Workshop for Charities and Foundations: Reporting in Xero – Customisation and Automation

FREE Workshop for UK Charities & Foundations:
Reporting in Xero | Customisation and Automation
Led by Jonathan Levy
Date: 16th November
Time: 1:00 PM – 2:00 PM (GMT)
Click here to register:- Registration Link

Running a charity or foundation demands timely and efficient financial information. In this workshop we will deep dive into the vast capabilities of Xero. Participants will learn not only how to adapt Xero’s features to cater to their specific charitable needs but also how to streamline processes for the utmost efficiency. By the end of this session, attendees will understand the unlocked power of Xero and how it can save them time and energy on a daily basis. Key areas of focus include:

– Crafting bespoke reports directly within Xero.
– Exploring Xero reporting add-ons that can help with budgeting and forecasting (no more complicated Excel spreadsheets).
– Implementing integrated Xero reporting directly in Excel for advanced financial analytics and monthly board reports.

Who Should Attend?

  • Charity CEOs
  • Charity Chairs
  • Board members
  • Charity FDs

About Jonathan Levy:
Jonathan leads AccountsPro’s outsourced finance and FD advisory services, catering to both not-for-profit and commercial clients across the UK and internationally. Beginning his journey in general accountancy in 2007, he transitioned to the industry by first taking on a Financial Controller role for an international charity. This was soon followed by pivotal FD and CFO positions in both commercial and non-commercial organisations. With his extensive experience on senior management teams and overseeing small to medium-sized entities, Jonathan possesses a depth of interdisciplinary knowledge that is invaluable to charities and foundations.

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