Xero Training

Are you new to Xero, or looking at changing from another system? We run regular group Xero trainings throughout the year ranging from the basics of reconciling and invoices, through to more advanced functions such as inventory and Projects.

  • Xero Basics - December 2024

    Tuesday, 10 December 2024
    10:00am - 11:30am
    MMCA, 315a Hardy Street Nelson
    Price: $95+GST per attendee

    This workshop is designed for individuals who are new to Xero. During this workshop you will learn the fundamental skills required for reconciling bank accounts and preparing GST returns.

    By the end of this workshop, you will:
    - Be proficient in navigating the dashboard and managing bank accounts, including setting up accounts and importing transactions in bulk.
    - Develop the skills to reconcile and categorise bank transactions effectively.
    - Know how to easily find and edit transactions
    - Know how to attach documents to transactions
    - Understand the process of adding, modifying, and removing accounts in the chart of accounts.
    - Understand how to prepare and file GST returns through Xero.
    - Understand the helpful resources and support available to you in Xero

  • Xero Basics - February 2025

    Tuesday, 11 February 2025
    10:00am - 11:30am
    MMCA, 315a Hardy Street Nelson
    Price: $95+GST per attendee

    This workshop is designed for individuals who are new to Xero. During this workshop you will learn the fundamental skills required for reconciling bank accounts and preparing GST returns.

    By the end of this workshop, you will:
    - Be proficient in navigating the dashboard and managing bank accounts, including setting up accounts and importing transactions in bulk.
    - Develop the skills to reconcile and categorise bank transactions effectively.
    - Know how to easily find and edit transactions
    - Know how to attach documents to transactions
    - Understand the process of adding, modifying, and removing accounts in the chart of accounts.
    - Understand how to prepare and file GST returns through Xero.
    - Understand the helpful resources and support available to you in Xero