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Learning objectives

  • 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.

Course outline

    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.

Topics covered

  • Reporting

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