Tips & Tricks: Reconciling in 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 1 focuses on navigating and getting started in Xero)
Tips and Tricks Module 2: Reconciling in Xero
Course Content:
- Xero reconciling overview
- ‘How to’ with Spend and Receive money transactions
- ‘How to’ with split transactions, attaching receipts, items
- Setting up, using and managing Bank Rules
- Searching and editing reconciled transactions
- ‘How to’ with overpayments and refunds
- Matching to invioces and bills
- Bank reconciliation checks
Learning Outcomes:
- Understand and utilise Best Practice when reconiling in Xero
- Confidently set up and use Bank Rules
- How to find and amend reconciled transactions
- Able to attach receipts and documents onto transactions
- Able to apply overpayments and create refunds
- Month end bank reconciliation know how
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: Reconciling in 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.
