Using Report templates
When you are ready to use the Report templates in a specific Xero company, this is what you can do:
- Head to the Reports menu and click on Advisor:
Figure 17.13: The Advisor reports screen
- Choose the template you wish to use; I have selected Professional Services. This is the same Professional Services template we edited earlier in this chapter:
Figure 17.14: Balance Sheet from the Professional Services template
- Under Cash and cash equivalents, you will see the amount from the savings account.
Again, this can be a time-consuming process. So, you can also choose to use a chart of accounts template that has been mapped, and it will be much simpler the next time you do this.
