Workspace settings

Your Workspace’s reporting settings give your assistant context for finance questions. They are shared by everyone in the Workspace.

Any Workspace member can update these settings while the subscription allows changes. Agree the values with your team before changing them.

Update the reporting settings

1. Check the Workspace in the product header.
2. Open Administration > Workspace Settings.
3. Enter a three-letter Reporting currency, such as AUD or GBP.
4. Choose the Year-end month and Day for your financial year end.
5. Choose the Time zone used by the Workspace.
6. Select Save settings.

For example, an Australian business might use AUD, 30 June and Australia/Brisbane.

These settings describe the Workspace. They do not change the base currency or financial year end of your Xero organisations. Ask your assistant to state the currency and period used in an analysis rather than assuming the settings convert transaction amounts.

Check the result

Ask your connected assistant:

Show the xpnAI Workspace’s reporting currency, financial year end and time zone.

If settings have not been completed, your assistant may report a missing currency or year end.

If another person changes the settings while you are editing, reload the latest values, review them and reapply your changes before saving. If a save is blocked by billing, ask a Subscription Administrator to check the subscription.