Business Snapshot (via Analytics)

Available on Xero Business Edition subscriptions – well worth a look! Great place to gain an understanding of analysis tools and terms too.

  • Determine best setting options – Cash or accrual? Last month? Year to date?
  • Print to pdf if using regularly
  • Can provide some context on how a business is performing
  • Great place to spot high variance on specific GL codes 
  • Note results on number of days to get paid / paying bills > useful to see how cashflow is working
  • Consider uses – eg. month-end checks, conversations on cashflow, areas to focus on to improve efficiencies.

Watch Leaine’s Demo

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