Take Xero Practice Reporting to the Next Level
Feb 28, 2022
By having the blank report feature in Xero Practice Management, you can take your reporting to the next level. It enables you to have flexibility when it comes to creating a report from scratch. Here are my three favorite ways to use the blank report:
1. Presentations
Basically anything you need to put in writing such as an Executive Summary or recommendations can be easily and professionally done using the blank report.
2. Importing from another source
Copy and paste from another source such as payroll or depreciation that you can’t use Xero report for.
3. Income account and balance sheet account
At this point in time, no other report that does this. For example: an investment property report which shows incomings, outgoings and loan details.
Where to get help for my Practice?
I have made a video where I quickly show you how to do this for your own Xero Practice Reporting. You can view this here:
We also offer a service where we can set these reports up for you or provide one on one training. You can read more about the benefits of outsourcing report set up here. If you are wanting to know how I can help guide you through this, you can book time in here to discuss how we can help.
If you had other topics you wanted more information on via the blog or our youtube channel, we would love to hear from you at [email protected]