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Preparing beautiful financial reports in Xero

Live webinar



Learning objectives

  • Distinguish between a report template at the practice level and a report template at the client level
  • Recognise the importance of report codes and report fields
  • Learn how to customise a report template to meet the needs of your client

Course outline

    Xero Report Templates have been designed to save you time. You can create #beautiful reports for your clients using Xero Report Templates to save time. We’ll show you how to maximise efficiency by using the report templates provided by Xero and then customising them as required. There will be a Q&A session at the end of the webinar.

Topics covered

  • Reporting
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