Become a master in Xero Report Templates
This course is ONLY for our Xero Report Templates customers..........we have another course for those who have not
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
Donnie Buchanan
Xero Reporting Guru
Welcome!
FREE PREVIEWThis course was last updated on 22 April 2018
How to get around this course
FREE PREVIEWYour new toys
FREE PREVIEWYour report code cheat sheet
The best way to do this training
FREE PREVIEWYoutube Channel
FREE PREVIEWQuiz - About This Course
FREE PREVIEWChapter Introduction
FREE PREVIEWXero's single ledger
FREE PREVIEWWhat are report codes?
FREE PREVIEWXero's practice settings for staff
FREE PREVIEWXero's open ledger
FREE PREVIEWWhat are Xero's system limits?
FREE PREVIEWSpecial purpose financial reporting
Quiz - Xero's Report Templates Essentials
Chapter Introduction
How do I use the master chart of accounts
How can I use excel and save time
How do I use the account code
How do I use the reporting name
How do I export and re-import
How do I create contra accounts
Quiz - Chart of Accounts Essentials
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
Set up phase complete
Chapter introduction
How to close off Xero from others
FREE PREVIEWHow 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
Chapter Introduction
How to use excel drop down lists and automate importing into Xero ledgers
How to export movement from QBO online and import into Xero ledgers
How to export bank transactions from QBO online and import into Xero Ledgers
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
Chapter introduction
How to run the report templates
How to remove, sort or add reports
How to use report settings
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
Chapter introduction
How to publish this report
How to create a customer template
How to share the report
Productivity measures
Chapter Introduction
How to use our management reports
How to run a budget
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 completed!
Your last task - 5 minute survey on our awesomeness
Congratulations