • How Xero maps BankLink accounts to Xero
      • Xero
        • Export chart of accounts from Xero
        • Import Xero chart of accounts
  • Using Xero day to day
    • Bank accounts
      • About
      • Add a bank account or credit card account
      • Edit, delete or archive
        • Edit a bank account or credit card account
        • Delete or archive an account
      • Manage credit cards or loans
        • Manage a credit card
        • Manage a loan or mortgage
      • Definitions
        • Balance in Xero
        • Statement balance
    • Bank account transactions
      • About
      • Add or copy
        • Add receive money
        • Add spend money
        • Add transfer between bank accounts
        • Copy spend or receive money
      • Edit or delete
        • Edit spend or receive money
        • Delete account transaction
      • View or search for
        • View account transactions
        • View spend or receive money
        • View payment transaction
        • View a transfer
        • Search for transactions
        • Find payment account for invoice or bill
    • Bank feeds
      • About
      • Check if a bank feed is late
      • Direct feeds
        • About
        • Available direct feeds
          • Australia
          • Hong Kong
          • Malaysia
          • New Zealand
          • Singapore
          • South Africa
          • United Kingdom
          • United States
        • Transfer or stop
          • Transfer a feed
          • Stop a feed
      • Yodlee feeds
        • About
        • Getting started
          • Getting started
          • Set up a Yodlee feed
        • Refresh
          • Refresh a feed
          • Give others refresh access
        • Update login, stop or cancel
          • Update feed login
          • Stop a feed
          • Cancel partly set up feed
        • When something goes wrong
          • There is a problem with this bank feed
          • Troubleshoot your Yodlee feed refresh
          • Why don't my transactions match online banking?
          • Identify and remove duplicate transactions
          • Common problems for Yodlee feeds
      • PayPal feeds
        • Add PayPal account & feed
    • Bank statements
      • About
      • Import statement file
        • OFX or QIF (recommended)
          • Import OFX bank statement
          • Import QIF bank statement
        • CSV
          • Import CSV bank statement
          • Import a precoded CSV bank statement file
          • Edit CSV bank statement import rules
          • Fix CSV bank statement import errors
        • PayPal
          • Import PayPal transactions
          • Import PayPal transactions using our conversion tool
      • View, delete or restore
        • View statements and statement lines
        • Delete statement
        • Delete statement line
        • Restore statement line
        • View how statement line is reconciled
      • When something goes wrong
        • Can't import PDF bank statement
        • Move statements to other account or organisation
    • Bank reconciliation
      • About
      • Getting started
        • Before you can start
        • Know when to reconcile
        • How Xero helps you reconcile
        • Start your bank reconciliation
      • Save time
        • Bank rules
          • About
          • Create a bank rule
          • Edit a bank rule
          • Delete a bank rule
          • Order bank rules
          • Reconcile a statement line with a transaction suggested by a bank rule
          • Troubleshoot bank rules
        • Cash coding
          • About
          • Reconcile using cash coding
          • Export uncoded statement lines
          • Can't save split transaction
      • Common actions
        • Reconcile match
        • Find a transaction and reconcile it
        • Create spend or receive money transaction
      • 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
        • Reconcile with no statement
        • Unreconcile
        • Don't know what imported bank statement line represents
        • Statement balance doesn't equal balance in Xero
        • Statement balance doesn't equal actual bank balance
        • Invoice or bill shows unpaid but payment is reconciled
    • Budgets
      • About
      • Create a budget
      • Edit a budget
      • Delete a budget
      • Import a budget
      • Export a budget
    • Business Performance
      • About
      • Get started
      • View and add to dashboard
      • Setup info for partners
    • Cash & cheques
      • Process cheques or cash before being banked
      • Record unpresented cheques
      • Petty cash
        • About
        • Set up account
        • Transfer money
        • Record purchases
        • Reconcile
      • Record cheque numbers
      • Process dishonoured and reversed payments
      • Manage funds in and out of your business
    • Chart of accounts
      • About
      • How the chart of accounts works
        • Components of an account
        • Locked and system accounts
        • Foreign currency accounts
        • Ways to handle subaccounts
      • Customise your chart of accounts
        • Add account
        • Edit account
        • Change account tax rate
        • Enable payments to an account
        • Delete or archive an account
        • Restore an archived account
      • Import a chart of accounts
        • Import a chart of accounts
        • Import from MYOB
        • How Xero maps MYOB accounts to Xero
