Feeling a bit unsure about whether you’ve got everything sorted in Xero?
Wish you could find information more easily? Want to know how to review and fix any errors? Does doing your GST make you stressed?
We have developed three workshops, book one or all three and go from Xero beginner to pro!
Session 2 – Business Management – Invoicing, Bills and Document Storage
Thursday 2nd October
9am – 11am
Contacts
Bills – Hubdoc v Xero upload
Finding and storing files in Xero
Hubdoc tips and tricks
Reviewing creditors
Debtor follow ups and reminder tools
Reconciling payments (bank rec reminders from session 1)
Optional – Customer Invoicing and quotes
Optional – Payment Services
Optional – Customer Invoicing 3rd Party tools
Register now for Session 3 – Xero Reporting and Advanced Use
Friday 7th November
9am – 11am
Running and customising reports
Key expense monitoring
Tracking categories (divisional reporting)
Maintaining and reconciling fixed assets
Inventory items
Expense claims
Business snapshot
Short term cash projection tool
Our team will be there to support you, we'll be working live on the platform in a demo file in a small group session on the big screen. Computers are not required, but you are welcome to bring along a laptop if you’d like to work through our demonstration in your own Xero file. If you don’t have a laptop, and would like to do this please contact us as we may have some spare laptops available.
We'll provide morning tea, and there will be time for a Q+A at the end including some 1 on 1 question time with our experts.
Should you have any questions prior to registering, please contact Tom.O'[email protected]

Details