How to set up a Shareholder Current Account Report
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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Replies
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...
instructions are on their way.
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!
Hi Philip, I've sent the instructions. Hope you can make use of them.
Thanks Hamish!
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!
yes please Hamish - much appreciated. peter@business-express.co.nz
Hi Peter, I've sent the instructions. Any feedback you have is welcome.
Would really appreciate that thanks Hamish. Could you please email to vanessa@firstclassaccounts.co.nz
Hi Vanessa, the instructions are on their way.
Hamish - Appreciate if you could forward on a copy, thanks:
jonathan.gaunt@fd-works.co.uk
jonathan.gaunt@fd-works.co.uk
Hi Jonathan, I've sent the instructions just now.
I'd love a copy - thank you! Nicola
awoltulips@hotmail.com
awoltulips@hotmail.com
On their way Nicola :)
Hi Hamish would you please send a copy to
csilla@sawden.co.nz
Many thanxxx :-)
csilla@sawden.co.nz
Many thanxxx :-)
Hi Csilla, I've just sent you the instructions.
Hi Hamish can you please send me a copy
qian.huijing@live.com
thanks
qian.huijing@live.com
thanks
Hi Stephen I'm away from the office until Wednesday. I'll send it through then.
Instructions are on their way Stephen.
Hi Hamish can you please send me a copy. thanks
hello0805@hotmail.com
Hi Stan, I've sent you the instructions.
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 could I please have a copy to jamie.cross@crossgroup.co.nz please and cheers.
Instructions are on their way Jamie :)
Hi Hamish! May I please have a copy too? Thank you! phill@getresults.co.nz
The instructions should be with you soon Phill.
aliwister@gmail.com
Many thanks
Many thanks
Instructions are on their way :)
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 Carl,
I've just sent the instructions to your e-mail. Have a nice day :)
I've just sent the instructions to your e-mail. Have a nice day :)
Yes please
gillian@bos.org.nz
gillian@bos.org.nz
Hi Gillian, the instructions are on their way. Enjoy!
Could I have a copy please? nathan@moovabox.com
Hi Nathan, I've just sent the instructions.
Could I grab a copy please. daniel@edpost.co.nz
On their way Daniel.
Hi can you please send a copy to info@sypher.co.nz
Thanks
Thanks
Hi Bryan. I've just sent the instructions to you by e-mail. Have a nice day :)
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 Daniel, I've sent the instructions just now.
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.
Hi there -- could you send a copy to sam (at) getwellnext.com? Thanks!
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.
Please Hamish can you send a copy to shilohsoft@gmail.com
I've just sent them Sailo.
Hi Please can you send a copy to janetanddean@clear.net.nz. Thanks very much !!!
Hi Janet, instructions are on their way :)
Hi Hamish
Can I please have a copy sent to info@adminsolution.co.nz many thanks.
Can I please have a copy sent to info@adminsolution.co.nz many thanks.
Hi Joanne, I've just sent the instructions to your e-mail. Have a nice day.
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
Awesome, thank you for that Hamish.
Can you please send a copy to info@itoaccounting.co.nz plz?
Yes please,darkblue163@yahoo.com
Thanks.Catherine
Thanks.Catherine
On their way Catherine. But you can also use the link in my post above. Cheers.
Hi could you please send me the copy also:
heemesh@wbb.co.nz Cheers
heemesh@wbb.co.nz Cheers
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
Instructions away.... Have a nice day Ruth :)
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!