Up-to-date accounting reports
Track your finances with accurate accounting reports. And collaborate with your advisor online in real time.
Get reports any time
See up-to-date reports when you need them.
Customize your reports
Decide what goes into each of your reports.
Compare and calculate
Use formulas to compare actual and budgeted amounts.
Keep track of business
See how your business is performing.
Get reports any time
View up-to-date financial and accounting reports and budgets for any period. There's no more waiting for month-end.
- View and share a range of reports whenever you need
- Drill down into the details with interactive reports and measure specific KPIs
- Get quick access to the reports you've marked as favourites
Customize your reports
Tailor the content and layout of your reports and reuse customized report layouts.
- Add, remove and reorder rows and columns by dragging and dropping
- Add formulas, details and notes to reports and link to report schedules
- Add tracking categories to see how different business areas are performing
Compare and calculate
Insert formulas to calculate variances between columns in your reports.
- Compare actuals versus budgeted amounts, or actuals versus actuals
- Use IF statements in formulas as well as mathematical operators
- Present results as percentages
Keep track of business
See how your business is performing with accurate financial reporting.
- Quickly prepare a detailed budget or import an existing one
- See a range of graphs on the business performance dashboard
- Share reports and metrics with your accountant or bookkeeper to get a full understanding of the numbers
More about reporting
Create a finalised, read-only version of reports that can't be edited. Archive older reports and restore them later if necessary.
See how to publish reportsBrowse all your reports – whether draft, custom, published or archived – and search them by title, date or author.
See how to search reportsSet a lock date to stop changes being made to transactions relating to a past period when reports are being prepared at the end of the year or at the end of a sales tax period. Only people with the advisor user role can set, change or remove lock dates.
See how to set a lock dateExport reports as a PDF to print or share by email - or export them into a spreadsheet for more analysis or data manipulation.
See how to export reports
Start using Xero for free
Access all Xero features for 30 days, then decide which plan best suits your business.
- Safe and secure
- Cancel any time
- 24/7 online support
The key thing about Xero is the simplicity
Ed uses Xero to run his business.
