It’s easy to get cluttered reports when using accounting software like Xero, which makes it difficult to focus in the big picture and discern trends. Xero reports can be customised to make the information more digestible.
Or you may want to create a custom template for a suite of reports for committee/board meetings, where you can add Notes and explanations, and only show the detail needed at that level.
This online workshop explains how to use report customisation in Xero to make your reports more meaningful, and probably save you a bit of time.
Online workshop
$20 (optional) – you will be invoiced after the workshop.
12 June 2025 10 am