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FINANCIAL REPORTING

View and share interactive reports and budgets in real-time, all prepared with a single click — no more waiting for month end. Complete your sales tax returns in minutes, not hours. All reports link through to the source transactions.

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Comprehensive & flexible

Over 40 reports cover basic and advanced financial reports: profit & loss, balance sheet, management reports, sales tax return, depreciation schedule, foreign currency gains & losses – all prepared with a single click or completely configurable.

Reporting -returns

Quick & easy 1099s

Take the hassle out of creating and filing your 1099 reports. Simply create a couple of rules and let Xero intelligently filter out all the transactions that match. Fine tune the details then file your 1099 online - beautiful.

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Detailed exports & snapshots

Report snapshots let you track changes over time. Export reports to Excel or Google Docs and keep all the formatting and formulas. Or export them as a PDF.

Tracking categories

Track how specific areas of your business are performing, such as: Departments, regions, sales people - you decide what to track.

Budget manager

Quickly prepare a comprehensive budget and compare performance against actual or selected periods.

Lock dates

You can close off your accounts at the end of reporting periods such as tax periods and financial year-end.

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