Xero Tips & Tricks

Module 1. Getting started with Xero


In this hands-on limited number workshop, you will learn how to navigate Xero, gaining tips & tricks to be able to work more efficiently.

Join Leaine from Jones Business Solutions, an award-winning, passionate and experienced bookkeeper and learn how tasks can be completed more efficiently with Xero to free up your time.


When: Tuesday 23 August

Time: 5.15pm - 7.15pm (registration from 5.00pm)

Where: Hawke's Bay Business Hub, 36 Bridge Street, Ahuriri

Registration: $7.50 +GST for Hub Club Members or $12.50 +GST for GA, maximum of 8 participants 


What will we cover

  • Getting started in Xero
  • Accessing the Demo Company
  • Getting help in Xero
  • Customising your Xero Dashboard
  • Entering and editing contacts
  • Record keeping
  • Xero features for attaching receipts and bills
  • Xero reconciling overview


Learning Outcomes

  • Confidently navigate within Xero
  • Know how to access Xero help and resources
  • How to create and manage contacts
  • Understand the importance of record keeping
  • Able to attach receipts and documents to Xero
  • Ready to start reconciling


Special Discount

Register for Module 1 & Module 2 - Reconciling in Xero, for a discounted price. You will get both modules for only $10.00 +GST for Hub Club Members or $20.00 +GST for GA. Click here to register under the special discount!


Presenter

Leaine Jones - Jones Business Solutions

Leaine founded Jones Business Solutions (JBSL) in 2007, providing bookkeeping and payroll services for small businesses. Now a 100% Xero practice, JBSL has clients throughout NZ; and Leaine operates in a virtual environment. JBSL was a finalist in 2021, 2020 and 2019 for the Xero NZ Bookeeping Partner of the Year.

Leaine regularly provides Xero training for her clients, her fellow bookkeepers, and for the Hawke’s Bay community.  Having used and trained in Xero for 10+ years she is an expert with all aspects of this software.


COVID-19 Information

  • You are required to wear a face mask in the foyer and public areas of the Hub.


Xero Module 1 takes place on Tuesday 23 August at 5.15pm. Registration is $7.50 +GST for Hub Club Members / $12.50 +GST for General Admission.

To become a Hub Club member click here