Xero Tip of the Month – Fast Financial Reporting

​View and share interactive reports and budgets in real time, all prepared with a single click – no more waiting until the end of the month. Complete your BAS returns in minutes, not hours. Easily drill into reports to get more detail.

 

  • Comprehensive and flexible

    Xero has over 40 basic and advanced financial reports: profit and loss, balance sheet, management reports, BAS return, depreciation schedule, foreign currency gains and losses. All are prepared with a single click or completely configurable.

 

  • Quick and easy tax returns

    Your BAS return is automatically calculated, saving you hours. Keep a complete audit trail by saving a snapshot after you file your return.

 

  • Detailed exports and snapshots

    Report snapshots let you track changes over time. Export reports to Excel or Google Docs and keep the formatting and formulas. Or export them as a PDF.

 

  • Add tracking categories

    Track how specific areas of your business are performing, such as departments, regions, sales people – you decide what to track.

 

  • Budget manager

    Quickly prepare a comprehensive budget and compare performance against actual or selected periods.

 

  • Lock dates

    You can close off your accounts at the end of reporting periods such as tax time and financial year-end.

Janenne Poulter – Client Services Manager