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.
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.
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.
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
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
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