Training Summary

Below you’ll find a training plan with a range of Xero-linked modules which you can view should you want further information, or a refresher, following our training session

General Xero guidance can be found on their support page

Dashboard

Learn how to use the menus, icons, dashboard and other tabs at the top of every screen in Xero. View the guide here.

Sales

How to create invoices and credit notes, how to use invoice reminders. View the guides here.

Purchases

How to create supplier invoices. View the guide here.

Banking

How to add new bank accounts and setup bank feeds. View the guide here.

Bank Reconciliation Basics

How to use the basic methods of reconciling bank transactions. View the guide here.

Bank Reconciliation Advanced

How to process part payments and paying/receiving amounts in advance. View the guide here.

Fixing coding errors

How to find when something goes wrong and use the remove and redo functions. View the guide here.

Contacts and Smart Lists

How to import and add new contacts and how to create Smart Lists. View the guide here.

Journals

How to create and amend journals and setup repeating journals. View the guide here.

Tracking

How to set up tracking and why it can be an important tool. View the guide here.

Reports

How to find and use Xero's reports. View the guide here.

VAT Returns

Learn how to Xero reports on VAT and the procedure for reconciling returns. View the guide here.

Users Roles

An overview of user roles and when to permit those different roles. View the guide here.

Security

How to set up 2-step authentication and discuss Xero's security measures. View the guide here.

Settings

Learn about the various settings within Xero. View the guide here.

View our other services

Arrange a free consultation with the team now

All fields are required

Reason for meeting


  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   
  •   

All fields are required

All fields are required, except marked with *

If applicable, please tell us the number of employees *

Have a general enquiry? Get in touch.