2 Advisor CREDITS

Applying a management report template

Learn how to apply a report template to any of your clients. This course focuses on creating groups, collapsing/expanding groups, adding schedules, and adding note references. View course

Self-paced learning - 5 MINUTES

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

Introduction to client onboarding

Check out this guide to using the client onboarding landing page and videos to get your clients up to Xero-speed. View course

Web Link

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

2 Advisor CREDITS

Creating a management report template

Learn how to create a management report template that can be used for any of your clients to prepare detailed reports. This video covers many common topics around report templates but focuses on the layout editor and how to add budget and formula columns to reports. View course

Self-paced learning - 6 MINUTES