Reports

Watch tutorial videos how to use the Reports features of Xero – cloud accounting software

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GST Returns in Xero (NZ)

With daily bank statements flowing into Xero accounting software, you can keep your reporting accurate and up-to-date as you go. This video tutorial shows you the New Zealand GST return report design in action and teaches you all about finalising returns in Xero.

Filing Activity Statements

Filing activity statements is a breeze with Xero accounting software and Practice Manager. From bank transactions flowing into Xero daily, through to filing statements with the ATO, the single ledger provides a seamless platform that transforms the economics of compliance work. This short instructional video runs through how this process works with online accounting in Xero.

Multi-Paged Reports

Creating multi-paged reports in Xero is an easy way to ensure you have all the information on your business to hand.

Historical Monthly Comparisons

If you’ve recently started using Xero accounting software and have entered conversion balances, you can also easily add and view comparative annual figures. If you need to see monthly comparatives from before your conversion date, Xero can bring in monthly figures without manually adding every transaction, using Manual Journals. This video tutorial shows you how to use Manual Journals to view your pre-conversion monthly comparatives in Xero accounting software.

Multi-currency reporting

If you deal in multiple currencies, this video shows the in’s and out’s of reporting. Including Income Statement, Balance Sheet, Foreign Currency Gains and Losses, Account Transactions, and Invoices by Contact.

Grouping Accounts on Reports

Some reports have the ability to create customized layouts. In this video we show you how group accounts together to display in a summary view on your reports like your income statement and balance sheet.

Tracking in Xero

Use tracking to review and compare different areas of your organisation, and improve your reporting. Tracking may also reduce the number of accounts in your chart of accounts, as tracking removes the need for duplicate accounts across different business areas. Learn how this feature can improve your reporting capability for your business. To find out more about reporting in Xero check out xero.com/accounting-software/financial-reporting/.

Using reporting and tracking instead of sub accounts in Xero

The Chart of Accounts is the backbone to recording your financial informations – so a well-thought out chart is the key to quality. This video tutorial shows you how to create detailed reports of your business activity using report grouping and tracking categories.

Report Customizing Options

In Xero there are plenty of options to customize the information you display on your reports. In this tutorial learn how to get the best out of your income statement or profit & loss using the filters and reporting options in Xero.

Reports and budgeting in Xero

In this webinar, Xero’s NZ Training Manger Jon Winter takes you through Xero reports and budget reporting functions.

Create budgets using Budget Manager in Xero

With Budget Manager in Xero accounting software, you can quickly prepare comprehensive budgets and compare against performance on selected periods. This video tutorial shows you how to build your overall budget in Xero using this function.

Create Report Layouts

You can customise the layout of your profit and loss, balance sheet, budget variance and tracking summary reports from within Xero accounting software. This video tutorial shows you how to: – create and customise report layouts by moving or grouping accounts – edit existing layouts – save a layout as a favourite for all users.

Balance Sheet

The balance sheet in Xero accounting software shows a snapshot of the assets, liabilities and equity of your organisation as at a particular date. This video tutorial shows you how to locate the report and navigate the formatting options.

Profit & Loss/Income Statement

The profit and loss report in Xero accounting software shows your organisation’s net income by deducting expenses from revenue for the report period. This video tutorial shows you how to: – find the profit and loss report – use the other format options available for tracking reports, period or date comparisons – export the report.

Reporting in Xero

With Xero you can view and share interactive reports and budgets – all prepared in a single click. Both accountants and businesses have a real-time view of the financials, anytime, from anywhere. Check out this video tutorial and explore the report centre to see how Xero accounting software helps you keep your business finances on track throughout the year.

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