Drill down into a P&L or balance sheetPro
Open supported Profit and Loss or Balance Sheet drill-downs separately and keep visited figures highlighted, so the report remains your point of reference.
- Preserve the report while investigating detail.
- See which figures you have already followed.
Export report to clipboardPro
Copy the displayed Xero report headings, rows, totals and comparison columns for use in a spreadsheet, including expanded detail where required.
- Move structured report data to the clipboard.
- Expand groups before copying when line-level detail is needed.
Adjust Balance Sheet by journalPro
Enter dated closing balances, select a balancing account and let RachelsTools calculate the differences before preparing a native adjustment journal draft.
- Review the calculated adjustments before saving.
- Keep the final posting inside Xero’s normal journal workflow.
Split: Balance Sheet reportsPro
Use the split drill-down beside a supported Balance Sheet row to keep the report visible while its matching transactions appear alongside it.
- Maintain the report context on the left.
- Review the underlying transactions on the right.
Split: P&L reportsPro
Open the matching transactions beside a supported Profit and Loss row, keeping the figure and its source detail in one view.
- Compare the total with its transactions.
- Move between report rows without losing the main report.
Split: Accounts receivable/payablePro
Split a supported receivables or payables summary beside the transactions for the selected customer or supplier.
- Keep the summary visible.
- Review account-level activity without navigating away.
Saved report settingsPro
Save supported Xero report settings and column layouts as named presets, then recall them from the RachelsTools report menu.
- Reuse reporting layouts across repeat work.
- Give useful setups names that make them easy to recognise.