Business Buddy Xero Training Information

We offer regular training for Xero users. All sessions are 2-3 hours and cost $199 plus GST
Please click here to request details of next training session.

We also run regular Webinar training sessions. Click here to view a webinar schedule.

Beginners

• Using the Xero Dashboard
• Bank Accounts, bank feeds/importing transactions
• Bank reconciliations
• Debtors
• Creditors
• Contacts – setting up and importing
• Standard reports including GST

Intermediate

• Spend/Receive money
• Part Payments
• Transfers
• Bank not balancing
• Paid incorrect invoice
• When to approve invoices and expenses
• Repeating tasks
• Publishing Reports
• Security settings
• Locking periods
• Credit notes

Advanced

• Expense claims
• Report customisation
• Contacts – merging, grouping importing correcting
• Price list
• Chart of accounts adding/changing information
• Organisation information/financial/Invoice setting options
• Tracking – setup and reporting
• Fixed Assets
• Foreign currency
• Budgets