Here’s a video and written guide with screenshots to explain how to generate reports in aio*


  • Log into aio*



  • Tap “MANAGE” on the budget of your choice and the “MANAGE” menu will pop up



  • Tap on “Report”…



  • …and the “Reports” page will appear


  • For the “MASTER” budget you can generate an expense report, a budget report or integrate with Xero to generate a Xero report.


  • Other budgets will only have the option of a budget report


  • To generate a expense or budget report, select the type of report, add a date range and tap on “SEND REPORT TO MY EMAIL



  • If you’re using aio* with Xero, then you can select “Xero report” and tap on the “SEND REPORT TO XERO” button


  • Next time you log into Xero, your company’s new aio* transactions will be available on your Xero dashboard