Learn the steps required to prepare a set of client financial statements using your practice report templates.
You'll learn the full process for completing Annual Accounts in Xero using your Practice's Report Templates.
- Mapping a chart of accounts to Xero's report codes
- Applying a report template - saving as draft
- Updating the Business Directory, using Report Fields
- Customising notes to the financial statements
- Setting up automatic schedules.
- Updating the Shareholder Current Accounts.
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