How to Add Notes to Financial Statements in Xero

Quick summary

Xero allows users to add notes to financial statements such as the Balance Sheet directly within the Reports section, making it easy to annotate specific line items with titles and descriptions for clearer financial documentation.

Steps

1. On Xero's main dashboard, go to the top menu bar and click 'Accounting'.
2. Choose 'Reports' from the list of options.
3. Review the options under the Financial Statements section and select one, such as the Balance Sheet.
4. Hover your mouse cursor over the cell where you wish to attach a note, then click the 'Add Note' icon.
5. Enter a title and a corresponding description into their respective input fields.
6. Review your notes, then click 'Done' to confirm.
7. The notes will be saved and attached to the selected financial statement in your Xero account.