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Community > Accounting >
How to set up a Shareholder Current Account Report
Started by Hamish Olesen - in Accounting
Hi there, I have written up some instructions on how to create a Shareholder Current Account report in a report pack using a balance sheet template. If you are interested I can send you a PDF of the instructions. Just reply with your details and I e-mail them through.
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Best Reply
as chosen by Brittany H (Community Manager)
Hi everyone, note that if you're in New Zealand or Australia, then using our Report Schedules feature is the best way to prepare shareholder current account reports.
If you're elsewhere, then here are self-serve downloadable instructions for Hamish's shareholder current accounts process.
If you're elsewhere, then here are self-serve downloadable instructions for Hamish's shareholder current accounts process.
Yes please, thank you very much. email; sumassistance.office@gmail.com Cheers Hamish - there is a dot. before the office. Don't know if you can see it that well...
Yes please #2: philip.bridgen@paradise.net.nz
With the tide (more a ripple really, given the size of my client list) of SME annual accounts rising before me, I have been wondering how best to tackle Current Accounts. Pasting a suitably-formatted Excel worksheet into a blank Report Pack page had seemed the easiest strategy up till now!
With the tide (more a ripple really, given the size of my client list) of SME annual accounts rising before me, I have been wondering how best to tackle Current Accounts. Pasting a suitably-formatted Excel worksheet into a blank Report Pack page had seemed the easiest strategy up till now!
Thanks Hamish - I think the instructions and example are very clear and straightforward. The proof will be when I add a Shareholder's Current Account page to the first set of client Annuals!
Would really appreciate that thanks Hamish. Could you please email to vanessa@firstclassaccounts.co.nz
Hamish - Appreciate if you could forward on a copy, thanks:
jonathan.gaunt@fd-works.co.uk
jonathan.gaunt@fd-works.co.uk
Stan, the e-mail I just sent has bounced back. Do you have an alternate e-mail address I can send the file to?
Hi Hamish! Just wanted to follow up quickly as I haven't received anything to my email address. I checked my spam folder and nothing there either. If you've sent it to me already would you please send again to phill@getresults.co.nz and CC: to phillc@xtra.co.nz just to be sure - I'd really appreciate it.
Thank you!
Thank you!
Hi Phill, I've just sent the instructions again to both e-mail addresses. Let me know if you still have a problem receiving them.
Hi Hamish - got it this time. Looks great! I'll have a look at implementing it soon. Thank you very much!
Hey Hamish,
You'd be my personal jesus christ if you could send it to carl@webshark.co.nz
Very much appreciated!
Cheers,
Carl
You'd be my personal jesus christ if you could send it to carl@webshark.co.nz
Very much appreciated!
Cheers,
Carl
Hi Hamish,
Could you send me a copy of the instructions to daniel.henderson@lshaccounting.com.au
Thanks,
Could you send me a copy of the instructions to daniel.henderson@lshaccounting.com.au
Thanks,
Hi everyone. For those who can access report packs (as at today, only NZ accounting partners), we have introduced the ability to template schedules such as shareholder current accounts and loans. Learn more on our blog and in Help.
On their way Sam, but as Matt Barnett has posted above, you don't need to do this "work-around" anymore as you can use report schedules inside Xero to produce Shareholder Current Accounts.
Hi Everyone, following the wise advice of Xero's Matt Barnet, here is a link to the instructions which have been put in the cloud for you to reference as and when you need. If you have any queries about the instructions, please feel free to post your query here.
Instructions on How to create a Shareholder Current Account In Xero
Instructions on How to create a Shareholder Current Account In Xero
Hi Heemesh, I have sent the instructions but for others reading this post, don't forget there is an internet link to the instructions in one of my posts above.
Hi, could you please forward this to me as well please.
Thanks brandonruthmasters@gmail.com
Thanks brandonruthmasters@gmail.com
Hi Hamish, it would be great if you could send a copy to rangi@cooksonforbes.co.nz
Thanks
Rangi
Thanks
Rangi
Hi Rangi, I have emailed the instructions to you, but don't forget you can use "Schedules" in Xero to do this sort of thing now.
Really cool to see this thread still active - great work Hamish and team!
Hi Hamish - can you please forward your instructions to nadi@equuspartners.com.au
Cheers for the initiative and help.
Cheers for the initiative and help.
Hi Nadi, I have sent you the instructions via e-mail but don't forget you don't need this kind of work-around any more. You can use 'Schedules' in Xero to do this sort of thing now.
Hamish That would be fantastic, have struggled with the best options. michele@twigden.co.nz
Best Reply
as chosen by Brittany H (Community Manager)
Hi everyone, note that if you're in New Zealand or Australia, then using our Report Schedules feature is the best way to prepare shareholder current account reports.
If you're elsewhere, then here are self-serve downloadable instructions for Hamish's shareholder current accounts process.
If you're elsewhere, then here are self-serve downloadable instructions for Hamish's shareholder current accounts process.