NTR and Review Report Templates
Canadian Notice to Reader (NTR) and Review report templates are now available in Xero HQ. Easily create year-end financial statements across your entire client base using Xero’s flexible report templates, built just for Canadian accountants and bookkeepers.Log in to Xero HQ
Streamline practice workflows
Once your practice-wide report codes are mapped to each of your client's Chart of Accounts, you can quickly produce financial statements for all your clients.
Customize to your liking
Easily tailor the report content and layout to suit practically any requirement.
Follow the steps in this Xero central article to get started with Report Templates.
CIBC direct bank feed
CIBC bank balances and transaction data now flow directly into Xero, reducing manual data entry and ensuring clearer insight into cash flow. Be sure to sign up for CIBC SmartBanking™ for Business to get started.Learn more
Daily bank feed
CIBC bank balances and transaction data are transferred to Xero daily.
CIBC SmartBanking displays your business banking and Xero data to provide you with a consolidated dashboard of your bank accounts, payables, and receivables.
Follow the steps in this Xero Central article to get started with a CIBC bank feed.
GIFI code mapping
Map your client’s chart of accounts to GIFI codes and export directly out of Xero, streamlining your end-of-year workflow and reducing the need for third party apps.Learn more
Search for GIFI codes
Search for all 850 GIFI code names and numbers to accurately map your chart of accounts.
Only for Canadian partners
Be sure you have the staff-level permission in Xero HQ to begin using GIFI code mapping.
Easy GIFI file export
Once your client’s Chart of Accounts are mapped, export the GIFI file directly out of Xero and upload into your tax preparation software.
Discover more Xero features and benefits
Join the partner program to unlock all the features and great benefits of using Xero products. See how Xero can transform your practice.Sign up as a partner
Check out all the highlights from Xerocon San Diego
Learn about the latest product announcements and partnerships, see highlights from keynote speakers, and read our recent commitment to partners.Learn more
“CIBC SmartBanking” is a trademark of CIBC