Supercharge your Xero Reporting

Name: Supercharge your Xero Reporting
Uploaded: 2022-11-24T12:13:47.000Z
Duration: 3195 s
Description: A Certified Xero Advisor shares his tips for making custom reports using tracking, formulas, and more! Featuring a live demo file.

By Krunal Patel

53m CPD time

Basic

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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