Need Some Additional Training On Xero?

We understand that when you embrace a new way of working you may need some additional help to get up and running efficiently. Although free help is offered within their software, we realise that sometimes you need to take advantage of some additional Xero training to get the best out of their system.

That’s why we offer tailor made training programs for you and your staff, either online or at your premises. Our most popular packages are shown in our downloadable training guide. We can create a bespoke package to suit your exact requirements, so please feel free to contact one of our friendly team if you have any questions.

We have also produced a series of lessons to help you get to grip with using Xero and Receipt Bank. You can download these for free at any time, and we have found that clients who follow these guides get to grips with their new software system really quickly.

Lesson 1 – Logging Into Xero

Lesson 2 – Setting Up Bank Accounts

Lesson 3 – Creating Contacts

Lesson 4 – Invoice Settings

Lesson 5 – Raising An Invoice

Lesson 6 – Sending Your Purchases To Receipt Bank

Lesson 7 – Categorise Your Purchases In Receipt Bank

Lesson 8 – Publish Your Receipts To Xero

Lesson 9 – Reconciling Your Bank Accounts In Xero

Lesson 10 – What Next