XERO LEARNING MODULES

XERO FOR NEW USERS

Content includes:

• Setting up a demo company

• Dashboard and navigation

• Entering creditor and debtor invoices,

• Bank reconciliation

• Creditor payments

• Contacts, Files, Reports, Journal entries and GST returns

• The Xero Help Centre

We run regular sessions in our meeting rooms in Parnell.  Alternatively, we can visit your school for one on one training and a more personalised approach.

XERO FIXED ASSETS

This session is designed to help new users become familiar with Xero’s Fixed Asset Register and covers all key asset related functions including:

• Adding, copying, registering and disposing of assets

• Running the fixed asset reconciliation report

• Managing depreciation

• Running scheduled reports.

INTRODUCING HUBDOC

Hubdoc’s automatic data capture enables you to quickly upload data from your bills and receipts to Xero. The focus of this module is to help you get the most out of Hubdoc to reduce the time you need to spend on manual data entry.

Learn how to:

Learn how to:

• Add documents to Hubdoc

• Manage and organise the files

• Capture, review and code the extracted information

• Publish the transactions to Xero

• Automatically post copies of the paperwork to your cloud platform as an extra backup