To export your data, click the "Reports" tab on the navigation bar. Then, select "Annual Reports" or "Payment Method Reports". Under "Annual Reports", you can select which report type, group, and period you prefer.
Under "Payment Method Reports", you can select your report for paid or scheduled bills, the payment method and date range.
Once you're ready, click [ Report ] to export your data as a CSV file.
This file can be accessed using Microsoft Excel. If you're using any other accounting software besides Xero, simply upload this CSV file.
If you want to export this data into Xero, refer to this article.
If you'd like to export your data as a PDF, simple click [ PDF files ]. The file will be a compressed file (.Zip).
View the slides below to guide you through the steps.
*Best viewed on desktop
Step 1. Click on ‘Reports’ tab and select ‘Annual Reports’
Click on ‘Reports’ tab and select ‘Annual Reports’
Step 2. Download and view all original invoices/bills & receipts as PDFs in one ZIP compressed file.
Download and view all original invoices/bills & receipts as PDFs in one ZIP compressed file.