Dollars and Sense

• FUNDAMENTAL CONCEPTS OF INCOME

  • HANDS-ON APPROACH TO XERO INVOICES

    • USING XERO TEMPLATES

    • BEST PRACTICE INVOICE SETTINGS

      • TOOLS AND TRICKS

      • XERO ITEM CODES AND INVENTORY

      • LINK PAYMENT SERVICES FOR ONLINE PAYMENTS

    • SEND STATEMENTS

Receipts Revolution

• FUNDAMENTAL CONCEPTS OF EXPENSES

  • HANDS-ON APPROACH TO XERO BILLS

    • USING HUBDOCS & FILES

    • BEST PRACTICE EXPENSE PROCESSES

      • TOOLS AND TRICKS

      • XERO ITEM CODES AND INVENTORY

    • BATCH BILLS AND PREPARE PAYMENTS & REMITTANCES

Numbers in Sync

• FUNDAMENTAL CONCEPTS OF BANK RECONCILIATION

  • HANDS-ON APPROACH TO XERO BANK RECS

    • USING FIND & MATCH

      • BANK RULES

      • DASHBOARD COMMANDS

    • BEST PRACTICE BANK REC PROCESSES

      • TOOLS AND TRICKS

      • XERO NAVIGATION

Payroll Perfection

• FUNDAMENTAL CONCEPTS OF XERO PAYROLL

  • HANDS-ON APPROACH TO XERO PAYS

    • USING TIMESHEETS

      • PAY SETTINGS

      • PAYROLL TEMPLATES

    • BEST PRACTICE TO PAYROLL COMPLIANCE

      • PAYROLL RECONCILIATION & TIPS

      • STP REPORTING

Reporting Hero

• FUNDAMENTAL CONCEPTS OF XERO REPORTING

  • HANDS-ON APPROACH TO XERO REPORTS

    • USING STANDARD REPORTS

      • COMMON REPORTING TECHNIQUES

    • CREATING CUSTOM REPORTS

      • TOOLS AND TRICKS

    • EXPORTS AND PUBLISHING