Xero 系列之任意期间会计报表

小马财软通

于 2021-11-23 12:11:22 发布

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分类专栏： Xero 文章标签：职场和发展

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本文介绍了如何在Xero会计软件中为银行贷款申请调整报告，以便将2020年12月31日作为结束日期，并与上一完整年度（2019年4月1日至2020年3月31日）进行比较。步骤包括编辑报告的日期范围，选择正确的财务年度，然后保存设置。这样就能得到银行所需的财务报告了。

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How to generate interim report in Xero (with 31 December ending date compare with 01-APR-2019 to 31-MAR-2020 Period)

My Client want get loan from the bank, Bank ask for last year annual accounts and the year before last year and also 31 December 2020 accounts.

If you use Xero report you will find the date range setup, there you could change the ending balance date to 31 December 2020 Then the compare with period will become last 9 months from July to Mar 2020.

But I want compare with last full 2020 period, how to sort it out?

Step 1: click edit in the P&L and other report you want change period

Step 2: Click the period you did not like

Step 3: Choose the right you would like to show on the report on your right, it could set up by from and to date, or just choose financial year.

Step 4: Click Done button on the top right. Everything is ready, good job!

Xero 系列之 任意期间会计报表

Xero 系列之任意期间会计报表