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How to Add Notes to Financial Statements in Xero

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It is very easy to add notes to financial statements in Xero. Here’s a quick tutorial on how to do it:

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  1. On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
  2. Choose 'Reports' from the list of options.
  3. After that, go over the options under the Financial Statements section and choose one.
  4. Hover your mouse cursor over the cell where you wish to attach a note, then tap the 'Add Note' icon.
  5. Subsequently, come up with a title and a corresponding description. Enter the details into their respective input fields.
  6. Review your notes, then click 'Done' afterwards.
  7. Finally, the notes will be added to the selected financial statement document in your Xero account.
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