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Preparing Annual Accounts using Report Packs (online)

Get your whole team up to speed with how to complete Annual Accounts using Xero

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Description

You’ll learn the full process and additional tips & tricks for completing Annual Accounts in Xero using your Practice's Report Packs.


Topics include:


  • Report Code Mapping - mapping singly, in bulk or importing mapping
  • Applying a Report Pack - saving as draft
  • Updating the Business Directory
  • Customising Notes to the Financial Statements
  • Setting up an automatic Current Account Schedule

 

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.

Prerequisites

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.