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Reporting for month end

Self-paced learning
Launch course

Free

35 MINUTES

Learning objectives

  • How to run a Balance Sheet
  • use Report Settings
  • insert a Text Block to Reports
  • run the Bank Reconciliation Summary Report
  • run Accounts Receivable and Payable Reports
  • customise Reports and save as a template

Course outline

    We'll show you key features of Xero Reports to help you analyse your client's data quickly, including ways to save templates and save time when running the same reports again.

    Note: This is one of the core courses for Xero Certification. If you wish to get certified, register here .

    Download the Quick reference guide for the course .

Topics covered

  • Reporting

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