Xero Essentials & Must-Knows

Picture this: You’re in the office early, trying to get a report out to make a decision on a new asset purchase or maybe you want to view your sales over different revenue streams or locations, but without your administration team around you, you can’t even log in to Xero.

So often in business, owners and senior management become reliant on administration teams and don’t know how to access the information they need in their Xero. Don’t be hamstrung by a lack of working knowledge of your own essential systems. This course is designed for senior management and business owners to grasp the necessary tools required for an advanced view of Xero. Learn how to manage your online accounting software; from security through to reporting and key areas in between.

Our expert team at Equation uncovers paramount insights and efficient short cuts and tips for those occasions that you do want to login to your software. Keep your finger on the pulse and understand where to find that information when you need it.

Course Information

What will I/we learn?
  • By attending this course you will go away with the skills to be able to log into Xero at any time.
  • You will be able to navigate and drill into key areas of your business that any senior manager or business owner should do with confidence.
Who should attend?
  • Directors
  • Shareholders
  • Business owners
  • Senior management
Why come along?
  • Gain the confidence and knowledge of key aspects of Xero at a management level
  • Be able to view the information in your Xero with ease at any time that suits you
  • Understand how your Xero is set up
What shall I bring?
  • Yourself
  • Your device

Course Details


Unit 12, 31 Stevens St

Or, for a small fee, we can come to you.




1.0 Hour

We are proud to offer one free seat to a Not For Profit organisation for every group course that we run. Register for your seat here.

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Xero Platinum Partner

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