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Xero Essentials

Live webinar

Free

Learning objectives

In these webinars you will:

  • Navigate Xero in order to effectively utilise the available tools and increase efficiencies.
  • Access the demo company in order to try out Xero’s features and demo Xero to prospective clients.
  • Identify the different Xero editions and their features in order to select the correct plans for clients.
  • Set up a new Xero organisation.
  • Identify and use the dashboard features to view a snapshot of the organisation's financials and utilise its shortcuts to increase efficiencies.
  • Identify the best way to find support in order to resolve problems quickly and efficiently.
  • Identify the key features of Xero, including bank feeds, to get the most out of the software.

Course outline

    We’ll walk through how to utilize Xero HQ to better manage day to day workflows, where to access the Demo Company and add new organizations. We’ll also navigate Xero and the key features needed to run a business effortlessly.

Topics covered

  • Bank
  • Users
  • Dashboard
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