Xero Invoice Export Report

Overview

Updated 11/22/2022

Export records in Xero format

• Click here to go to the Operational Category (list of Standard Reports)

Click on the links below for more information: List of Standard Reports List of BOLD Analyze Reports List of INSIGHTS Dashboards List of Business Intelligence (BI) Reports

CHAPTERS Legend Locating the Report Logic Filter Options Field Details

Legend

Locating the Report

1. Click on Analyze Tab
   The Reports Sub Tab will automatically be selected
2. In the Search Reports field, type XERO
3. Click on the Xero Invoice Export Report

Logic

Export records in Xero format

• Click here to go to the Operational Category (list of Standard Reports)

Filter Options

	Filter Name	Options	Description
	Division
	Region
	Office
	Invoice Date

Field Details

• Click here to go to the Operational Category (list of Standard Reports)

Field Name	Description	Notes
Contact Name
Email Address
PO Address Line 1
PO Address Line 2
PO Address Line 3
PO Address Line 4
PO City
PO Region
PO Postal Code
PO Country
Invoice Number
Reference
Invoice Date
Due Date
Inventory Item Code
Description
Quantity
Unit Amount
Discount
Account Code
Tax Type