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


Through Zoom

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




1 Hours

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.

We're proud to be Xero Platinum Partners.

Xero Platinum Partner

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