Frequently Asked Questions about

Xero Report Layouts

These are some of the most commonly asked questions about relevant to Churches.
If you can’t see an answer to your question, please feel free to contact us and we’ll be happy to help.

Q. How do we change the layout of reports?

Xero has released its new layout editor which allows you to customize nearly any aspect of a financial report, as well as a new report center experience. This brings unparalleled reporting power to Xero with the flexibility to suit any user.

Some examples of things we can do now are:

  • Balance Sheet – choose the columns we want to see and create another column to calculate the change
  • Profit & Loss report – as the Balance Sheet above + change the words Profit & Loss to Surplus (Deficit)

Please watch the videos on this blog:

https://www.xero.com/blog/2016/07/change-the-way-you-work-with-reports/

 

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