This one-hour CPD webinar is designed for accountants who want to build consistent, professional management and financial report templates using Xero HQ.

This session brings together management reporting and Xero HQ reporting into a single, practical workflow. You’ll learn how to create report templates once and then deploy them across multiple clients or client groups—saving time, improving consistency, and supporting higher-value advisory conversations.

The focus is on getting reports right from the start, so your books stay balanced, reporting is repeatable, and insights are easy to deliver throughout the year.

We will cover:

 • Creating management report templates in Xero HQ

 • Building financial statements and management reports that scale across clients

 • Date and budget columns

 • Using formulas effectively

 • Reordering columns and rows for clarity

 • Hiding row totals where appropriate

 • Fixed assets and asset pools, including depreciation treatment

 • Structuring reports to support advisory and management decision-making

If you’re already using Xero but feel your reporting is clunky, inconsistent, or too manual, this webinar shows you how to turn Xero HQ into a reporting engine you can reuse across your entire client base.

Disclaimer:

Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.