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Reporting in Xero

Video learning

Free

11 MINUTES

Learning objectives

You only need a few minutes each day to know that your business' finances are on track. At a glance see cash on hand, accounts payable and receivable with Xero's dashboard. You'll also learn ways to review how you are doing against budget and check out the powerful new reporting features. If that's not enough we'll also show you how to go beyond the basics to identify opportunities for improvement.

Course outline

    • Report settings (including running reports on a cash basis)
    • Fiiltering by tracking category, date or account
    • Set up customized report functionality & appearance
    • Share your findings with others
    • New Reports features and functionality

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Reporting

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