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Reports & Budgeting for Accountants

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

In this course, you'll learn how to run and customise some key reports for your role and how to use the Budget Manager tool to quickly create and import budgets.

Course outline

    The main topics covered are:
    • Publishing and copying reports
    • A review of the GST return
    • How to use the Budget Manager
    • Creating multiple budgets,
    • Importing and exporting, and
    • Creating management reports

Pre-course preparations

First Steps for Reporting

Topics covered

  • Reporting

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