Xero Refresh

12 - 15 October 2021

Join us as we cover the latest product developments, must know industry info and hear from your peers!

Don't miss out on Xero Refresh

The Xero team have really missed seeing you in person and can’t wait for the day when we
can all come together again.  Until that day arrives, we’d love for you to join our
next Xero Refresh series online.

To make it easier to attend, our core content is spread conveniently over 3 days. Sessions are less than an hour long, with a morning and afternoon option to cater for all time zones. Plus, we've got a full day dedicated to apps!


Building for the future | Tuesday 12 October

10am - 11am AEDT or 3pm - 4pm AEDT

In this session, we’ll share some of the latest industry developments and explain why they’re important to you. We'll explore enhancements to Xero’s core platform, show the progress made to our e-invoicing solution and explain upcoming changes to payroll. Additionally we’ll showcase some additional great features in Xero including Document Packs, Analytics Plus, Reporting, Xero Projects and more, highlighting how they can add value to you and your clients.

Register now
Xero features for Advisors | Wednesday 13 October

10am - 11am AEDT or 3pm - 4pm AEDT

If you’re not currently using Cashbooks or ledgers, lock this session in your diary! You’ll learn about features built for advisors in Xero’s Partner-only plans; Ledgers and Cashbooks and how they can help streamline your processes. We’ll also be joined by a partner, who will talk through the learnings from their automation journey, and how they gained efficiencies in their workflows.

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Your Xero practice checklist | Thursday 14 October

10am - 11am AEDT or 3pm - 4pm AEDT

If you are new to Xero’s partner program, have recently merged with another business or just started out on your own, this session is for you!  We’ll cover everything you need to know about setting up your business on Xero, including partner program benefits, conversion services, marketing tools and a bunch of other useful resources.  You’ll also hear directly from a peer about how they set up their business for success.

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Xero Refresh: Apps

Appy Friday | 15 October

Looking to streamline your practice workflows, or get started on your app advisory journey?
Together with some of our app partners, our expert ecosystem team will run through a selection of apps that may be a good fit for you and your clients.

Register for all sessions here

11:00am - 11:45am AEDT

Choose your session

Option #1 – Find the right apps for you and your clients

Join us to discover the basics of how to find the best apps which are suitable for both you and your clients.  Get an overview of what's required at each stage of the app advisory journey, no matter where your firm is at today.  


Register now
1:00pm - 1:45pm AEDT

Choose your session

Option #1 – App matching: top picks for cash flow forecasting

Featuring Calxa, Fathom & Spotlight

When you have a clear view of your clients cash flow, you’re better equipped to help them succeed. Join us as we explore some of the most popular solutions currently helping advisors deliver cash flow forecasting.

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2:00pm - 2:45pm AEDT

Choose your session

Option #1 – New ways for your clients to access capital

Featuring EarlyPay, Waddle & Moula Pay

Accessing capital can be difficult, this session will help you understand alternative solutions for business finance.  We’ll also share the findings from our research on financial services including perceptions of lending.

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3:00pm - 3:45pm AEDT

Choose your session

Option #1 – App matching: top picks for manufacturing and inventory

Featuring DEAR Systems, Workguru & Unleashed

We know that manufacturing and inventory management can be tricky to set up. That’s why we’re bringing you the top apps to help your clients – from concept through to delivery.

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Option #2 – New and noteworthy

Featuring Cloud Solve, Clarity Street

Hear about our latest and best in class apps. This session dives into new and exciting apps to keep an eye on. We also speak with two trailblazing cloud integrators about market trends and cloud adoption.

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Option #2 – Opportunities for mutual success with Cloud Integrators

Featuring WAO Connect, Waypoint, SMB Consultants and TradiePad

Cloud integrators are the experts on all things apps and implementation. Understand how they can help you and your clients, including choosing the right apps and streamlining the set up.

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Option #2 – Selecting apps for growing and larger accounting firms 

Featuring FGS Advisory, Practice Connections

Join us for a conversation on how multi-disciplinary, multi-location accounting firms with 25+ staff are successfully implementing and using apps that connect with Xero Practice Manager.

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Option #2 – Prime your professional services clients for growth

Featuring WorkflowMax

Want to see a powerful professional services app stack in action? Learn how to leverage data from integrating apps like Hubspot, WorkflowMax, Float, Xero, Microsoft Power BI via Etani to prime your clients for growth.

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Competition time!

Register and attend at least one Refresh webinar to go into the prize draw to win a Xero gift box to the value of $200.  Also, if you attend and register an Appy Friday webinar, you will go into the draw to win a UberEats voucher to the value of $200. T&Cs apply