Xero Basics

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

Do you want to be better at managing your accounts?

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 how to use Xero properly – you don’t know, what you don’t know.   

Gain a basic+ knowledge and learn how to use Xero efficiently. 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 manage their own bookkeeping or to empower your staff by offering hands-on training. Perfect if you have a new accounts person starting or a current staff member that would benefit from a refresher course.  

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 – setup and manage 

Banking –setup bank feeds 

Sales – process sales invoices and credit notes 

Bills – process bills and email to bill function 

Bank Reconciliations – reconcile and setup bank rules 

Contacts – setup and manage

File – when and how to use 

GST – process and file GST 

Xero Resources – get help with Xero

Good bookkeeping Practices

Q&A 

DURATION: 2.5hrs

A minimum of two attendees and a maximum of five

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.