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Getting Started with Report Templates

Self-paced learning
Launch course

5 Advisor credits

Free

25 MINUTES

Learning objectives

In Xero, you can create report templates for your practice and use them across any or all clients to save time and ensure consistency. Xero provides a series of pre-built templates to help you get started and these can be tweaked and customized further.

Course outline

    • Getting started with report templates
    • Getting access to report templates
    • Adding static information
    • Getting to know report codes
    • Creating new report templates

Pre-course preparations

Experience working with Xero

Topics covered

  • Reporting

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