Xero Uni Day is an education-focused event run by Xero. Tailor your experience by building your own agenda and selecting three of the six available sessions.
All sessions are 75 minutes and places are limited.
Pricing and booking details here
The power of Xero Payroll (AU/NZ)
Session outline: The Xero Payroll team is committed to providing you with the ideal payroll tool you need to deliver exceptional payroll services to your clients. Whether it’s automating your day-to-day deliverables or processing more complex operations you may need from time to time, this course will take you through the finer details.
On top of this, you’ll receive tips on how to get the most from Xero Payroll, while being taken through the updates and changes from the last 12 months, so you can get the most out of all of Xero Payroll’s enhancements. As a final learning outcome, you’ll get to workshop some tricky case studies designed to challenge your knowledge, so you can gain the confidence to take on any payroll job.*
Adding value to management reporting (AU/NZ/ASIA)
Session outline: In the Xero report template session, you’ll learn how to navigate and customise report templates for your clients. You’ll be introduced to tips and information designed to help you collate and customise your reports efficiently, while we also take you through additional features of Xero report templates.
Xero Practice Manager & Xero Tax (AU/NZ)
Session outline: Optimising your practice set-up and processes are essential when looking to implement a new practice management system. In this session you’ll learn to review your current processes and identify which areas require improvement to meet your strategic business goals, prior to moving to Xero Practice Manager. You’ll receive demonstrations on processes and tips on how to report accurately on staff KPIs, you’ll learn how to track productivity and optimise the automation between Xero and Xero Practice Manager to streamline your debtor processes.*
Powering your practice with Xero HQ (AU/NZ/ASIA)
Session outline: When fully optimised, Xero HQ will become the single source of truth for your practice. In this session, we’ll take you through how to setup, manage and optimise your Xero HQ. We’ll look at customising your Activity feed, getting fantastic insights out of Explorer, efficient use of the Ask functionality and how best to manage your staff and practice information.*
Xero product spotlight (AU/NZ/ASIA)
Session outline: Update your knowledge of Xero, upskill on the latest product developments and learn all the handy tips to drive your efficiency in Xero. This session will take you through the best releases over the past 12 months, so you can share your findings with clients while maximising your work day efficiencies, and gaining deep-dive focus on how your clients can be using Xero Projects and Xero Expenses day to day.*
Faster client conversions (AU/NZ/ASIA)
Session outline: In this session we introduce a third, semi-automated conversion option. There are some clients’ business conversions that still require manual entry, however we’ll demonstrate where you’ll benefit from automating part of the conversion process using the Xero conversion toolbox.
You’ll learn how to identify and when to automate part of the manual conversion process, you’ll discover the benefits of the conversion toolbox and understand how to streamline the process to deliver conversion faster, when full automation is not the best option for your clients.*
You can check your certifications and their status on your Xero Education Dashboard by following this link and using your normal Xero login details. If you’re unable to access your Education Dashboard, please email email@example.com.
*Schedule is subject to change