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
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Debtors
- Setting up contacts
- Invoicing
- Invoicing setup
- Recurring Invoices
- Searching
- Credits / Voiding transactions
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Creditors
- Setting up contacts
- Entering Invoices
- Recurring Invoices
- Searching
- Credits / Voiding transactions
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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
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Advanced
- Report formatting
- Tracking - setup & reporting
- Annual reports
- Publishing reports
- Conversion balances / issues
- Importing from other systems
- Reconciliation reports
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Reporting
- Navigation Profit & Loss & Balance sheet
- GST & Provisional Tax
- Budgets
- Management reports
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