- Find, customise and analyse reports to track business activity.
- Add budgets in Xero to help plan and make decisions and view performance graphs to track business performance.
Customise reports to refine what you want to see. Add comparative data for budgets and tracking, or add notes to explain elements of the report. Monitor business performance by comparing budgeted figures with actuals. View and add business performance graphs to the dashboard to monitor performance.
More courses you might be interested in
Managing security in Xero
Protect your business with a strong defence View course
40 Migration CREDITS - 3 CPE CREDITS
Xero Migration Certification (Self-Paced)
Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course
New - 40 Advisor CREDITS - 7 CPE CREDITS
Xero Advisor Certification (self-paced)
Xero Advisor Certification shows you how to use all the core features of Xero to help you advise your clients. From setting up to bank reconciliation, right through to reporting. View course