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Custom Xero report - Account Transactions with source document numbers

Started by Tinus Steenkamp -   in Find a Developer


We are looking to create a custom “Account Transactions” report for all our practice clients that includes an additional column for “Source document #”, such as sales invoice numbers. The report can be generated in any standard excel file format such as csv / xls / xlxs, we do not need to view it on the screen or in pdf format.

Please let me know potential solutions and estimated costs.

Hi Tinus

Would you mind emailing me at info@originalmind.com.au so we can discuss?


Joe Niland  

Hi Tinus,

Thanks for reaching out to the Xero Developer community. I have replied to your email.

Let me know if you haven't received it. As mentioned in the email, I believe Xero Support should be able to assist and advise you whether what you want to achieve is possible using their system.

Hope that helps.


Phone: +61 7 3726 5000
Email: alice@aikeji.com.au
Web: www.aikeji.com.au
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Alice Hu