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Preparing Accounts Using Practice Reports

Self-paced learning

6 Advisor credits


Learning objectives

Learn the steps required to prepare a set of client financial statements using your practice report templates.

Course outline

    You'll learn the full process for completing Annual Accounts in Xero using your Practice's Report Templates. Topics include:
    • 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.

Topics covered

  • Reporting

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