In this one-hour webinar designed for accountants, Neha takes you through how to create management reports in Xero that will help in an advisory. We cover how to set up a client's fixed assets and add asset pools. These are the more complex aspects of switching a client to Xero. Management Reporting - Creating regular reports for advisory.

We will cover:

• Date and Budget columns
• Formulas
• Reordering Columns and Rows
• Hiding Row Totals Fixed Assets - calculate depreciation so it 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.

Course Curriculum

• Creating Management Report Templates in Xero Webinar

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.