Supercharge your Xero Reporting
By Krunal Patel
53m CPD time
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Krunal Patel shares his tips for making the most of Xero's reporting capabilities, so that you can deliver value-add services to your clients.
Included in this session:
- Creating practice level templates in Xero HQ
- Statement of Cash Flows - break down
- "Dummy subsidiary ledgers" using tracking
- Customising reports with columns
- Customising aged receivables by grouping contacts for KPI measures
Download the slides in the Resources tab.
Date recorded: 24 November 2022