Xero Tips and Tricks

This course will unveil tricks like the best practice on processing documents, navigation hints, reconciling tips and ways to manage your ongoing data.

Course Information

The expert team at Equation know lots of the hidden shortcuts across every area of Xero's software features; from sales and purchases to day-to-day transactions, communication tools, document storage, compliance navigation and contacts. These minute details can make an enormous difference to how you manage your business and can take your business from simply surviving, to thriving. Why wouldn't you squeeze the juice from every feature available to you?

Why would you waste time trying to learn from the ground up, when you can come straight in from the top? Upskill, customise and bring all of your staff up to scratch to boost efficiency.

What will I/we learn?

Shortcuts on how to enter data and navigate
Features within Sales and Bills and best practice
Management of data on going
Creating Bank Rules, Smart Lists, Overpayments/Prepayments

Why come along?

Be more efficient
Learn more about Xero and it’s capabilities
Make sure you're managing your data processes the best way possible

Who should attend?

Administrators
Business Owners

What shall I bring?

A laptop

Course Details

Address

Through Zoom

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

Investment

^$120_+GST

Duration

1 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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