Using Xero Day to Day - A beginner workshop (AKL Airport)

You’ve got your Xero organisation all setup but you don’t know where to start? This is the workshop for you. We’ll take you through the core business features of Xero so you can get started with managing your finances. We’ll work through case studies to give you plenty of practice in Xero.

We’ll work through case studies to give you plenty of practice in Xero. You will also be provided with a resource which you can take home after the workshop.

You be provided with a Chromebook and separate screen to use at the workshop.

In this 3 hour workshop, we’ll cover:

• What is the cloud?
• A bit about Xero
• Security basics when using Xero
• Dashboard tour
• Managing Contacts
• Invoicing and credit notes for beginners
• Bills for beginners
• Bank Reconciliation for beginners
• An introduction to reporting
• Getting help in Xero
• The power of working with a partner

Prerequisite: you must have a Xero login to attend this workshop as we’ll be working in the Xero demo company.

Host or Publisher L+D Excellence - Xero training by experts in Xero