Training & Beyond

Xero 202 Intermediate

Designed for intermediate users who have used Xero for approximately one month.

ONLINE GLOBAL TRAINING - We are happy to cover these online courses at alternatives times in order to suite better with global time zones. Please contact the trainer direct (Jo Galley on jo@trainingandbeyond.co.nz) to organise a more suitable training session. Please let her know your location and time zone so she is able to assist with booking you in on an alternative webinar.

Description

2 hours group session + 1 hour individual support.

  • Solving isssues
  • Bank reconciliation not balancing
  • Paid incorrect invoice
  • When to approve invoices and expenses
  • Set up of repeating tasks
  • Publishing reports
  • Security settings
  • Locking periods
  • Conversion checks
  • Searching options in Xero
  • Credit notes