        • Import from BankLink Practice
        • How Xero maps BankLink accounts to Xero
      • Export your chart of accounts out of Xero
      • Non-bank account reconciliation
        • Reconcile a suspense, clearing, control, accrual or prepayment account
        • Reconcile a balance sheet account
        • Reconcile payments received from online sales or my payments processor
      • Historical Adjustment account
    • Connected apps
      • About
      • Getting started
      • Disconnect an app
      • Microsoft Power BI
        • About
        • Sign up and connect
        • Default dashboard tiles
      • Receipt Bank
        • About
        • Connect to Xero
      • Shopify
        • About
        • Connect to Xero
      • Spotlight Reporting
        • About
        • Connect to Xero
      • Square
        • About
        • Connect Square with Xero
        • Understand Square invoices
        • Reconcile Square transactions
        • Monitor Square clearing account
      • Unleashed
        • About
        • Connect to Xero
      • Vend
        • About
        • Connect to Xero
      • Access Xero through G Suite
    • Contacts
      • About
      • Add or edit individual contacts
        • Add contact
        • Classify new contacts as customers or suppliers
        • Edit contact
        • Business lookup and payment risk
      • Import or export multiple contacts
        • Import contacts
        • Update multiple contacts' details
        • Export contacts
      • Activity & comms
        • Create transaction or statement
        • Contact activity and notes
        • View contact emails
      • Remove or restore
        • Archive a contact
        • Merge a contact
        • Restore an archived or merged contact
      • Contact groups
        • About
        • Create group
        • Add contacts to group
        • Move contact between groups
        • Remove contact from group
        • Delete group
      • Contact account numbers
      • Show contact account numbers
      • Foreign currency
        • Set contact default foreign currency
        • View foreign currency amounts for contact
      • Smart Lists
        • About
        • Run a Smart Lists search
        • Export search results
        • Rename a saved search
        • Delete a search
    • Conversion date & balances
      • About
      • Change conversion date
      • Troubleshooting for conversion balances
      • Enter comparative balances
      • Delete comparative balances
      • Add tracking to conversion balances
    • Enterprise connect
      • About
      • Meridian Energy
      • PlaceMakers
      • BizRewards
      • Watercare
      • Z Energy
      • Reece
    • Expense claims
      • About
      • Add, edit or view
        • Add a receipt
        • Submit claim for approval
        • Edit a receipt
        • View submitted claims
        • Expense claim and receipt statuses
        • What makes up draft & submitted figure on dashboard
      • Approve and pay
        • Approve receipts and authorise a claim
        • Approve or decline a receipt
        • Record a payment on a claim
      • Delete or void
        • Delete or void an expense claim
        • Delete a receipt
        • Delete a payment you've recorded
      • Manage expenses
        • Claiming your daily allowance or mileage
        • Manage funds or cash in and out of your business
    • Expenses
      • About
      • Process expenses as an admin
        • Set up permissions, accounts and processing
        • Create a new expense
        • View and approve
        • Process payments
        • View analytics and generate reports
      • iOS for employee expenses
        • Create and submit a new expense
        • View and edit your expenses
        • Approve or decline
      • Android for employee expenses
        • Create and submit a new expense
        • View and edit your expenses
        • Approve or decline
    • Files
      • About
      • Add a file or folder
        • Upload a file
        • Email a file to your Inbox
        • Take a photo
        • Add a folder
      • Files in transactions
        • Attach a file to a transaction
        • Email a file with a transaction
        • Include file with an online invoice
        • Remove file from online invoice
        • Create a transaction from the file library
        • View files while entering a transaction
      • Rename, move or download
        • Rename a file or folder
        • Move a file to another folder
        • Download a file from a transaction
      • Delete a file or folder
        • Delete a file from the library
        • Delete a file from a transaction
        • Delete a folder from the library
    • History & Notes
      • History & Notes
      • History & Notes Activity
    • Import & export data
      • Importing & exporting in Xero
      • Export your data out of Xero
      • Export your invoices and bills
    • Inventory
      • Inventory
      • How inventory works in Xero
        • How does Xero account for inventory?
        • Options for managing inventory in Xero
      • Common actions
        • Sort or search for inventory items
        • View inventory items
        • Create reusable text with description-only inventory item
        • Edit or delete items
        • Update multiple items
        • Mark an item as active
        • Mark an item as inactive
      • Tracked inventory
        • Tracked inventory
        • How does Xero keep track of tracked inventory items?
