Back to your search

Reporting for month end

Self-paced learning
Launch course

Free

45 MINUTES

Learning objectives

  • How to run a Balance Sheet
  • Use Report Settings
  • Insert a Text Block to Reports
  • Run the Bank Reconciliation Summary Report
  • Run Accounts Receivable and Payable Reports
  • Customise Reports and save as a template

Course outline

    • We'll show you key features of Xero Reports to help you analyse your client's data quickly, including ways to save templates and save time when running the same reports again.

Topics covered

  • Reporting

More courses you might be interested in

2 Advisor CREDITS

Find & Recode

Learn the fastest way to fix lots of coding errors quickly. View course

Self-paced learning

Xero Essentials

Get familiar with the important stuff. These are the essentials you need to know if you're going to work with Xero. View course

Self-paced learning

40 Advisor CREDITS

Xero Advisor Certification

Get a good grounding in the key principles to convert clients, work in Xero and analyse reports View course

Self-paced learning - 4 HOURS

Still not what you're looking for?