Xero Basics+

Do you want to learn how to use Xero more efficiently?

Do you want to be better at managing your accounts?

Do you want to learn how to streamline bookkeeping procedures?

This is a Xero basics course with an edge. This course is suitable for beginners through to current users of Xero who want to learn more about capability of Xero accounting software.

Gain a basic+ knowledge and learn how to use Xero to manage your own business accounts. This course will set you up with a strong understanding and practical knowledge of Xero to advance your business. We will also offer you extra hints and tips on Xero features and best practices for bookkeeping that other beginner Xero courses may miss out.

Ideal for small business owners who wish to manage their own bookkeeping or to empower your staff by offering detailed training. Perfect if you have a new accounts person starting or a current staff member that would benefit from a refresher course.

Learn how Xero can help you achieve better efficiencies within your business during this hands-on workshop.

As this is a hands on workshop, we do require you to Bring your own device. However, if this is not possible we can make alternative arrangements.

YOU WILL LEARN:

- Dashboard – what it is

- Banking – how to set up bank feeds

- Sales – Processing sales and invoices

- Purchases – Entering purchases and bills

- Bank Reconciliations

- Contact List – setting up contacts & managing

- Files – how to utilise

- Xero Resources – how to get help with Xero

- Good bookkeeping practices

DURATION: 2.5hrs

A minimum of two attendees and a maximum of five

NZTE FUNDING:

We are registered with NZTE, which means that you maybe eligible for 50% off this workshop. Contact Kathryn at Marlborough Chamber of Commerce to see if you qualify. Phone 03 577 9575 or email kathryn@mcoc.org.nz. Please note that you do not have to be a Chamber member to qualify for the funding. Even if you are applying for funding, you still need to book and pay for the workshop in full. Once you have attended the workshop, we will refund you the funded portion directly to your bank account.

CANCELLATION/REFUND POLICY:

(a) Cancellations 10 days or more prior to the Workshop will attract a 5% cancellation fee. Cancellations less than 10 days prior to the Workshop will attract a 50% cancellation fee. Cancellations less than 2 days prior to the Workshop are non-refundable.

(b) We reserve the right to postpone or cancel a Workshop (e.g. due to insufficient registrations) in which case we will offer you an alternative workshop date or a full refund of all registration fees.

(c) If you receive NZTE funding, we will refund you the funded portion, once you attend the workshop.