Xero Tips & Tricks

Module 2. Reconciling in Xero


In this hands-on limited number workshop, you will gain the knowledge you need, and learn all the tips & tricks to excel at reconciling your transactions in Xero.

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 30 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

  • Xero reconciling overview
  • ‘How to’ with Spend and Receive money transactions
  • ‘How to’ with split transactions, attaching receipts, items
  • Setting up, using and managing Bank Rules
  • Searching and editing reconciled transactions
  • ‘How to’ with overpayments and refunds
  • Matching to invoices and bills
  • Bank reconciliation checks


Learning Outcomes

  • Understand and utilise Best Practice when reconciling in Xero
  • Confidently set up and use Bank Rules
  • How to find and amend reconciled transactions
  • Able to attach receipts and documents onto transactions
  • Able to apply overpayments and create refunds
  • Month end bank reconciliation know how


Special Discount

Register for Module 1 - Getting started with Xero & Module 2, 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 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 2 takes place on Tuesday 30 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