Getting started with Xero

Leaine Jones will walk you through her Xero Demo, showcasing the key features to be aware of and how to navigate the software, along with some bookkeeper-centric tips and settings to be aware of.

Leaine has managed her bookkeeping business for over 15 years, is an award-winning Xero partner, also a Tax Agent, and via Smart Books regularly delivers training for Best Practice Bookkeeping.

Session Outline:

1. General navigation (layout, menu tabs, learning, support, resources)
2. Key settings (conversion data, GST settings, Chart of Accounts, lock dates, user permissions)
3. Transactional (Reconciling, invoicing, bills etc)
4. Reports Standard options, custom reports (for checking work)
5. Journal types (and impact on reports/GST return)
6. Q&A

This session will be using Xero Demo Company to illustrate the topics and help answer questions