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

2 Advisor CREDITS

Resolving common errors during Bank reconciliation

If you're scratching your head around the Bank Reconciliation process in Xero, come and find out some of the most common errors and how to correct them. View course

Self-paced learning - 2 HOURS

2 Advisor CREDITS

Creating transactions while reconciling

Learn how to manage Petty Cash, create Bank Rules and use Cash Coding View course

Self-paced learning - 10 MINUTES

Xero Tips & Tricks

Get Xero savvy. Learn all the tips & tricks of the trade! From managing cash to cash basis reporting, we'll show you quick and efficient ways of doing things. View course

Video learning - 15 MINUTES

Accountex: Technology Needs an Accountant's Heart

AI is at the heart of tomorrow’s accounting workflows. And yet, AI itself lacks the very heart that’s needed to harness its power. That’s because accountants can proactively manage AI capabilities and best allocate the findings, trends and opportunities to create value for their clients. Join us and learn how tech-forward firms adapt to and thrive on the ever-changing technology curve. View course

Live classroom

1 Advisor CREDIT

Find & Recode

Correct errors in minutes, not hours using Xero's Find and Recode feature. View course

Self-paced learning - 3 MINUTES

2 Advisor CREDITS

Requesting Prepayments with Quotes

This course shows you how to help your clients use a quote to request a prepayment. That way they can get paid right away, even when they are not yet ready to send an invoice. View course

Self-paced learning - 25 MINUTES

Reporting in Xero

Reporting in Xero: quickly review your client's data and collaborate with stakeholders and associates View course

Video learning - 16 MINUTES

2 Advisor CREDITS

Processing bank reconciliation adjustments

Learn how to apply Partial payments, adjust for Underpayments and proess Overpayments in the Bank Reconciliation View course

Self-paced learning - 35 MINUTES