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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

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