Back to your search

Reporting & Budgeting in Xero

Self-paced learning
Launch course

4 Advisor credits


Learning objectives

  • Learn how to set up simple budgets in Xero's budget manager
  • Identify which reports can help you analyse and grow your business

Course outline

    • Reporting Overview
    • Detailed Reports
    • Budget Manager
    • Performance Reports
    • Cash Reports
    • Payroll Reports
    • Tax Reports
    • Adviser Tab
    • Publishing Reports

Topics covered

  • Settings
  • Reporting

More courses you might be interested in

3 Advisor CREDITS

Elevate your practice to the cloud: Part one

It’s the perfect time of year to start planning your practice’s move to Xero. This three-part series of Xero Now aims to take you on that journey, and this month, we’re focusing on how to get the ball rolling in your firm. First up, we have advice from the Partner team on how to make those important decisions about what’s right for your practice and your clients. Special guest Alf Magnano from CP Partners also joins us to share some great insights about how his firm made the change. View course

Self-paced learning

3 Advisor CREDITS

Monthly Product Updates

We frequently deliver great new features and we really want you to know about them, how to use them and the best way to incorporate them into your workflow. Join us each month to find out what the new releases are in Xero. View course

Self-paced learning

Still not what you're looking for?