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Xero - The worlds easiest online accounting system

Report Writing (online)

Xero Report Packs learn everything you need to know on how to build and customise Report Packs in Xero.

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Description

 

 

We are currently offering to build FREE Report Pack Masters for your practice, we recommend you get these Report Masters built PRIOR to attending this course. To get our FREE Report Masters simply contact your account manager.

 

This course is a detailed online Report Writing session focusing on building and customising Report Packs.

 

Please Note: You MUST have Partner Edition (My Green Xero) in order to attend this course.

 

Topics covered include:

 

  • Report Codes – mapping and importing
  • Creating Report Packs - for Annual Accounts or Management Reports
  • Customising Report Pack layouts
  • Customising Notes to Financial Statements
  • Creating and using Report Fields
  • Creating and using Report Schedules (e.g. Current Accounts, Loans)


After which a Report Writing Handout containing exercises will be emailed out to you.

Prerequisites

The Report Writing training sessions assume a reasonable level of Xero experience. We recommend you complete our Xero core education programme before taking part in this session.