Guided walkthrough on setting up Xero Accounting Software.
For Xero users to learn the basics of the software.
To build on the existing skills and knowledge of Xero.
Designed for Bookkeepers and Accountants.
Not-so-common issues when using the software.

Initial set up of the software including;
Financial Settings & Dates
Inviting Users & Access Levels
Contacts & Invoice Settings
Connecting the Bank Feed

Basics of using the software including;
Sales Invoices & Credit Notes
Purchases Invoices
Bank Reconciliation
Reporting

Build on existing knowledge including;
Payment Settings
Marketplace & SaaS Integrations
Bad Debt Write Offs
Merging Contacts

Designed for accounting users including;
Journals
Reconciliation Reports
Find and Recode
Xero Audit Log

Not-so-common issues solving including;
Bank statement issues
Clearing accounts
Conversion balances
Useful Reports
It's lovely to meet you. I'm a Welshy who is also an educator, entrepreneur, podcaster and fully believe in encouraging others.
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