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XERO Training (Bunbury) presented by Grant Avery

24/09/2019 @ 9:00 am - 2:00 pm

Use Discount code for free entry: BAMWABGTP10035


All things XERO

Show people how to find the Xero Demo Company

Xero Dashboard – how useful it can be (accounts what list, Debtors, Creditors charts, business ratios).

Bank Reconciliations – Process Xero uses to try and match transactions, using Find and Match, create, Transfers, Discuss.

Creditors – orders, adding invoices, add document button, Xero email address for files etc, batch payments, billable expenses

Debtors – Same as above.

Contacts – Add a contact, Xero has one Contact, debtors and creditors the same contact. Importance of correct information, especially for TPAR. The setup of prefiling categories for GST/COA/ credit terms. Bill payments. Also discuss Xero to Xero etc. discuss ability to link Office 365, google mail to contacts for integration of client record

Payroll – Go through Payroll Setting First – emphasis on importance of getting items set correctly first. Then I go through adding an employee, tab by tab. Then to actually processing a pay run.

Reports – Activity Statement, P & L, Balance Sheet, Management Report etc

Addons – Go to Addon Marketplace

Basics: Xero is a cloud accounting package, very highly regarding in the industry. This is a practical workshop (ie bring along laptops) for anyone interested in what Xero has to offer through to those already using Xero in their business.

This workshop is brought to you by Business Station and AusIndustry under the ASBAS Digital Solutions Program in partnership with Bunbury Geographe Chamber of Commerce.


Tiana Pomaybo
0427 590 787


Bunbury Geographe Chamber of Commerce & Industry
15 Stirling Street
Bunbury, WA 6230
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