Xero & WorkflowMax Reporting
Nov 10, 2022
When you are reporting from Xero Practice Manager, finding the right report can be very difficult. You can, of course, go through the Reports tab and see if you can find what you are looking for. However, my tip would be to use the Report builder. The Report builder is very useful. It has plenty of examples you can use however I usually find creating a custom report works best. We have many requests for Xero reporting webinars, so we have created several, which you can view here.
To help with your Xero reporting, I have recorded a quick FREE webinar/video. This shows how you can build a new report and the steps you need to take. You can view this here. The example used is a report that has been popular with accountants that I have dealt with recently.
Xero Practice Manager can generate meaningful reports depending on what you want. It is important to work out what you need to know what you need, and then work out where you can get that information. If you get stuck, let us know, and we may be able to help you via a Zoom session or recommend a webinar for you.
At Future Proof Accounting, we specialise in focussed, detailed webinars and training on all things accountants, bookkeepers, and practice managers can use. We have several Xero reporting webinars you can complete at your leisure. You can view these here. We also have live webinars, in which you view our upcoming sessions here. The live Xero reporting webinars are popular due to the ability to ask questions and have them answered on the spot. We use real-life examples to make the training relevant and give you the skills you need to put into practice straight away.
At Future Proof Accounting, all your Xero reporting webinars need to be covered… and much more.