        • Get started with tracked inventory
          • Getting started with tracked inventory
          • Choose the account for opening value
          • Choose your opening balances date
          • Enter opening balances
        • Add a tracked inventory item
        • Inventory adjustments
          • Inventory adjustments
          • What you need to know about inventory adjustments
          • Enter an 'increase quantity' adjustment
          • Enter a 'decrease quantity' adjustment
          • Enter a revaluation adjustment
      • Untracked inventory
        • Untracked inventory
        • Add an untracked inventory item
      • Convert items
        • Convert a tracked item to untracked when you haven't used it yet
        • Convert a tracked item to untracked when you've only imported an opening balance for it
        • Convert a tracked item to untracked when you've used it in a transaction, or made an adjustment to it
        • Convert untracked items to tracked 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 (due dates)
            • Set up payment terms
            • Add/edit payment terms, remove payment advice
          • Add branding theme
            • Add standard branding theme
            • Add custom (DOCX) branding theme
            • Invoice & statement templates
            • Rules and recommendations for using custom templates
            • Copy a theme
            • Set default theme
          • Edit branding theme
            • Rules and recommendations for using custom templates
            • Edit a branding theme
            • Add, delete or move fields in custom templates
            • Change the invoice font or add a barcode
            • Delete theme
          • Troubleshoot
            • Display issues
            • Print foreign language characters on an invoice
            • Why can't I print or email a customised template?
        • Invoice reminders
          • Invoice reminders
          • How reminders work
          • Set up reminders
          • Add a reminder
          • Edit or delete a reminder
          • Change the 'reply to' address
          • Turn reminders off or on for customer
          • Turn reminders off or on for invoice
          • Turn reminders off or on for organisation
          • Check reminder status & history
          • Reminders didn't send
        • 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
        • 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
            • Copy to new invoice
            • Copy to new bill
            • Copy to new quote
            • Copy to new purchase order
            • Copy multiple foreign currency transactions
          • Add or edit a repeating invoice
          • Account for withholding tax payments
          • 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
          • Customer credit notes
          • Add or edit credit note
          • Copy a credit note
          • Edit awaiting payment credit notes
          • Edit a paid credit note
          • Delete or void credit note
          • View voided or deleted credit notes
          • Credit an invoice
          • Allocate credit
          • Print a credit note
          • View a PDF credit note
          • View an online credit note
        • Statements
          • About customer statements
          • View or print a customer statement
          • Email a customer statement
          • Customer statements and prepayments
          • View your outstanding bills online
        • Batch deposits
          • About
          • Create batch deposit
          • Print deposit summary
          • Reconcile batch deposit
          • Find batch deposit
          • Edit batch deposit
          • Delete batch deposit
        • Dashboard, tabs, statuses
          • Sales dashboard
      • 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 part supply of items 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
          • 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
          • Account for withholding tax payments
          • Batch payments
            • Batch payments
            • Create a batch payment
            • Edit a batch payment
            • Export batch payment file
            • Reconcile batch payment
            • Delete batch payment
            • Find and view batch payment
            • Understand the batch payment fields
            • Troubleshooting
        • Credit notes
          • Supplier credit notes
          • Add or edit a credit note
          • Copy a credit note
          • Edit awaiting payment credit notes
          • Edit a paid credit note
          • Delete or void credit note
          • View voided or deleted credit notes
          • Credit a bill
          • Allocate credit
          • Print a credit note
          • View a PDF credit note
        • Dashboard, tabs, statuses
          • Purchases dashboard
      • Billable expenses
        • About
        • Add billable expense to bill
        • Assign or reassign billable expense
        • Unassign billable expense
        • Remove billable expense
      • Payments on invoices & bills
        • Record payment of invoice or bill
        • Complete payment fields
        • Find payment account for invoice or bill
        • Remove payment recorded
      • 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
      • Buyer created invoices
    • Mobile
      • About
      • Logging in with two-step authentication
      • Xero for iOS
        • About
        • Try the demo company
        • Logging in to Xero for iOS
        • Bank reconcilation
          • Reconcile transactions
          • Bank notifications
          • Create spend or receive money transactions
        • Sales
          • Create an invoice
          • Edit an invoice
          • Add a payment
          • Delete a payment
          • Create a quote
          • View a quote
          • Revise a quote
          • Mark a quote as accepted or declined
          • View cashflow
        • Receipts
          • Add a receipt
          • Edit a draft receipt
          • Assign a billable expense
        • Files
          • Manage files in the Files Inbox
          • Delete a file from invoice or receipt
        • Contacts
          • Add a contact
          • Edit a contact
          • Archive or restore a contact
        • 3D Touch
        • Troubleshooting
      • Xero for Android
        • About
        • Try the demo company
