Aimed at Owners, CFOs, Finance Directors, Bookkeepers and finance teams, our Xero training helps make the switch and transfer data from spreadsheets or Sage to Xero with minimal disruption, get the most out of Xero, take advantage of add-ons such as Receipt Bank, Chaser and Workflow Max to reduce unnecessary financial admin.
With over 300 clients using Xero, we are a Xero Platinum Partner – the very highest status level for Xero knowledge and expertise.
Our Xero training is personalised, based on your own needs and requirements, but will cover the basics, including:-
Learn how to use the menus, icons, dashboard and other tabs at the top of every screen in Xero.
Learn how to create invoices and credit notes, how to use invoice reminders.
Learn how to create supplier invoices.
Learn how to add new bank accounts and setup bank feeds.
Learn how to use the basic methods of reconciling bank transactions.
Learn how to process part payments and paying/receiving amounts in advance.
Learn how to find when something goes wrong and use the remove and redo functions.
Learn how to process and file VAT online through Xero.
With over 600 different apps in the Xero App Marketplace, there is a solution for most business function in addition to specialist apps for specific sectors and industries.
Our team of Xero specialists can advise and assist with the selection, implementation and integration.