We cover how to set up a clients fixed assets and adding asset pools.

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 customize 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.

Course Curriculum

• Converting Clients Fixed Assets & Editing Report Templates in Xero Webinar

Resources:

• Converting Clients Fixed Asset and HQ Reporting file

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.