Get more from Xero
Are you really getting the full benefit of Xero or just muddling through? Discover new ways to make Xero work harder for you and achieve a better return on your investment. Let’s take your working knowledge of Xero up a gear and realise its full potential to help your business thrive…
Rules don’t have to be boring
I’ll show you how to create multifunctional, automated rules in Xero that will provide you with useful business insights and save you time e.g. use inventory codes to pre-populate fields quickly, introduce pre-set item codes for expenses.
Set up bespoke tracking
Using the Tracking feature in Xero, I can show you how to apply a cost centre analysis; helping you view your accounts in a way that makes sense to you
Using PDF's
Discover how to attach PDFs to documents like invoices, purchase orders, and proposals – allowing you to provide your customers with more information
You don’t have to quit your Excel habit
Love Xero but still want to work in Excel? Not a problem. At the click of a button, I’ll demonstrate how you can quickly and simply export information from Xero to Excel
Monitor your cashflow
No one likes costly surprises at the end of the year. Let’s find out how Xero can offer you visibility of your balances at all times, so you’ll know exactly what you can and can’t spend.
My support won't increase your monthly Xero fee
Because Xero allows unlimited users for one monthly fee, we can all learn and work on the system together without your subscription charge going up