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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