How to Generate Custom Payroll and Departmental Reports
This guide helps you to set the layout of your Xero invoice going forward.
Heather Allott
11 steps
47 seconds
Google Chrome
Scribe for Windows
Report Type Selection
1
In the reports Archive tab : Custom Reports. Click the "Available report types" dropdown.
2
Click "date range/pay range"
Pay Range Configuration
3
We suggest do this for pay number 6
4
Click "use pay range"
Report Generation
5
Then select the "departments" tab.
6
Followed by the "sections" tab.
7
Click "prepare report"
8
Followed by Save as Xero template You will be able to see a sample of how the report is split below or on your dash board you can send
9
return to your dashboard and select "See full 2026 - 2027 summary"
10
Click "tools" next to pay 6
11
Click "Invoice Xero" to send a new document to your Xero account for reconciliation
How to Generate Custom Payroll and Departmental Reports
This guide helps you to set the layout of your Xero invoice going forward.
Heather Allott
11 steps
47 seconds
Google Chrome
Scribe for Windows
Report Type Selection
1
In the reports Archive tab : Custom Reports. Click the "Available report types" dropdown.
2
Click "date range/pay range"
Pay Range Configuration
3
We suggest do this for pay number 6
4
Click "use pay range"
Report Generation
5
Then select the "departments" tab.
6
Followed by the "sections" tab.
7
Click "prepare report"
8
Followed by Save as Xero template You will be able to see a sample of how the report is split below or on your dash board you can send
9
return to your dashboard and select "See full 2026 - 2027 summary"
10
Click "tools" next to pay 6
11
Click "Invoice Xero" to send a new document to your Xero account for reconciliation
