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We often post new material on our Youtube channel.

We also post new offers and beta testing options.

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Downloadable Files

Example Financial Statements

Trading Trust

With Summarised Balance Sheet and Detailed Notes

Here we have a set of financial statements of a large trust that trades, owns investment properties, has many loan accounts, both secured and unsecured, has intangibles, has 10 beneficiaries and a corporate trustee.

Producing this report took 2 minutes to go from reports tab to downloaded PDF.

How long does it take you?

Download here.

Trading Trust

With Detailed Balance Sheet and Note 1 only

Here we present the differences between a large master report template but with:

  1. The Balance Sheet shows ALL accounts (Detailed Balance Sheet)
  2. The Notes To The Financial Statements are just text with NO balances

Please keep in mind, we can build your templates so you can remove / add / edit reports to suit each client.

Download it here.

Trading Company

With Summarised Balance Sheet and Detailed Notes

Here we have a set of financial statements of a large company that trades, owns investment properties, has many loan accounts, both secured and unsecured, has 10 shareholders who all want to know who got what, has intangibles and has 2 directors who are also shareholders. 

Producing this report took 2 minutes to go from reports tab to downloaded PDF.

How long does it take you?

Download it here.

Other Resources

Management Reports

Here we have a client that wants monthly reporting and is running a 12-month budget (using Xero's budget manager). 

It shows:

  1. Budget versus actual
  2. EBITDA
  3. Cash flow
  4. Receivables and payables
  5. Details of each transaction

Producing this report took 2 minutes.

Download it here.

Productivity Guide

Here is our productivity guide.

We have a 2 minute rule.

If it takes you over 2 minutes to go from reports tab to downloaded PDF, then we want to know why.

If it takes you over 5 minutes to do this, then you must be doing some extensive customising.

If you are taking over 10 minutes, something is seriously wrong.

Rental Statement

This report is perfect for entities that hold multiple investment properties. 

Download here.

Livestock Schedule (free fields)

Here is a livestock schedule.

You enter all amounts manually.

No data fills through from the general ledger.

It is primarily for compliance financial statements.

It is based on using the ATO's guidelines, under this link on their website.

Download it here.

Livestock Schedule (general ledger)

In this livestock schedule, you only fill in the quantities.

The general ledger data fills through.

Download it here.

Frequently asked questions

What are Xero Report Templates

Xero Report Templates is the "Special Purpose Financial Reporting" platform that Xero Partners use to produce financial statements for their customers.

They are part of Xero's "Single Ledger" platform.

Basically, you can run financial statements from a Xero organisation.............BUT.........you need to understand the platform fundamentals.

That is where we help.

Why would I use Xero Report Templates

As an accountant (Xero Partner), you have the choice of using a variety of software for your customer's financial statements.

Some benefits of Xero:
  • Its all online (and secure)
  • It integrates with Xero Tax (Australia)
  • It is user friendly and simple
  • It is simple to integrate with other systems

Can you help move data from our old system

What other services are offered?

We are focusing on Xero Report Templates right now.

We may look into providing further services for other Xero Partner apps, such as forecasting and reporting addons, practice tools and business apps.

Stay tuned.

Are you up to date with Xero software?

Great question!

Donnie spends every Monday going through the "latest releases" page on the Xero website and makes any changes necessary. He also trains business owners, bookkeepers and accountants on a regular basis and they provide him with great input which ensures that content is up to date and valuable.

He also stays in touch with the Xero team as he is part of their preferred trainer network.
 

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