Increase your client engagement, using Xero and our Xero mobile app to streamline their business, know their numbers and most importantly give back time and increase cashflow.
Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.
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In this course, you'll learn how to:
- Interpret and translate your clients use of Xero
- Hear insights from our small business study and find out what your clients want from you
- Where to find the best XeroU education for your clients and training tips
- Use our mobile app to reconcile, review quotes, upload spend money receipts and use Xero Files
- Quoting, Purchase Orders, Sales invoices, payment gateway process flow
- Business Performance ideas for the Dashboard
- Business Assurance Dashboard
- Use Contacts to group and invoice
- Use Smart Lists for better insights to help your clients
- Engagement ideas such as surveys, methods of quick and easy communication
- My Xero
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