Prepare your clients’ books for year-end. Learn how to finalise their accounts and seamlessly prepare and send financial reports for their signature, all within Xero.
For accountants & bookkeepers. Practical ways to improve the way you create year-end reports in Xero. Use customised report templates across your client base, check report data for each client, and update existing reports to save time each year.
For accountants & bookkeepers. Refresh your knowledge on using document packs to combine clients’ year-end documents and request e-signatures to digitise your year-end workflow.
For accountants & bookkeepers. Refresh your knowledge on finalising bank accounts, debtors and creditors in Xero to make your year end simple.
For accountants & bookkeepers. Refresh your knowledge on how easy it is to reconcile your fixed assets in Xero.
For all audiences. Download this best-practice checklist to help you sort and prepare financial year-end data. Check off each step in the process, and get links to more information.
This is a webinar recording for accountants & bookkeepers. We’ll show you what to check before you start finalising the year end for your clients in Xero. Discover tips to get client information, review their Xero organisation and make adjustments...
This is a webinar recording for accountants & bookkeepers. Unlock the full potential of Xero’s reporting this year end. Explore client-level edits to annual reports, and learn how report templates can increase efficiency in your practice.
