Back to your search

CrunchBoards

Video learning

Free

38 MINUTES

Learning objectives

  • Take a look at the power of Crunchboards and Xero.
  • See what features are available to view client data in a different way.
  • Use live Xero data along with non-financial data to create your own bespoke boards.

Course outline

    Whether you’re new to advising clients or a veteran, see how CrunchBoards can future-proof your practice with an all-in-one forecasting and reporting engine.

Topics covered

  • Apps

More courses you might be interested in

3 Advisor CREDITS

Xero Monthly Product Update

In this webinar you will learn about the latest product updates and feature releases. View course

Live webinar - 30 MINUTES

5 Advisor CREDITS

End of Financial Year in Xero

Find out how you can get the year end process wrapped up in no time at all. View course

Self-paced learning - 45 MINUTES

40 Payroll CREDITS

Xero Payroll Certification (eLearning)

Learn how to set up your clients on Payroll in Xero, and show them how they can run pay runs, make adjustments, and reconcile and report on their payroll. View course

Self-paced learning - 3 HOURS 30 MINUTES

Still not what you're looking for?