How to create trust distribution resolutions in Xero
September 8, 2018
This post is for accountants who use Xero and want to send out trust distribution resolutions that look like thier Xero financial statements....
How to create a trial balance with comparatives in Xero
July 13, 2018
This post is for bookkeepers and accountants that require a trial balance in Xero, that has comparatives. ...
Why Xero reports don't work
February 23, 2018
This blog is for any user of Xero who uses performance or statutory reports. It is a little technical, not for the faint-hearted.
Here are some definitions:
Business owner = a client of a bookkeeping or accounting firmBookkeeper = licensed / registered agentAccountant = lice...
How to improve your Xero ledger efficiency
January 23, 2018
This post is for accountants that use Xero ledgers and Xero report templates.
You are looking for better processes for getting data into a Xero ledger....
How our Xero Report Templates integrate with Xero Tax (Australia only)
September 9, 2017
Who is this post for?
This post is for Xero Partners who use Xero Report Templates and Xero Tax. It shows you how Xero "maps" from the general ledger to tax labels....
How to build an income tax estimator in Xero report templates
September 4, 2017
Who is this post for?
This post is for Xero Partners who use Xero Report Templates.
It shows you:
How to create a report that pulls in all revenue and expensesMakes tax adjustments for taxable profit Then estimates tax payable using any custom tax rate of your choice
It is a cash manag...
How to create a rental statement, using Xero report templates
August 21, 2017
Who is this post for?
This post is for Xero Partners who use Xero Report Templates.
Do you have clients who own real estate and want to track each locations performance, without massive editing and reporting headaches?
Then check out the video below!...
How productive are you with Xero reports?
August 14, 2017
Who is this post for?
This post is for Xero Partners who use Xero report templates.
It will help you:
Measure your productivity against our customersDetermine what you need to do to get to the same level as our customers...