Chapter 9

Generating Reports


check Using and keeping track of Xero’s old and new reports

check Adapting Xero’s reports to meet your needs

check Looking at draft, published, connected and archived reports

check Downloading reports in different formats

check Making use of management reports

Many business owners think accounting is simply about meeting tax obligations. Unfortunately, you do need to be concerned about tax and that’s why a great tax accountant is a vital component of your business advisory team. However, tax isn’t the only thing accounting is concerned with — and it shouldn’t be your only concern either. The really exciting aspect of using an accounting package like Xero (imagine I’m jumping up and down on a soapbox, yelling this in delight) is that it enables you to produce timely and accurate management reports that can help you make informed decisions.

In this chapter, I show you how to take advantage of all the reporting options Xero offers, including customising reports, knowing ...

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