Thank you for attending our Super User session at Xerocon Uni Day 2017

We hope you enjoyed the day.


We have prepared this webpage to allow you to take away the key documents we worked with during the workshop, as well as some other useful resources.

Feel free to share this page within your practice.

Session 1: Troubleshooting the onboarding process

We have created a training pack that you can take back to your practice and run with your staff, based on the session we ran.

Materials:


Download the Xero Conversion Toolbox Guide for guidance on how to fully utilise the Conversion Toolbox.

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Session 2: Review - Rescue - Resolve

Download the following useful reference documents utilised in the session.

Session 3: Next level Xero Reporting

We have created a training pack that you can take back to your practice and run with your staff, based on the session we ran.

Please note:  in order to run this session in your practice, you will need to build your own dummy report template, as the one we used during Super User will not be available after the day.

Materials:

Here is a link to the final corrected version of the Demo Trading Trust Management Trust Report, post-amendments.

 

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Session 4: Getting started with apps

Download the following useful reference documents utilised in the session.

Materials:

  • Guide on how to integrate app advisory in your practice

  • Guide to recommending workflow management apps for trade clients

  • App qualification cheat sheet utilising Xero HQ insights

  • Download the slides for this session



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