Tips & Tricks: Getting Started with Xero
Event Information
About this event
Want to learn more about Xero? Need Tips and Tricks? Like to work more efficiently? Get started with our Tips and Tricks Xero Community Training (Free course).
This course is one of 2 modules to get you working effectively with Xero.(Module 2 focuses on Reconciling in Xero)
Tips and Tricks Module 1: Getting Started with Xero
Course Content:
- Getting started in Xero
- Accessing the Demo Company
- Getting Help in Xero
- Customising your Xero Dashboard
- Entering and editing contacts
- Record Keeping
- Xero features for attaching receipts and bills
- Xero reconciling overview
Learning Outcomes:
- Confidently navigate within Xero
- Know how to access Xero Help and resources
- How to create and manage Contacts
- Understand the importance of recordkeeping
- Able to attach receipts and documents into Xero
- Ready to start reconciling
Session Details:
- Learn interactively on your own device(laptop, tablet and smartphone - wifi capable)
- Easy to follow with notes and resources to refer to
- 2 x 45 min sessions with a break in the middle
- Maximum of 6 in each session.
Organiser Leaine Jones: Jones Business Solutions
Organiser of Tips & Tricks: Getting Started with Xero
Leaine founded Jones Business Solutions (JBSL) in 2007, providing bookkeeping and payroll services for small businesses in Wellington. Now a 100% Xero practice, JBSL has clients throughout NZ; and Leaine manages her team in a virtual environment. She received the 2018 ICNZB Bookkeeper of the Year. JBSL was a Finalist for the 2019 and 2020 Xero NZ Bookkeeping Partner of the Year.
Leaine regularly provides Xero training for her team, clients, her fellow bookkeepers, and for the Hawke’s Bay community. Having used and trained in Xero for 10+ years she is expert with all aspects of this software.
