Back to your search

Integrating CrunchBoards with Xero

Self-paced learning
Launch course

3 Advisor credits



Learning objectives

  • See how to create reports and forecasts for your client to help them grow their business
  • Understand how to use real time Xero data along with non-financial data to create alerts
  • Learn how to use 3-way forecasting and what-if scenarios to help your client understand where their business is heading

Course outline

    Understand how CrunchBoard’s powerful forecasting and reporting engine complements and extends Xero reporting.

Pre-course preparations

Build a digital practice. Watch how Chaddesley Sanford have transformed their accounting services using CrunchBoards.

Topics covered

  • Reporting

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?