3 Advisor CREDITS

Tips & Tricks to drive practice efficiency


Learn how to use Xero to become more efficient in your practice with practical product tips and tricks. View course

Live webinar - 1 HOUR

Accounting Income Method (AIM) - for Partners not currently using Xero Tax (Feb 2018)

Join Jason Langworthy, Product Manager for NZ Tax (Xero), and Penny Cooper from IR.
In this webinar, we will take you through the process of using AIM. View course

Video learning - 40 MINUTES

Accounting Income Method (AIM) - for Partners using Xero Tax (Feb 2018)

Join Jason Langworthy, Product Manager for NZ Tax (Xero), and Penny Cooper from IR.
In this webinar, we will take you through the process using AIM and answer questions at the end of the session. View course

Video learning - 53 MINUTES

Applying a management report template

Learn how to apply a report template to any of your clients. The video focuses on creating groups, collapsing/expanding groups, adding schedules, and adding note references. View course

Video learning - 4 MINUTES

Bank Reconciliation Best Practice

Melanie Morris provides some insights into Xero's bank reconciliation functionality and shares her thoughts on best practice. View course

Video learning - 14 MINUTES

Best Practice for Xero HQ

Get the most out of Xero HQ. View course

Video learning - 41 MINUTES

2 Advisor CREDITS

Budgeting for financial success

Understand how Xero's Budget Manager helps you use Xero to your best advantage for planning the financials of your client's business View course

Self-paced learning - 35 MINUTES

Carrying out everyday tasks

Learn how to carry out key bookkeeping tasks, including Bank reconciliation, Sales invoicing and Purchase bills View course

Self-paced learning - 45 MINUTES

2 Advisor CREDITS

Reviewing client settings for accuracy

Learn how to review and edit all areas of General Settings in Xero, including Chart of Accounts View course

Self-paced learning - 10 MINUTES