This course is designed for users who know the basics of Xero and want to learn some more advanced features. We will cover the intermediate invoicing, intermediate bills, intermediate bank reconciliation, GST, Budget Manager, Xero Reporting and the Xero Accounting App.

Small business customers running Xero for their business or admin staff running Xero for a business.

A basic working knowledge of Xero required. You will need a Xero login to partake in the workshop.

You’ll walk away from this course feeling confident undertaking more advanced transaction processing in Xero.

Accessing the Xero Demo Company

The cloud and security basics

Some Xero navigation tips

Keeping oversight of your business

Intermediate invoicing

• Converting quotes to invoices
• Creating repeating invoices
• Creating invoices for a group of customers
• Changing the default email templates
• Using a centralised email address
• Invoice reminders
• Using products and services to speed up data entry
• Attaching payment services to your invoices

Intermediate bills

• Repeating bills
• Assigning expenses to a customer
• Batch payments
• Introducing Hubdoc

Intermediate bank reconciliation

• Split payments
• Bank rules
• Dealing with an overpayment
• Dealing with an prepayment
• Adding details in your bank reconciliation
• Shareholders paying business costs
• Fixing common errors

Processing GST

An introduction to Budget Manager

Xero Reporting

• Navigating the Reports Centre
• Common formats
• Using the layout editor
• Saving your reports
• Reporting against budget
• The reports you’ll grow to love

The Xero Accounting App