Accplus™
  • Xero Training
    Accplus Offers comprehensive training for Xero covering all aspects of the program.Whether you are a beginner or an advanced user we can meet all of your training needs.
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Accplus Offers comprehensive training for Xero covering all aspects of the program.Whether you are a beginner or an advanced user we can meet all of your training needs.

The following is a guide to different aspects we cover in our training.  Contact us to discuss your needs.

Dashboard

  • Navigation
  • Multiple windows
  • Account watch-list
  • Bank statement order

Debtors

  • Setting up contacts
  • Invoicing
  • Invoicing setup
  • Recurring Invoices
  • Searching
  • Credits / Voiding transactions

Creditors

  • Setting up contacts
  • Entering Invoices
  • Recurring Invoices
  • Searching
  • Credits / Voiding transactions

Bank Accounts

  • Setting up bank feeds
  • Importing transactions
  • Bank reconciliation verses bank transactions
  • Coding of payments
  • Payments with multiple lines
  • Automatic coding rules setup
  • Recurring payments single lines
  • Wages coding / integration
  • Help / Comments line

Advanced

  • Report formatting
  • Tracking - setup & reporting
  • Annual reports
  • Publishing reports
  • Conversion balances / issues
  • Importing from other systems
  • Reconciliation reports

Reporting

  • Navigation Profit & Loss & Balance sheet
  • GST & Provisional Tax
  • Budgets
  • Management reports

 

 

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