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.

Image of Report Codes on the 'For Review' tab with codes highlighted 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

Map report codes to your client's chart of accounts

Managing report codes flagged for review

Import or export report codes

Import or export your practice's report codes

Download a list of report codes

List of report codes (Excel, 133KB)