SPFR in Xero - Support Resources
For our SPFR in Xero clients - these are your support resources
This is a series of support resources for you
The proven benefits of this course
Assumed knowledge of Xero
Bonus - How to manage a full client migration to Xero
Bonus download EXCEL - How to manage a full client migration to Xero
This section
Xero Ledgers Conversion Checklist
Xero Operational Updating Checklist
Journal Import Template
Xero conversion PDF guide
Your new reports
Add your logo and brand colour
Your new chart of accounts
Merging the financials with other reports and tax returns
Other Free Xero Resources
This section
Xero has limited options under entity settings
Xero does NOT roll over at period end.
Account codes do NOTHING for reporting
Summary
This section
Get a promo / Get a 30 day free trial
You can bulk migrate clients to Xero, and get discount
You can import data
How to update a Xero that is a mess
How to add conversion balances and fixed assets
How to add conversion balances for owners
This section
Who are the directors / shareholders / owners etc?
Add director, trustee, partner names to Xero
Xero chart of accounts essentials
Add some new accounts to a client
Import the master chart of accounts into an existing client
Edit / delete / archive some accounts
Use the reporting name
Report codes essentials
Common report codes
Common report codes - Revenue REV
Common report codes - Expense EXP
Common report codes - Assets ASS
Common report codes - Liabilty LIA
Common report codes - Equity EQU
Summary