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Disclaimer: Due to the current uncertainty regarding coronavirus, many events are being cancelled. Please contact the event organiser directly via the contact details on the listing if you are unsure.

Xero Bank Rules and Reporting

Step by Step instruction for Reporting and Bank Rules setup

Step by Step instruction for Reporting and Bank Rules setup



About this Event




Book your place on our next Xero webinar, where JOSIE HARDS (Murray Nankivell) will host SARAH BOYCE (Xero) to give step by step instruction on Reporting and make sure you have all your Bank Rules set up beautifully in Xero

  • Get reports when you need them – make light work of financial reporting. View and share interactive reports and budgets in real time – no more waiting for month end to find out how your business is performing.
  • Customise to suit your business - get the insights you need to grow your business. Use custom columns, formulas, text blocks and drag-and-drop accounts to edit the report to suit your business.
  • Keep track of progress - quickly prepare a detailed budget or import an existing one, and compare financial performance against actual or selected periods.
  • Compare and calculate in Xero - formulas let you calculate variances between any columns on your reports – whether actuals versus budget, or actuals versus other actuals.

Sarah will also show you how to set up Bank Rules to save time and reduce your bank reconciliation effort – time that you never get back.

This session is suitable for all levels of users – if you have Reporting and Bank Rules set up correctly for the way you want to manage your business then life is simple. If you have been struggling or want to ask specific questions with Reporting and Bank Rules then this webinar is for you.

Participant numbers will be limited to ensure questions can be answered with a level of detail.






Sarah Boyce, Xero






Josie Hards, Murray Nankivell, Bordertown




Category Business