Build a report

Upload the Xero exports below — the client name and month are read straight off the Profit and Loss file, so there's nothing to pick.

Current financial year required

Profit and Loss export (.xlsx)

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Account Transactions export (.xlsx)

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Previous financial year optional — enables year-on-year

Profit and Loss export (.xlsx)

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Account Transactions export (.xlsx)

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Chart of accounts optional — enables the cash bridge

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Reports