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Xero Tips & Tricks for your clients

Live webinar



Learning objectives

Are your clients using Xero to its full potential? Chances are, they aren’t aware of everything Xero has to offer. These Tips & Tricks will save them tonnes of time, improve their cash flow and provide them with better visibility over their business finances.

Course outline

    In this webinar, we will cover:
    • Contact groups for bulk invoices
    • Invoice reminders
    • Credit scores in invoicing
    • Xero to Xero network
    • Bank rules
    • Accounts Watchlist
    • Mobile app
    • Email to bills
    • Batch payments
    • Getting paid faster with Payment Services
    • Supercharging your Aged Receivables report and
    • How to access all the great help resources we have available

Topics covered

  • Bills
  • Chart of accounts
  • Bank
  • Dashboard
  • Contacts
  • Invoicing
  • Mobile
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