Agenda: This webinar on creating report templates will cover report codes and report fields, and customising report templates at the practice level in Xero HQ including customising schedules and notes, and some tips and tricks.
Agenda: The Conversion Toolbox is a data import tool for Xero partners. This webinar will cover using the Xero Conversion Toolbox to import data such as conversion balances, pre-coded bank statements and fixed assets into a Xero organisation.
Agenda: This webinar will cover setting up report codes and report fields at the client level, applying a report template in a client’s Xero organisation, along with how to make client specific edits, best practice, and some tips and tricks around reporting.
Agenda: Hubdoc is a document management software that links directly with Xero. You will get an introduction on how to send our documents directly to Hubdoc, coding the transactions and feeding directly into your Xero organisations, followed by some tips and tricks for making the most of the software.
Agenda: The GST best practice webinar will take you through the process of reconciling your clients' bank statements, re-coding transactions in bulk, filing GST returns and managing late claims.
Agenda: Xero Practice Manager (XPM) is accounting practice management software that has the tools to manage client jobs and workflow efficiently from start to finish. Join Cameron as he takes you on a high-level best practice journey of managing clients, completing jobs, and invoicing in XPM.
Agenda: Gain confidence in using Xero Tax for your tax preparation and management. We will go through how to create tax returns, view tax statements, and process tax payment reminders.
