If you prefer to do your own bookkeeping we offer training in Xero software to help get you up and running or to sort out any specific problems you are having.

 

Training is completely customised to your needs and could potentially cover some of these areas:

 

• Understanding the main dashboard

• Managing your contacts including suppliers and customers

• Managing your sales including navigating the sales dashboard, invoicing customers, recording customer payments, use of email templates to send invoices and statements to customers and following up on outstanding debtors

• Managing your payables including navigating the purchases dashboard, processing supplier invoices, purchase orders, recording payments made, entering expense claims and other payment considerations such as managing credit notes, sending remittance advices and scheduling payments.

• Reconciling your bank accounts including bank feeds, tweaking transactions to reconcile, viewing bank statements and account transactions, using spend money and receive money options and fixing errors.

• Working with multi-currency transactions

• Managing your inventory items

• Dealing with fixed assets

• Setting up users

• Using file storage and the Xero Inbox

• Bank rules

• Reports available in Xero and how to access them to generate useful information

• Budget functions

• Tracking options

• Xero Touch for use on your phone or tablet

 

Training can be delivered remotely via Skype or GoToMeeting or face to face at your premises.  If we are required to travel to your premises to deliver training all travel time will be charged at our standard hourly rate for training.

 

The hourly rate for all training is $150 plus GST.

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We also recommend you purchase Xero For Dummies by Heather Smith which is available in bookstores.   This is a fantastic resource for businesses who do their own bookkeeping using Xero.  

Xero Training