Xero: Retiring old versions of reports

Xero has two versions of reports – and old version and a new version. They are retiring the old version of their reports at 7pm BST on 30 July 2023. At which point, it will be time to switch to their exciting new reports and you will no longer have access to old reports. If you haven’t made the switch to new reports, we urge you to start using them now, so you have time to get used to them before the old versions are retired.

To find reports, click the Accounting menu in Xero, then select Reports. On the Reports screen, you can access and browse all of the reports available.

What is going to happen?

• You will have read-only access to old published and archived reports
• You won’t be able to run old reports
• Any saved drafts of old reports will be removed from Xero
• There are some reports that won’t be retired on this date, as Xero are upgrading them in a different way or at a later date:
  • VAT Return report
  • VAT Reconciliation report
  • Budget Manager
  • Budget Summary report
  • Expense Claim Summary report
  • Foreign Currency Gains and Losses report
  • Inventory Item Summary report
  • Sales by Item report
  • Tracking Summary report
  • Unrealised Gains and Losses report

How to use new reports

Look out for the tips and tricks panel on the right side of the most popular reports, with links, support articles and step by step guide videos.

Xero will be running live webinars, the first of which is on 10 August 2023 at 2pm. To register follow this link: Improve your reporting with Xero’s new reports : Xero

Xero also have a number of videos on their You Tube channel for assistance: Enhance your reporting with Xero – YouTube

If you have any queries, require assistance with the transition or wish to discuss, please contact your local Whitings Office.

Disclaimer - All information in this post was correct at time of writing.