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Xero Tip #7: New Layout Editor for Financial Reports


Aug 25, 2016


Ready to kick your financial reports up a notch? A new layout from Xero could make your reports easier than ever before.

If you have a business then you know just how important it is that you stay on track with reports.

Reports are crucial, but they can also be confusing or even boring.

That’s why Xero has updated their report layouts to include lots of interesting new features. We want to let you and all our other clients know about this new aspect of Xero that will change the way you create reports.

Head over into Xero and check out the ‘Reports’ tab.

The new reports are shown with the word ‘New’ in a grey box next to them:

 Xero New Reports

Xero’s new reports have much more flexible settings and layouts than the older reports. The new design improves their readability, as well.

Here are some of the great new features:

On the new financial reports you can:

– Add your own columns for the date or budget

– Change account groupings

– Edit formulas

With the other new reports you can:

– Select the columns to include and sort them

– Group by tracking category and other information.

All of the new reports will allow you to:

– Use filters to find the exact information you need

– Save your preferred settings as a custom template

The best way you’ll learn how to use these reports is to play around with them. Through use, you’ll find out which new layout works best for you. Some of our favourite reports for everyday use here at Nitschke Nancarrow include:

– Profit and Loss

– Cash Summary

– Budget Manager

– Aged Receivables and Payable

If you have any questions on Xero’s new reports, contact Nitschke Nancarrow.

xero-certified-advisor-logo-hires-RGB– Morgan Griffin

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