Xero Day

Morning Session - 9:00 for 9:30 start, ends 12:00

Who is this for?

For recent adopters of Xero or those wanting a practical guide through Xero and its functions

Course content:

Setup

• Setting up your business on Xero and how to tailor the settings and chart of accounts to your business
• Opening balances in Xero and how to migrate from other software
• Setting up new users and access permissions

Accounting

• Setting up bank feeds and processing bank transactions
• Sales invoices, creating invoice templates and e-mailing them to customers
• Purchase invoices and recording expenditure
• Inventory and fixed asset recording

Other aspects to Xero

• Projects
• Running reports and creating favourites
• Third party apps
• Education

Afternoon Session - 13:30 for 14:00 start, ends 15:30

Who is this for?

This is for those who might still be a little uncertain about Xero. We will provide a broad overview of the software and its functionality as well as give some insight into the available apps.