Simplify client reporting for year end
Outline
Watch this if you are:
- Accountant or bookkeeper who prepares annual reports for clients
Watch this to learn about:
Overview of report templates in Xero HQ to streamline the reporting process
Overview of report fields to automatically populate client information in Xero
Overview of report codes to drive where client’s account codes appear in the reports
Run a report template from a clients Xero organisation
Examples of some client level report edits
Duplicate a published report using ‘Copy and Edit’ for the following year