Preparing beautiful financial reports in Xero


Learn how to efficiently prepare annual accounts and management reports for your clients by customising report templates View course

Live webinar - 1 HOUR

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

App advisory badge: Trade and construction

This course will deepen your industry knowledge and show you how to match the needs of your trade and constructions clients with the right app, so they can optimise cash flow, profitability, and efficiency in their business. View course

Self-paced learning

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