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Xero - The worlds easiest online accounting system

Reports and Budgeting (online)

Get the most out of the reports available in your Xero organisations.

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Description

 

Get the most out of the reports available in your Xero organisations.

The course will focus on the following:

 

  • Key reports for viewing detailed account information;

  • A review of the GST return;

  • Budget Manager: creating multiple budgets, importing and exporting

  • Profit & Loss: customising layouts and using tracking

  • Creating management reports

  • Publishing and copying reports

 

Note: This course does NOT use Report Packs set up in Partner Edition.

Email training@xero.com if you have any questions about this course.

 

Prerequisites

This course assumes you are familiar with topics covered in our Core Training programme such as tracking and importing/exporting files.