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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.
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...
 

Anne Burgess  

instructions are on their way.
 

Hamish Olesen  

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!
 

Philip Bridgen  

Hi Philip, I've sent the instructions. Hope you can make use of them.
 

Hamish Olesen  

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!
 

Philip Bridgen  

yes please Hamish - much appreciated. peter@business-express.co.nz
 

Peter McCarroll  

Hi Peter, I've sent the instructions. Any feedback you have is welcome.
 

Hamish Olesen  

Would really appreciate that thanks Hamish. Could you please email to vanessa@firstclassaccounts.co.nz
 

Vanessa Trott  

Hi Vanessa, the instructions are on their way.
 

Hamish Olesen  

Hamish - Appreciate if you could forward on a copy, thanks:

jonathan.gaunt@fd-works.co.uk
 

Jonathan Gaunt  

Hi Jonathan, I've sent the instructions just now.
 

Hamish Olesen  

I'd love a copy - thank you! Nicola

awoltulips@hotmail.com

 

Nicola Wells  

On their way Nicola :)
 

Hamish Olesen  

Hi Hamish would you please send a copy to
csilla@sawden.co.nz

Many thanxxx :-)
 

Csilla Weiser  

Hi Csilla, I've just sent you the instructions.
 

Hamish Olesen  

Hi Hamish can you please send me a copy

qian.huijing@live.com

thanks
 

Huijing Qian  

Hi Stephen I'm away from the office until Wednesday. I'll send it through then.
 

Hamish Olesen  

Instructions are on their way Stephen.
 

Hamish Olesen  


Hi Hamish can you please send me a copy. thanks
hello0805@hotmail.com
 

Stan Yan  

Hi Stan, I've sent you the instructions.
 

Hamish Olesen  

Stan, the e-mail I just sent has bounced back. Do you have an alternate e-mail address I can send the file to?
 

Hamish Olesen  

Hi could I please have a copy to jamie.cross@crossgroup.co.nz please and cheers.
 

Jamie Cross  

Instructions are on their way Jamie :)
 

Hamish Olesen  

Hi Hamish! May I please have a copy too? Thank you! phill@getresults.co.nz
 

Phill Coxon (WSE)  

The instructions should be with you soon Phill.
 

Hamish Olesen  

aliwister@gmail.com

Many thanks
 

Ali Allawati  

Instructions are on their way :)
 

Hamish Olesen  

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!
 

Phill Coxon (WSE)  

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.
 

Hamish Olesen  

Hi Hamish - got it this time. Looks great! I'll have a look at implementing it soon. Thank you very much!
 

Phill Coxon (WSE)  

Hey Hamish,

You'd be my personal jesus christ if you could send it to carl@webshark.co.nz

Very much appreciated!

Cheers,
Carl
 

Carl Aiau  

Hi Carl,
I've just sent the instructions to your e-mail. Have a nice day :)
 

Hamish Olesen  

Yes please
gillian@bos.org.nz
 

Gillian Krzanich  

Hi Gillian, the instructions are on their way. Enjoy!
 

Hamish Olesen  

Could I have a copy please? nathan@moovabox.com
 

Nathan Sanders  

Hi Nathan, I've just sent the instructions.
 

Hamish Olesen  

Could I grab a copy please. daniel@edpost.co.nz
 

Daniel Barnfield  

On their way Daniel.
 

Hamish Olesen  

Hi can you please send a copy to info@sypher.co.nz
Thanks
 

Bryan Corfield  

Hi Bryan. I've just sent the instructions to you by e-mail. Have a nice day :)
 

Hamish Olesen  

Hi Hamish,

Could you send me a copy of the instructions to daniel.henderson@lshaccounting.com.au

Thanks,
 

Daniel Henderson  

Hi Daniel, I've sent the instructions just now.
 

Hamish Olesen  

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.
 

Matt Barnett (Xero Staff)  

Hi there -- could you send a copy to sam (at) getwellnext.com? Thanks!
 

Sam Jenkins  

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.
 

Hamish Olesen  

Please Hamish can you send a copy to shilohsoft@gmail.com
 

Sailo Tulifau  

I've just sent them Sailo.
 

Hamish Olesen  

Hi Please can you send a copy to janetanddean@clear.net.nz. Thanks very much !!!
 

Janet Vincent  

Hi Janet, instructions are on their way :)
 

Hamish Olesen  

Hi Hamish
Can I please have a copy sent to info@adminsolution.co.nz many thanks.
 

Joanne Martin  

Hi Joanne, I've just sent the instructions to your e-mail. Have a nice day.
 

Hamish Olesen  

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
 

Hamish Olesen  

Awesome, thank you for that Hamish.
 

Di Crawford-Errington  

Can you please send a copy to info@itoaccounting.co.nz plz?
 

Philip Zhao  

Yes please,darkblue163@yahoo.com
Thanks.Catherine
 

Catherine Nightingale  

On their way Catherine. But you can also use the link in my post above. Cheers.
 

Hamish Olesen  

Hi could you please send me the copy also:
heemesh@wbb.co.nz Cheers
 

Heemesh Patel  

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.
 

Hamish Olesen  

Hi, could you please forward this to me as well please.
Thanks brandonruthmasters@gmail.com
 

Ruth Masters  

Instructions away.... Have a nice day Ruth :)
 

Hamish Olesen  

Hi Hamish, it would be great if you could send a copy to rangi@cooksonforbes.co.nz

Thanks
Rangi
 

Rangi Williams  

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.
 

Hamish Olesen  

Really cool to see this thread still active - great work Hamish and team!
 

Brittany H (Community Manager)