- 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
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.
More courses you might be interested in
Managing security in Xero
Protect your business with a strong defence View course
3 Advisor CREDITS
Monthly Product Updates
Keep up with Xero's latest product updates and feature releases with our monthly product update. View course
New - 5 Payroll CREDITS
Quarterly Payroll Product Update - May 2019
Keep up with Xero's latest product updates and feature releases with our quarterly payroll update. We’ll take a deep dive into new payroll releases and show you what’s on the roadmap for the next 90 days. View course