Getting the Most from Xero

Insight Accounting | At Insight Accounting we take the stress out of tax and accounts.

Wednesday, 27 March 2024, 6.30 pm.

Are you using Xero, but feel you are not getting the best from it?  Then you should attend our short course – Getting the most from Xero.

This is a two-hour course held in a small classroom type environment.  It is designed around the most common pain points and includes:

  • Navigating the system
  • Contacts, how to set them up correctly, and why this is important.
  • Creating invoices:
    • How to create quotes and convert these into invoices.
    • Create repeating invoices.
    • Create invoice templates and brand them.
    • How to amend or remove invoices correctly.
  • Creating bills:
    • Using Email to Bills
    • Creating Batch Payment files for upload to Internet Banking
    • Amend of remove bills correctly.
  • Bank Reconciliations:
    • Reconciling transactions, both on the fly and matching against invoices or bills. How to match one payment across multiple invoices or offset part-payments against an invoice.
    • Create Bank Rules for quick reconciling.
    • Transferring money between accounts.
  • Reporting:
    • How to access, review and file the GST Return
    • How to produce basic financial statements to support sound decision making.

The class size is limited so we can provide plenty of one-on-one attention, and attendees receive a comprehensive resource book that details everything covered step-by-step.

The cost is $180 + GST.  Contact us to register your place.