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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.
Official Xero Reply
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.

Matt Barnett (Community Manager)