Xero and Business Software Systems Training

This practical programme develops the owner or manager’s ability to use Xero and related business software as management tools. Training is tailored to the participant’s existing knowledge, business processes and reporting needs.

Topics may include software navigation, transaction workflows, reconciliations, management reports, month-end checklists, data quality, user responsibilities, error identification and efficient digital workflows. Participants practise each process and develop a checklist for their own ongoing use.

At completion, participants will be able to:
• navigate and use the relevant software confidently;
• understand the workflow from source information to management reports;
• perform and review routine reconciliation processes;
• identify common errors and data-quality issues;
• produce useful management information; and
• maintain an effective month-end process.

Time commitment: Four 45-minute training sessions over four to six weeks, with practical exercises between sessions.

Full service price: $POA

This is software and financial-systems training. It does not include bookkeeping, preparation or filing of tax returns, payroll processing, software implementation or ongoing outsourced administration.