STANDARD PROCEDURE

PROFIT AND LOSS GENERATION

Department: Administrative Created by: Mildred Velasco

Software: Xero Revision: 0

STEP 1 STEP 2 STEP 3 STEP 4 STEP 5

Open browser and Select the correct Click the From the financial Change the date
login to Xero organisation from accounting tab and section, click profit range of the file
(login.xero.com). the upper left side select reports from and loss. from April 01 to
drop down list. the drop down list. May 31 then click
update.

STEP 7 STEP 6
Compare the PDF Click the export
file from the Xero button at the right
report page for most bottom part
accuracy. of the page and
select PDF.

KEYPOINTS CHECKLIST REQUIRED TO MAKE THE DOCUMENT:

KEYPOINTS COMPLETED REMARKS
(PLEASE CHECK BOX)
Log in details.  Required information in order to be able to navigate the Xero interface.
Department requiring the report.  Choose the correct department extracting the report.
Date range of the report.  Important information to be able to extract the correct data.
File type of the report (PDF, Excel, Google sheet)  Know what file type is needed in exporting the report.