Bank Reconciliation Best Practice

Melanie Morris provides some insights into Xero's bank reconciliation functionality and shares her thoughts on best practice. View course

Video learning - 14 MINUTES

Benefits for you and your client

We'll introduce you to the benefits to you of partnering with Xero and the benefits for your clients. View course

Video learning - 2 MINUTES

2 Advisor CREDITS

Budgeting for financial success

Understand how Xero's Budget Manager helps you use Xero to your best advantage for planning the financials of your client's business View course

Self-paced learning - 25 MINUTES

Carrying out everyday tasks

Learn how to carry out key bookkeeping tasks, including Bank reconciliation, Sales invoicing and Purchase bills View course

Self-paced learning - 45 MINUTES

2 Advisor CREDITS

Reviewing client settings for accuracy

Learn how to review and edit all areas of General Settings in Xero, including Chart of Accounts View course

Self-paced learning - 30 MINUTES

2 Advisor CREDITS

Converting a client's tracked inventory

Understand how to setup Tracked Inventory as part of a conversion View course

Self-paced learning - 25 MINUTES

6 Advisor CREDITS

Creating Practice Reports

This video series focuses on building and customising your practice-level reporting templates in Partner Edition. View course

Self-paced learning

2 Advisor CREDITS

Customising reports for better analysis

Find out how to utilise Xero's features in customising Reports, to better analyse your Client's data View course

Self-paced learning - 10 MINUTES

2 Advisor CREDITS

Departmental Reporting

Learn how to use Departmental Reporting in Xero with this short video. View course

Self-paced learning