Xero presents the future of new reports


Xero, the global platform for small businesses, today revealed that it will implement a series of major technology and design updates for new reports over the next six months, to help accountants and bookkeepers discover and present valuable information to clients.

The new updates are part of Xero’s broader investment in reports, to help advisers and small businesses easily customize reports, get answers quickly, and optimize their financial analysis.

Recent enhancements to the new reports include greater control over accounts and balances in the Account Transactions report and powerful one-click settings that tailor reports to user needs. It also includes enhancements to Xero reporting styles in Xero HQ, giving users the ability to change the size of fonts, as well as add preset and custom watermarks.

Over the next several months, Xero users will notice a variety of other enhancements, including:

  • new ways to access and search reports
  • the ability to customize content and layout
  • add cell annotations
  • create management reports

With more editing options and a revamped layout, accountants and bookkeepers will be better able to customize reports to suit their unique needs and style.

The investment in new reports comes as Xero recently launched Xero Analytics Plus, bringing powerful predictions and accurate forecasts to customers.



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