Thanks for joining us at the Xero NZ Roadshow

We hope you enjoyed the event as much as we did! We’d love for you to continue learning with Xero, so here’s what’s on offer over the next couple of months.

Webinars


data automation
Getting time back: Data automation in Xero

Join this webinar to learn about Xero's vision for data automation. You’ll get an overview of Xero's current data capture solutions, and take a deeper dive into Hubdoc with a product demo, to learn how you and your clients can get valuable time back.

Register here
data automation
Convert your clients faster with the Xero conversion toolbox

Join us for this webinar to learn more about using the Xero conversion toolbox to import data like the chart of accounts, historical balances, invoices and bills. Plus we’ll take you through some of the more complex steps involved when converting clients.

Register here
data automation
Preparing beautiful financial reports

Provide your clients with beautiful reports that give them the information they need to do beautiful business. In this webinar, we’ll take you through tools you can use to customise Xero reports as well as tips to help you drive efficiencies when creating reports.

Register here
data automation
Deeper dive into XPM

Want to know more about Xero Practice Manager or have questions you’d like to get answered? Register for our upcoming XPM webinar where we’ll be covering the end-to-end workflow of XPM with live questions and answers.

Register here

More training


downloadable workbooks
Downloadable workbooks

Our roadshow workbooks are available for you to download and use within your practice as an editable PDF. To edit the PDF, you’ll just need to follow these instructions from Adobe.

Xero taking the work out of the books
– Xero for your practice
– Xero for your clients

Take your practice to the next level
– Future-proofing your practice
– Do more with less

 

XPM
Xero Practice Manager (XPM) masterclass

Xero Practice Manager masterclasses are coming to New Zealand! If you’ve been using XPM for longer than six months and would like to learn more about best practices for configuration and using XPM and Xero in tandem, please contact your account manager to express your interest in being involved.

E-Invoicing is coming

E-invoicing is just around the corner, with the ability to send e-invoices from Xero available in early 2020 and the ability to register to receive e-invoices in Xero available shortly after. It's going to be essential to have a valid New Zealand Business Number (NZBN) though so this is a great opportunity to get in touch with your clients and make sure they are prepared.

Learn more

Xero training for your graduates

Xero training for practice graduates builds on what your new grads have learnt during their degree and teaches them the essentials of using Xero in the real world. Find out more about the program and register your interest, and we’ll be in touch. 

Register now

Share your feedback with us

To make our events even bigger and better, we rely on your thoughts
and feelings post-event. So, if you have a couple of minutes, we'd love
to hear your feedback. 

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Additional resources

Here are some additional resources that may come in handy: 

Xero health check: Use this health check template to identify data issues, customise a training session and open advisory conversations.

Succession planning guide: A helpful guide from CA ANZ to succession planning for accountants in public practice.

Success through succession planning: A guide from Xero to helping New Zealand small businesses develop an exit strategy and prepare for the coming wave of retirements.

Psychological safety at work: What do psychologically safe work teams look like?

Building a psychologically safe workplace: Watch Amy Edmondson on TEDx