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
Decide how to present the data in each report.
Customize your reports
Decide how to present the data in each report.
Compare and calculate
Apply formulas to compare budget versus actuals.
Understand your business
Easily run reports to support decision-making.
Get reports any time
View up-to-date financial and accounting reports and budgets for any period.
- 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 with financial reporting software.
- 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 with business reporting software
Understand your business
Use Xero’s wide range of financial reports to get a good understanding of your business.
- Run simple, easy-to-use, built-in reports
- Make more informed decisions with financial reporting software
- Share and discuss reports and metrics with your advisor
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 reportsCreate 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 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 dateSet 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 reportsExport 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 reportsView 1099 transactions and customize reports, then prepare and file 1099s online by connecting a partner app. You can also export the data to a CSV file.
Learn more about preparing and filing 1099 reportsView 1099 transactions and customize reports, then prepare and file 1099s online by connecting a partner app. You can also export the data to a CSV file.
Learn more about preparing and filing 1099 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.