        • Logging in to Xero for Android
        • Bank reconcilation
          • Reconcile transactions
          • Bank notifications
          • Add a spend or receive money transactions
        • Receipts
          • Add a receipt
          • Edit a draft receipt
          • Assign billable expenses
        • Sales
          • Create an invoice
          • Edit an invoice
          • Add a payment
          • Delete a payment
          • Create a quote
          • View a quote
          • Revise a quote
          • Mark a quote as accepted or declined
        • Purchases
          • View bills
        • Files
          • Manage files in the Files Inbox
          • Delete file from invoice or receipt
        • Contacts
          • Add a contact
          • Edit a contact
        • Troubleshooting
      • Xero Me for iOS
        • About
        • Set up an employee
        • Request time off
        • Change or delete time off requests
        • Submit timesheets
        • Edit or delete timesheets
        • Approve or decline time off requests
        • Approve or decline a timesheet
      • Xero Me for Android
        • About
        • Set up an employee
        • Request time off
        • Change or delete pending time off requests
        • Submit timesheets
        • Edit or delete timesheets
        • Approve or decline time off requests
        • Approve or decline a timesheet
      • Projects for iOS and Android
      • Business Edition user access
      • Partner Edition user access
    • Multi-currency
      • About
      • What is the base currency?
      • Add a foreign currency
      • View foreign currency amounts for a contact
      • View exchange rate
      • Edit exchange rate for a date or range
      • Edit transaction exchange rate
      • Gains and losses
      • Foreign currency invoices & bills
      • Foreign currency reports
    • Overpayments
      • About
      • Record overpayment on invoice
      • Record overpayment on bill
      • Apply overpayment to existing invoice or bill
      • Apply overpayment to new invoice or bill
      • Make a cash refund on an overpayment
      • Edit overpayment
      • Void overpayment
    • Payment services
      • About
      • How payment services work
      • List of payment services
        • Authorize.Net
          • About
          • Set up
          • Troubleshoot
        • BPAY
          • About
          • Set up
        • Braintree
          • About
          • Set up
        • DPS Payment Express
          • About
          • Set up
        • eWAY
          • About
          • Set up
          • Reconcile payments
        • PayPal
          • About
          • Set up payment service
          • Set up from an approved invoice
          • Process multiple currencies
          • Payment missing from imported transactions
          • Missing spend money for transaction fee
        • Stripe
          • About
          • Set up payment service
          • Set up from an approved invoice
          • Reconcile payments
          • Stripe surcharging
          • Stripe and Apple Pay
          • Stripe ACH
        • Worldpay
          • About
          • Set up payment service
        • Custom URL
          • About
          • Set up
          • Invoice showing as unpaid
      • Edit payment service
      • Delete payment service
      • Change payment service applied to branding theme
      • Troubleshoot
        • Online invoice missing the Pay Now button
        • Customer getting error message
        • Transaction fee not added to invoice
    • Payroll and employees
      • Payroll setup
        • About payroll in Xero
        • Organisation
          • Prepare for payroll in Xero
          • Set up a pay calendar
          • Change, inactivate or delete a pay calendar
          • Set up tax details for payroll filing in Xero
        • New employees
          • Add an employee to payroll
          • Add bank account details
          • Enter salary and wages
          • Set up an employee's leave
          • Enter opening balances for employee’s pay
          • Set up a casual employee
          • Set up a contractor in payroll
          • Invite an employee to My Payroll
          • My Payroll for employers
        • Bulk upload employees
          • Upload multiple employees into payroll
          • Field descriptions used in payroll upload templates
      • Wages & salary
        • Change an employee's salary & wages details
        • Payslips & pay templates
          • Create or edit a pay template for an employee
          • Show and hide information on employee payslips
          • Send historical payslips to your employees
        • Tax & KiwiSaver
          • Salary sacrifice and KiwiSaver
          • Enter an employee's tax & KiwiSaver information
          • Reallocate GST for a contractor
          • Tax an employee’s share scheme earnings
          • Manually adjust tax for an employee's pay
        • Types of pay
          • Pay an employee’s expense claim
          • Add a custom pay item
          • Change, inactivate or delete a pay item
          • Set up superannuation types
      • Leave & holidays
        • Set up
          • Set up an employee's leave
          • Add custom leave types
          • Assign a holiday group to employees
          • Edit or create holiday groups
          • Troubleshoot balances
        • Types of leave
          • Annual leave and holiday pay
          • Bereavement leave
          • Long service leave
          • Parental leave
          • Sick leave
          • Add custom leave types
        • Process leave
          • Cash up annual leave
          • Pay an employee for working a public holiday
          • Transfer annual leave to parental leave
        • Request & approve
          • Submit a leave request for an employee
          • Approve leave as a Payroll Admin
          • Approve or reject leave using My Payroll
          • Request leave using My Payroll
        • Reporting
          • Leave Balances
          • Leave Requests
          • Leave Transactions
      • Timesheets
        • Approve timesheets as a Payroll Admin
        • Create and approve an employee's timesheet
        • Edit an employee timesheet
        • Change the start date in a timesheet
        • View employee timesheets
      • Pay runs
        • Process payroll
          • Why is my employee not showing up in a pay run?
