Get to know Xero reports inside out and excel in your business

Course Overview

This training program is designed for business owners or accounting professionals who possess a foundational understanding of Xero. Led by our skilled Xero specialist, this session will walk you through the diverse range of reports accessible in Xero, along with insights into Activity Statements.

Upon completion of this training, you will gain a comprehensive understanding of the crucial financial reports offered by Xero. This knowledge will empower you to effectively utilise this information, enabling precise financial management for your business.

Please Note: This course assumes knowledge covered in our Xero Essentials (XERO101) program.

Need a quote for In-Person training?

What you’ll Receive

3 Hour Course
Workbook
Participation eCertificate
Post Course Support

Download Brochure

Pricing

Online
$219 + GST (Per Person)

Offers

Book 2 or more of our Xero courses together and get $20 off each session per person!

Book 5 or more people to attend this course and save $20 per person!

* Offers automatically applied at checkout for the booking of two courses only, if you wish to attend all three Xero courses please contact us and we will provide you with a special code to get $60 off. For the 5+ offer, participants may attend different dates of the same course, offer automatically applied at checkout. Offers cannot be combined.

Upcoming Dates

Key Topics Covered

Reports

Understand Reports
Report templates
Save a Report
Publish a Report
Export a Report
Report Layout
Creating a Budget
Import a Budget
Export a Budget
Payroll Report

Profit and Loss

Understand your Profit and Loss
How to customize your Profit and Loss
How to run Profit and Loss with tracking categories
How to create comparative reports over multiple periods

Balance Sheet

Understand your Balance Sheet
How to customize your Balance Sheet
Fixed assets and depreciation

Activity Statement

Understand Chart of Accounts GST codes
Understand Financial Settings
Simplified BAS
Complete Business Activity Statement
Complete Instalment Activity Statement

How to read your cashflow report

Different type of cashflow reports

Prepare Financial Statements in Xero

How to prepare financial statements for end of year and interim reports

Who Is This Course Ideal For?

This training is perfectly suited for individuals already familiar with Xero, particularly those engaged in the financial aspects of business accounting. If you're looking to refine your proficiency in Xero reporting, this program is tailored to meet your needs and enhance your reporting skills within the platform.