Getting More Out of Xero

Getting More Out of Xero (for businesses using it)
Elevate your business’s financial game with our workshop, and learn how to maximise Xero in a workshop tailor-made for those already familiar with the platform. Dive into simplified strategies to unlock the full potential of Xero and streamline your financial processes seamlessly.

Throughout the workshop, we’ll explore time-saving navigation shortcuts and the power of cash coding and bank rules to simplify your daily tasks. Learn the best practices for invoicing and bill management, including automation tricks and recommended apps for smoother operations. Discover expert tips for efficient payroll management and the importance of lock dates and audit trails for maintaining data integrity.

We’ll guide you through customising reports to extract meaningful insights and explore common app combinations suited for various industries. By the end, you’ll be equipped with the tools and know-how to optimise Xero for enhanced efficiency and productivity in your business operations.

This workshop will cover:

Navigation shortcuts
Cash coding and bank rules
Best practices with invoicing and bills (automation and apps to use)
Best practices with payroll
Lock dates, and audit trails
Customising reporting
Common app stacks for different industries
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