- Discover powerful, flexible reporting fuelled by your client's information in Xero.
- See how to customise columns, formulas and dynamic fields with just a few clicks.
- Understand how to streamline the report preparation process to increase accuracy and timeliness.
The templates mean there is no need to duplicate work. The workshop covers: staff permissions, report codes, setting up templates, groups and formulas, report fields and report schedules.
Please be aware that spaces are limited to two per practice.
If the course is showing as full please email firstname.lastname@example.org
You must be Xero Certified to attend this session.
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
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
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