Xero tax 2
Resources & Tools

Xero Training

Xero gives you access to your financial information when you want it, how you want it. Data input is simple and fast, your figures are always up-to-date and you can access them from any device with an internet connection. Learn how to make the most of Xero software.

Designed for businesses who use Xero, this page seeks to give you the information and instructions you need to get the most out of your Xero software.

The key features of Xero include automatic bank and credit card account feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, and standard business and management reporting. It can automatically import bank and credit card statements, and it supports multiple tax rates and currencies.

Training Notes

GST Cashbook

Non GST Cashbook

Book a training session with us 

We're Xero platinum experts having multiple team members that are Xero certified.
We'd love to help you!  Book using the booking system below.

Useful links


Bank Rules
How Bank Conditions Work

Create a Bank Rule


Cash Coding
Cash Coding


Contacts
Contacts


Reports
Access and Browse Reports


Find & Recode
Find and Recode


Reconcile transactions
Reconcile Transactions


Bank Transfers
Bank Transfers

 

Xero App
Xero App

 

More Business Advisory services.

Our people focused approach is about getting to know your business like the back of our hands and building a lasting partnership based on honesty and trust, so you can grow, plan, and design your business for better.