XERO Training (Bunbury) presented by Grant Avery
September 24 @ 9:00 am - 2:00 pm
Use Discount code for free entry: BAMWABGTP10035
ABOUT THE WORKSHOP:
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.