Xero Updates & Efficiencies

Description

This workshop includes all the advanced features Xero has to offer, where you can get hands on in how some of these features work in practice within the bookkeeping and business management world. The aim is for you to come away with some tips on how to improve Xero use and admin operations and efficiencies in your business.

Materials

Laptops Provided, alternatively you can bring your own if preferred.

Outcomes

From this Xero session you should come away being able to:

Have a good understanding of all the extra features in Xero and be able to apply these to your business systems
Will be familiar with the Xero app and how it interacts with Xero.
Have knowledge of faster ways to process monthly bills for payment.
Be aware of different payment services that can be linked with Xero to aid with faster debtor collection.
Knowledge of advanced ways to reconcile the bank, making coding easier and quicker.
Enter invoices and bills from Xero files
Use inventory system to make invoice preparation more efficient
Assign expenses to customer from a bill or reconciliation and add that expense directly to a customer’s invoice
Have knowledge of Xero smart lists and how these can benefit your business