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.