Get your whole team up to speed with how to complete Annual Accounts using Xero
You’ll learn the full process and additional tips & tricks for completing Annual Accounts in Xero using your Practice's Report Packs.
- Report Code Mapping - mapping singly, in bulk or importing mapping
- Applying a Report Pack - saving as draft
- Reconciliation Reports
- Manual Journals
- Updating the Business Directory
- Customising Notes to the Financial Statements
- Setting up an automatic Current Account Schedule
- Lock dates
Please note: This course does not cover creating or customising Report Packs. To learn about Report Pack customisation we recommend attending our Report Writing webinars.
The Annual Accounts training sessions assume a reasonable level of Xero experience. Please ensure you have completed Xero core education programme before taking part in this session.