Sabbu Maharjan
Sabbu Maharjan
Donnie Buchanan
Freelance Cloud Accountant
About the Instructor
Hi,
Thanks for dropping by.
I have spent over 7 years working on Xero with accounting firms, bookkeeping firms and advisors.
Now you can access this experience in my courses.
My courses are designed to help you:
- Save time
- Create opportunity
- Live the life you want
The way I do that is by putting myself in your shoes.
Cheers,
Donnie Buchanan
This course is ONLY for you if:
Entry Count's has built your "Xero Report Templates".
This course does not cost you anything.
Please sign up using your "coupon code" which has been emailed to the firm's owner.
If you need your templates built, please email reports@entrycounts.com
Course Contents
67 Videos
6 Quizzes
25 Texts
1 Download
2.0 hrs
Course Curriculum
About This Course
13:09
Xero's Report Templates Essentials
12:00
- Chapter Introduction FREE PREVIEW
- Xero's single ledger FREE PREVIEW
- What are report codes? FREE PREVIEW
- Xero's practice settings for staff FREE PREVIEW
- Xero's open ledger FREE PREVIEW
- What are Xero's system limits? FREE PREVIEW
- Special purpose financial reporting
- Quiz - Xero's Report Templates Essentials
Importing The Chart of Accounts
14:07
- Chapter introduction
- Importing warning
- How do I import into a new customer
- How do I import into a new customer - with conversion balances
- How do I import into an existing customer - who has their own chart
- How do I import into an existing customer - who has the Xero default
- How do I import into an existing customer - who only needs owner accounts
- How do I import the master chart into a Xero ledger that has no transactions or balances
- Quiz - Importing chart of accounts
- How do I add owner conversion balances, including opening balances?
- How do I add more than 5 beneficiaries / shareholders / partners?
- How do I map my hire purchase or chattel mortgage accounts
- Other FAQs around this chapter
- How to enter trustee, director, partner, chairman, ABN
Half Way Mark
00:44
How To Perform End Of Period Tasks
10:43
- Chapter introduction
- How to close off Xero from others FREE PREVIEW
- How to bulk edit transactions
- How do I find if any new accounts were added?
- How to map report codes
- Use the "cheat sheet" to map report codes
- How NOT to map report codes
- Quiz - Report code knowledge check
- Quiz - End of Period
- Productivity Measures
How To Distribute Profit or Loss To Owners / Recipients
11:40
- Chapter introduction
- How to apply a loss
- How to distribute profit for trusts
- How to distribute dividends for companies (In Equity)
- How to distribute dividends for companies (In Expenses)
- How to distribute loss / profit for partnership
- How to distribute loss / profit to sole trader
- Productivity measures
How To Run The Reports
19:10
- Chapter introduction
- How to run the trading statement
- How to run the income statement
- How to run the balance sheet
- How to run the notes to financial statements
- How to run cash flow statement - draft
- How to run depreciation schedule - draft
- How to run income distribution schedule
- How to run owner accounts
- How to run the tax reconciliation report
- How to run the trustee / director / partner / proprietor declaration
- How to choose an individual trustee
- How to choose between a unit trust and discretionary trust
- How to choose an individual director to sign
- How to run the compilation report
- How to run the minutes
- How do I use the Livestock Schedule
- How do I run the rental statement
How To Publish (Finish) And Share The Reports
07:27
Management Reports
Other Support Queries
- Why do some reports look old and some new?
- I have run an ad-hoc balance sheet and its a mess!
- I have over 10 beneficiaries / shareholders / partners, how do I get the reports to work? - Option 1
- I have over 10 beneficiaries / shareholders / partners, how do I get the reports to work? - Option 2
- How to import into Xero Tax
Course Conclusion
02:33