Xero training for practice staff

Xero training for practice staff builds on your existing knowledge, whether you’re a recent grad or an experienced member of the team, and helps you to make the best use of Xero.

Express interest

Further your skills with a Xero training workshop

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Join a workshop

Join our education specialists online or on-site as they take you through a workshop that teaches the best ways to use Xero in your practice and with your clients.

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Get Xero certified

After completing the workshop, you just need to complete a half-day self-paced learning course and an assessment to become a Xero certified advisor.

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We’ve got this

Entrust your training to us. We’ll deliver a practical training workshop designed to take your skills to the next level and become more efficient and productive.


What you’ll learn

You'll walk away from the Xero training workshop with an in-depth understanding of Xero and the way it’s used by businesses and accounting practices. 

By the end of the workshop, you’ll:

  • Understand Xero’s functionality and user roles 

  • Understand how business clients use Xero daily

  • Know what common errors to watch out for

  • Have learnt some useful tips and tricks

  • Understand Xero year-end reporting from a practice perspective

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Workshop content

About Xero

  • Xero in a nutshell

  • Xero HQ

  • User roles

     

Settings

  • Understanding settings

  • Chart of accounts

  • Conversion balances

Advisor tools

  • Find and recode

  • Cash coding

  • Manual journals

 

Best practice security

  • Two-step authentication 

  • Things to look out for

  • Difficult passwords

Year-end reporting

  • Client level reports 

  • Partner level reports 

  • Editing and customising reports

     

Everyday processing

  • Invoicing and purchasing

  • Bank reconciliation

  • GST return

  • Fixed assets

Let us know you’re interested

A good understanding of Xero helps you perform your role better. Please email our education team if you’re interested. We’ll advise as soon as we have dates and times available for the next workshops. Or get in touch if you’d like us to run an in-person session for your practice in a location of your choice.

Express interest