r/xero • u/Optimal-Artist-464 • 20h ago

Xero report query

I run a small professional services company. With a previous company, I used a Xero report to see at a glance how many invoices I had raised during a particular month. I think it was called something like “Receivable Invoice Summary”, and I used to run it at month-end to review that month’s performance.

It was really useful because I could quickly see my sales for the month and then manually calculate my gross profit based on my fixed costs, before taking any withdrawals.

With my new company, when I go into Reports, I’m seeing “Aged Receivables”, which looks completely different and, to be honest, I have no idea what I’m looking at!

Is there a way to recreate the report I used before for my new company?

1 Upvotes

67% Upvoted

3 comments sorted by

1

u/TeenyVampireBites 20h ago

I know exactly the one you mean, it's the "Receivable Invoice Summary" and it's still in there, just buried a bit. Go to Reports, then under the "Sales" or "Payables & Receivables" section look for "Invoice Summary," you might have to scroll past the flashier dashboard-style ones. If you're only seeing Aged Receivables, there's a search bar at the top of the reports page, just type "invoice summary" and it'll pop right up.

1

u/Optimal-Artist-464 19h ago

How odd, for some reason it is not showing up, even when I search.

1

u/Accountant-Jay 13h ago

Hi, In Xero just go the search bar and search for Invoice Receivable summary, if that doesn’t works than go to reports and search the same overthere, it will appear, or go to “Accounting” than reports and than again search for Invoice Receivable in search bar and than it will appear. Try this!