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Preparing Accounts

Self-paced learning
Launch course

5 Advisor credits



Learning objectives

This course takes you through the process of preparing a set of client financial reports in Xero using one of your practice report templates.

Course outline

    We'll cover the following:
    • Applying a report template
    • Text reports
    • Customising data reports
    • Switch rules
    • Fixed asset reports
    • Notes
    • Note referencing
    • Saving and publishing
    • Copy and editing

Topics covered

  • Reporting

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