Utilising Xero Report Templates
Take a deep dive into Xero’s management reporting templates that help you deliver bespoke, financial reports in less time & with fewer errors.
Get to know Xero HQ
Take a look around your new client list, see how to keep better control of your clients with the activity feed and learn how to get the most out of the explorer tool.Get started
How to demo Xero
Wow your clients with Xero's best features. We'll show you how to be an effective presenter of Xero, and will explore a few considerations before you set up your own events.
Implementing Xero step by step
Refresh your knowledge on getting set up in Xero, from creating client subscriptions through to importing their chart of accounts and connecting bank accounts with this self-paced online course.Get started
End of financial year in Xero
Discover how to make sure the data is accurate and in the right place, correct anything that needs adjusting, plus learn how to run the reports needed and export data to accounts production.Get started
Setting up report templates
Discover powerful, flexible reporting fuelled by your client's information in Xero. See how to customise columns, formulas and dynamic fields with just a few clicks, and understand how to streamline the report preparation process to increase accuracy and timeliness.Get started
Find & recode
See how to quickly check accounts for potential errors, recode the source transaction and correct balances via a manual journey. This is a must-know for any accountant or bookkeeper.Get Started