How to master Xero report templates

SPFR in Xero - Support Resources

For our SPFR in Xero clients - these are your support resources

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Course curriculum

1. This is a series of support resources for you
2. The proven benefits of this course
3. Assumed knowledge of Xero
4. Bonus - How to manage a full client migration to Xero
5. Bonus download EXCEL - How to manage a full client migration to Xero
1. This section
2. Xero Ledgers Conversion Checklist
3. Xero Operational Updating Checklist
4. Journal Import Template
5. Xero conversion PDF guide
1. Your new reports
2. Add your logo and brand colour
3. Your new chart of accounts
4. Merging the financials with other reports and tax returns
5. Other Free Xero Resources
1. This section
2. Xero has limited options under entity settings
3. Xero does NOT roll over at period end.
4. Account codes do NOTHING for reporting
5. Summary
1. This section
2. Get a promo / Get a 30 day free trial
3. You can bulk migrate clients to Xero, and get discount
4. You can import data
5. How to update a Xero that is a mess
6. How to add conversion balances and fixed assets
7. How to add conversion balances for owners
1. This section
2. Who are the directors / shareholders / owners etc?
3. Add director, trustee, partner names to Xero
4. Xero chart of accounts essentials
5. Add some new accounts to a client
6. Import the master chart of accounts into an existing client
7. Edit / delete / archive some accounts
8. Use the reporting name
9. Report codes essentials
10. Common report codes
11. Common report codes - Revenue REV
12. Common report codes - Expense EXP
13. Common report codes - Assets ASS
14. Common report codes - Liabilty LIA
15. Common report codes - Equity EQU
16. Summary
1. This section
2. Find and recode
3. Importing movement journals and other data
4. Importing from MYOB into Xero ledgers
5. How to import from QBO into Xero ledgers
1. This section
2. Trusts - Distribute profit
3. Partnerships - Distribute profit / loss
4. Companies - Income tax and dividends
5. Sole Traders - Income tax and distribution
6. Reports for beneficiaries, shareholders, partners, unitholders and proprietors
7. Summary
1. This section
2. Choose the right financial statements
3. Date ranges
4. Which income statement should you use
5. How to use the Balance Sheet and Notes
6. How to remove / add text in the Notes
7. Beneficiary / shareholder / unitholder / partner / proprietor reporting
8. Add or delete reports
9. What can you add into reports
10. Publish the report for printing / emailing
11. How much time you should be taking
12. Summary
1. This section
1. Why do my Notes not match the balance sheet ? - switch rules
2. The cash flow statement is too difficult to use
3. I have more than 2 people to sign declarations
4. I need a livestock report
5. I need a rental statement, with properties in it
6. How do I use the management reports
7. How do I use the income tax estimator
8. I have more than 10 owners / beneficiaries
9. How do I run trustee financial statements
10. How do I use the cash flow statement
1. This section
2. Create trust distribution resolutions in Xero
3. Create an engagement letter in Xero
4. Create a comparative trial balance in Xero
5. How to create an income statement for a client
6. Create a JobKeeper report
7. Use the tax planner / preventer report
8. How to start advising using Xero
1. You are at the end!

About this course

Free
87 lessons
0 hours of video content

SPFR in Xero - Support Resources

Course curriculum

Welcome!!

Checklists & Templates

Your new reports and chart of accounts

What does not work in Xero

How to set up a brand new Xero or update one

How to update a Xero chart of acounts

How to perform end of period processes

How to determine profit, pay dividends, income tax and distributions

Prepare SPFR in Xero

Prepare GPFR in Xero

Common report support questions

Build your own Xero reports

Your are done!

About this course