Report codes for practices using report templates
Report codes let you create report templates for client groups, while letting individual organizations use their own charts of accounts. They form the basis of more accurate reporting in report templates and advanced business performance ratios.
Get started with report code mapping
Before you can use report templates effectively for each client, you need to map each client's chart of accounts to your practice's report codes.
Xero will make a best guess for each account. These accounts are highlighted for your review with a yellow dot.
You'll need to check the mapping for each account and edit any that need to change.
The deeper the mapping you choose, the more flexible your reporting will be.
Edit report code mapping
Import or export report codes
Download a list of report codes
List of report codes (Excel, 133KB)