Xero Vendor Export Instructions

To accomplish these tasks using Xero, an online accounting software for small and medium-sized businesses, you'll need to follow a few steps. Xero provides a robust set of features for managing suppliers (often referred to as "contacts" within Xero) and tracking payments. Here's how you can pull these reports:

Report of All Suppliers Including Detailed Information

1. Log in to your Xero account.
2. Navigate to Contacts: Look for the "Contacts" menu option on the dashboard or within the main menu. Click on "Contacts" and then select "Suppliers" to view all contacts categorized as suppliers.
3. Export Supplier List: Within the Suppliers section, you may see options to filter or search for specific suppliers. To pull a comprehensive report, look for an "Export" option, usually found as a button or under a "More" dropdown menu. When exporting, ensure you select the option to include detailed information such as address, phone number, email, contact person, EIN, and Vendor ID. The export feature might allow you to customize the data fields included in the final report.

Report of All Payments to Suppliers in the Last 12 Months

1. Access the Reports Section: From the dashboard or main menu, navigate to the "Reports" section.
2. Find the Appropriate Payments Report: Look for a report that details payments to suppliers. This might be under "Account Transactions," "Aged Payables," or a similar report that tracks outgoing payments.
3. Customize the Report: Once you've found a suitable report, customize the date range to cover the last 12 months. You may also need to filter by supplier or payment type, depending on how your business categorizes transactions.
4. Export the Report: Similar to the supplier report, there should be an option to export this payments report. Ensure it includes all relevant details, such as payment date, amount, supplier name, and any references or notes associated with the payments.

Tips:

• Custom Reports: If the default reports don't meet your needs, explore creating a custom report within Xero. You might be able to select exactly which fields to include and how to organize the data.
• Help Resources: Xero has a comprehensive help center and community forums where you can find detailed guides and tips from other users on pulling specific reports.
• Contact Xero Support: If you're having trouble finding or generating the reports you need, don't hesitate to reach out to Xero's support team for assistance.

These instructions should guide you through extracting the necessary information from Xero. Keep in mind that the exact steps might vary slightly depending on the version of Xero you are using or any customizations applied to your account.