XERO TRAINING WORKSHOP

25 April 2024

from 9.30am to 4.30pm

Do you want to take your Xero knowledge to the next level?

This workshop will provide you with an intermediate understanding and practical knowledge of Xero.

We will also share our top tips on Xero features and best practices for your bookkeeping that other Xero workshops may miss out.

Ideal if you already have a basic knowledge of Xero, want to use it better, and also learn how Xero can save you time and improve your profit and cashflow.

A fun interactive workshop with a delicious lunch included

You will learn:

- Dashboard: how to make it work for you

- Bank reconciliation: identify and reduce problems plus techniques for reconciling faster

- Advanced invoicing: repeating invoices, refunds, credit notes, payment methods, VAT categories

- Advanced bills: easy ways to add purchase invoices, assign expenses to customers, set up batch payments

- Invoice branding: set up and manage

- Email templates

- Tracking categories: set up and report on tracking

- Reports: new types of reports, how often, and what to look for

There will also be time to answer your Xero questions and resolve problems you may be experiencing.

Where:

The workshop will take place in our offices at Oast Business Centre, North Frith Farm, Ashes Lane, Tonbridge, Kent, TN11 9QU.

As this is a hands on workshop, please bring your own laptop so you can work on your business data.

Numbers are limited to enable you to gain the best experience from the workshop.

Your investment is just £225 plus VAT

About your host

Nicola Deverson will be your host.

A chartered accountant and business coach, committed to helping business owners build financially strong and impactful businesses.

Nicola will be aided by Andrea Garner our Xero champion, who provides Xero support to our clients on a daily basis.

Throughout the day you will be able to tap into their wealth of knowledge about Xero, business finance and running a profitable and sustainable business.

You will gain insights and unique nuggets of wisdom delivered in a relaxed and supportive environment.

We look forward to you joining us on the day.


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