Xero Tips & Tricks - Navigating & Reconciling
Date and time
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