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 10 in each session.