Training

Our mission is to rapidly improve your expertise with software implementation so that you become productive as soon as possible.

TRAINING COURSES

Xero 101 - Introduction

• Introduction to Xero and web based software
• Dashboard
• Navigation
• Debtors module 
• Creditors module 
• Customer database
• Importing of Bank transactions 
• Spend money 
• Receive money 
• Split money payments 
• Transfer of funds 
• Help window 
• Basic searches 
• Bank reconciliation
• Introduction to Reports – navigation
  
  
  

  Xero Conversion

  Designed for accounting software savvy users who can handle a brief tour of 101 and then work on the conversion data and procedure
  • Conversion Balances
  • Entering Trial Balance
  
  
  

  Xero 202 - Intermediate

  Designed for intermediate users who have used Xero for approximately one month.
  • Solving issues
  • Bank reconciliation not balancing
  • Paid incorrect invoice
  • When to approve invoices and expenses
  • Set up of repeating tasks
  • Set up invoicing
  • Publishing reports
  • Security settings
  • Locking periods
  • Conversion checks
  • Searching options in Xero
  • Credit notes
  
  
  

  Xero 303 - Advanced

  Designed for Financial Controllers and advanced users who are ready for the bigger picture.
  • Reviewing Work completed
  • Management Reporting
  • Fixed Assets
  • Problem Solving - What to do when it has gone wrong
  
  
  

  Xero 4 U

  One on one training, designed around user requirements
  
  

  Xero Rescue

  What to do if it goes wrong. One on one training
  
  
  
  

  WEBINARS

  
  

  WEBforex

  Introduction to Foreign Currency
  • Foreign currency receivables
  • Foreign currency payables
  • Reconciliations
  • Questions and Answers
  
  
  

  WEBcon

  Conversion Module
  • Dashboard
  • Chart of Accounts
  • Bank Account Set up
  • Importing Statements
  • Conversion from old system
  • Bank Reconciliations
  
  
  

  WEBinvoice

  • Set up Contacts
  • Price List Items
  • Invoicing basic
  • Repeating invoices
  • Sending invoices
  • Reporting
  • Payment of invoices