Are you spending endless hours on your bookkeeping over the weekend while your friends are at the beach?   Are you worried that your accounts are inaccurate?   Are you drowning in paper?   Have you heard about the beauty of XERO and don’t know where to start?

Learn how to use XERO to run your business with our XERO PLATFORM Workshop.

Embracing XERO brings exciting new efficiencies to your business.   Within 6 months you will begin to recognise hours of saved valuable time and money, and an increase in your bottom line.   XERO is different to other accounting programs and it is worthwhile investing in upfront training to ensure you are utilising the full capacity of this amazing software.

Learn from Minnik’s Certified XERO Advisor and Trainer everything you need to know when starting out with XERO.

Xero Platform Workshop

This is your chance to learn how to maintain an accurate set of books, to read your financial reports, and to gain a solid understanding of your financial position.   Learn it all in a fun, inspiring environment amongst other business owners, accountants and bookkeepers.

WHAT YOU WILL LEARN

Overall

  • Complete XERO Functionality
  • (Excluding Payroll & BAS)
  • Understanding Your Financial Reports
  • Managing Your Books Accurately
  • Maximising the Potential of XERO

Administration

  • XERO Setup
  • Chart of Accounts in Detail
  • User Management
  • Invoice Setup & Custom Templates
  • Email Templates
  • Contacts Database

Financial Reporting

  • Understanding the Profit & Loss
  • Understanding the Balance Sheet
  • Interpreting Financial Position & Performance
  • Exploring a Range of Important Reports

Bank Accounts

  • Setting Up & Managing Bank Accounts
  • Importing Transactions
  • Spend / Receive / Transfer Money
  • Creating Bank Rules
  • Bank Reconciliations

Sales & Invoicing

  • Creating Quotes / Invoices / Credit Notes
  • Receiving Customer Payments
  • Issuing Statements
  • Auto Reminders

Billing

  • Creating Orders / Bills / Credit Notes
  • Making Supplier Payments

Expense Claims

  • Adding Receipts
  • Authorising Claims
  • Making Claim Payments

Dashboard

  • Understanding the Dashboard
  • Making Use of XERO Help Tools

XERO Touch

  • Introduction to XERO Touch
  • The Ultimate Accounting App
  • Accounting “On the Go”

WHO IS XERO PLATFORM FOR

  • Business Owners / Directors
  • Finance Managers
  • Accountants
  • Bookkeepers