Chapter 9
Generating Reports
IN THIS CHAPTER
Exploring and using Xero reports
Customising Xero’s reports to surface useful information
Looking at draft, published and archived reports
Downloading reports in different formats
Making use of management reports
Many business owners think accounting is simply about meeting tax obligations. Yes, 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 exciting aspect of using an accounting package such as Xero (imagine I’m jumping up and down on a soapbox, yelling this in delight) is that effective automation and integration can unlock and produce timely clean data, to surface information for fast and informed analysis and brave decision-making.
In this chapter, I show you how to take advantage of all the reporting options Xero offers, including exploring ...
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