          • Process a pay run
          • Pay your employees and send payslips
          • Reconcile a payroll payment
          • Change the dates of a pay run
        • Correct pays
          • Adjust previous payroll payments
          • Revert a pay run to draft
      • End of period
        • About end of period
        • End of financial year payroll requirements
        • Reconcile your payroll account balances
        • File salary and wage deductions with Inland Revenue
        • Annual closedown
      • Employee self service
        • About My Payroll
        • Payroll Admin
          • Invite an employee to My Payroll
          • Authorise an employee to approve leave
          • Remove an employee's access to My Payroll
        • Manager
          • Approve leave as an authorised employee
          • Approve leave for your team
        • Employees
          • Get access to My Payroll
          • View, save and print your payslips
          • Request leave
          • Manage your timesheets
      • Payroll tracking
        • Assign a tracking category
        • Track employee hours
        • Track payroll expenditure
      • Payroll reports
      • Troubleshooting
        • View payroll account balances and transactions, find and fix errors
      • End employment
        • Delete an employee
        • End employment for a casual employee
        • Process a redundancy payment
        • End an employee’s employment
    • Prepayments
      • About
      • Add prepayment
      • Edit prepayment
      • Void prepayment
      • Apply prepayment to existing bill or invoice
      • Apply prepayment to new bill or invoice
      • Make cash refund on a prepayment
      • View prepayment
      • Print prepayment
      • Reconcile prepayment
    • Projects
      • About
      • Projects setup
        • Set up your organisation to use Projects
        • Calculate and set staff cost rates in Projects
      • 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
        • Add or edit a Projects invoice
        • Create a deposit invoice in Projects
        • Create a tasks & expenses invoice in Projects
        • Create a project amount invoice in Projects
        • Assign or unassign an invoice line item to a project
    • Reports
      • Reports
      • 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
        • Customise financial reports
          • About
          • Add a note
          • Add a schedule
          • Add or edit columns
          • Add or edit formulas
          • Delete a column
          • Delete account groups
          • Delete a formula
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        • Detailed Account Transactions Report
        • Executive Summary
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        • File GST online
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        • Foreign Currency Gains & Losses
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        • GST Return
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        • Late GST Claims report
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        • Income by Contact
        • Inventory Item Details (New)
        • Inventory Item List (New)
        • Inventory Item Sales
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        • Inventory Item Transactions
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        • Journal Report
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        • Payroll reports
        • Profit and Loss
        • Profit and Loss (New)
        • Project Summary report
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        • Provisional Tax Return
        • Realised Gains & Losses
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        • Receivable Invoice Summary (New)
        • Sales by Item
        • Statement of Cash Flows - Direct Method (New)
        • Supplier Invoice Report
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    • Search and shortcuts
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    • Security
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        • Change login password
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      • Favourite General Settings screens
    • Tax & tax rates
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      • Things to check when completing reports
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      • File tax returns
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  • Accountants & bookkeepers
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    • My Xero Partner Edition
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      • Add practice organisation
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    • Fixed assets
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        • Using fixed assets after 22 September 2015
        • Troubleshooting fixed assets after 22 September 2015
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      • Get started
      • Find a group of transaction lines
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      • Troubleshooting
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        • Access the old report packs
    • Ways to achieve journal to bank account in Xero
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  • Xero releases
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