Xero Tips & Tricks - Navigating & Reconciling

Xero Tips & Tricks - Navigating & Reconciling

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From NZ$12.78

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Hawke's Bay Business Hub

36 Bridge Street


Napier, Hawke's Bay 4110

New Zealand

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Refund policy

Refunds up to 7 days before event

Eventbrite's fee is nonrefundable.

You will learn how to navigate Xero and excel at reconciling while gaining tips & tricks to be able to work more efficiently.

About this event

In these hands-on limited number workshops, you will gain the knowledge you need, and learn all the tips & tricks to excel at navigating and reconciling in Xero.

Join Leaine from Jones Business Solutions, an award-winning, passionate and experienced bookkeeper and learn how tasks can be completed more efficiently with Xero to free up your time.

Module 1. Getting started with Xero

Tuesday 23 August, 5.15pm - 7.15pm

What will we cover:

  • 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

    Module 2. Reconciling in Xero

    Tuesday 30 August, 5.15pm - 7.15pm 

    What will we cover:

    • 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 invoices and bills
    • Bank reconciliation checks

    Leaine regularly provides Xero training for her clients, her fellow bookkeepers, and for the Hawke’s Bay community.  Having used and trained in Xero for 10+ years she is an expert with all aspects of this software.

    Maximum training numbers of 8.

    COVID-19 Information

    • You are required to wear a face mask in the foyer and public areas of the Hub.

    If you would like to be sent an invoice for payment please email support@hbbusinesshub.nz

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