Set up a client's advanced business performance ratios

If you're an accountant or bookkeeper using Partner Edition, your clients can benefit from extra graphs on their business performance dashboard, based on report codes. You can choose whether to turn these on or not.

Ensure your client's report codes are accurately mapped

Before you turn on advanced ratios for a client, check their accounts are all mapped to appropriate report codes.

Map report codes to your client's chart of accounts

Turn on advanced ratios in a client's organisation

  1. Open the client's Xero organisation.
  2. Go to Reports, then click All Reports.
  3. Under Financial, click ... to expand the section.
  4. Click Business Performance.
  5. Alongside the Advanced Ratios heading, click Make visible.

    Image showing advanced ratios.