kevin bhagat edMu3cQKrho unsplash

Converting Clients Fixed Assets & Editing Report Templates in Xero

In this one hour webinar designed for accountants, Neha takes you through how to convert clients fixed assets in Xero.


* Limited registration only. Register before we’re filled.

What You Will Learn

Automation is the key to bring efficiency and save time. Lets get into the new Financial year by automating Fixed assets and Financial reporting in Xero.

In this one hour webinar designed for accountants, Neha takes you through how to convert clients fixed assets in Xero. We cover how to set up a clients fixed assets and adding asset pools. These are the more complex aspects of switching a client to Xero.

Fixed Assets – calculate depreciation so they can be listed as an expense on a tax return. Getting this right from the beginning saves you time as the books will remain balanced throughout the year.

Editing report templates – This is done in Xero HQ reports so that you can customise them at the HQ level for the practice. Rather than reusing reports at an organisation level, you can gain real efficiencies when you create custom reports to cover a wide number of clients. Making use of the master chart of accounts can be a benefit to you as these have the detailed report mappings built in and are ready to use with your Xero report templates.


  • Converting clients fixed assets in Xero
  • Setting up clients fixed assets & adding asset pools
  • Calculating depreciation on fixed assests
  • Editing report templates to increase efficiencies

Learn More

More reasons to signup

  • Easy

    Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.

  • Support

    Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.

  • Convenient

    Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.

  • Relevant

    Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.

  • Expert knowledge

    With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.

  • Valuable

    With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

host image

Neha Nayyar


Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

We are here to help you.

I am a ...