Back to your search

Xero Tips & Tricks

Video learning

Free

15 MINUTES

Learning objectives

In this course, you learn quick and efficient ways to manage cash, bank rules, xero files, planning payments and the Xero TaxTouch mobile app.

Course outline

    • Bank rules
    • Managing cash
    • Xero files
    • Planning Payments
    • The Xero TaxTouch Mobile App

    Pre-course preparations

    There is no pre-course preparation required.

    Topics covered

    • Bank
    • Settings
    • Files

    More courses you might be interested in

    New - 5 Payroll CREDITS - 1 CPE CREDIT

    The Payroll Quarter for all things Xero payroll - April 2018

    Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

    Self-paced learning - 45 MINUTES

    40 Migration CREDITS - 3 CPE CREDITS

    Xero Migration Certification (self paced)

    Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

    Self-paced learning - 2 HOURS 30 MINUTES

    40 Advisor CREDITS

    Xero Advisor Certification (Self Paced) without CPE credit

    You need partner edition to take this course. Get a good grounding in the key principles to convert clients, work in Xero and analyze reports View course

    Self-paced learning - 4 HOURS

    Still not what you're looking for?