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Creating efficiency with Xero Report Templates Webinar

Live webinar

Free

1 HOUR

Learning objectives

  • Learn best practice setup and use of Xero’s default report templates
  • Understand how to customise at the report template level to save time
  • Learn how to correctly utilise report codes for reporting
  • Learn how to utilise templates year-on-year using our copy and edit functionality

Course outline

    Xero Report Templates have been designed to save you time. You can create #beautiful report templates for your practice and use them across your clients, to save time and ensure consistency.
    We’ll show you how to maximise efficiency by starting with the Xero default templates and then customising them to produce reports that reflect your brand.
    There will be a Q&A session at the end of the webinar.

Topics covered

  • Settings
  • Reporting
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