Seminar Overview
This training program is designed for business owners or accounting professionals who possess a foundational understanding of Xero. Led by our skilled Xero specialist, this session will walk you through the diverse range of reports accessible in Xero, along with insights into Activity Statements.
Upon completion of this training, you will gain a comprehensive understanding of the crucial financial reports offered by Xero. This knowledge will empower you to effectively utilise this information, enabling precise financial management for your business.
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Please Note: This course assumes knowledge covered in our Xero Essentials (XERO101) program.
Course Outline
Reports
Understand Reports
Report templates
Save a Report
Publish a Report
Export a Report
Report Layout
Creating a Budget
Import a Budget
Export a Budget
Payroll Report
Profit and Loss
Understand your Profit and Loss
How to customize your Profit and Loss
How to run Profit and Loss with tracking categories
How to create comparative reports over multiple periods
Balance Sheet
Understand your Balance Sheet
How to customize your Balance Sheet
Fixed assets and depreciation
Activity Statement
Understand Chart of Accounts GST codes
Understand Financial Settings
Simplified BAS
Complete Business Activity Statement
Complete Instalment Activity Statement
How to read your cashflow report
Different type of cashflow reports
Prepare Financial Statements in Xero
How to prepare financial statements for end of year and interim reports
Suggested Participants
This training is perfectly suited for individuals already familiar with Xero, particularly those engaged in the financial aspects of business accounting. If you're looking to refine your proficiency in Xero reporting, this program is tailored to meet your needs and enhance your reporting skills within the platform.
Upcoming Dates
Thursday, 11 April 2024 – 1pm – 4pm AEST
Inhouse Session – Would you like us to come to you? Request a quote today.
