July 2024 - Free Xero webinars

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Articles • 2024-07-05

July 2024 - Free Xero webinars

Creating Report Templates

  • Registration Link: Creating Report Templates
  • 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.
  • When: 9 July 2024 at 10:00
  • Presenter: Vien Luis


Xero Conversion Toolbox

  • Registration Link: Conversion Toolbox
  • 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.
  • When: 11 July 2024 at 1:00pm
  • Presenter: Jay Thanki

Applying Report Templates

  • Registration Link: Applying Report Templates
  • 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.
  • When: 12 July 2024 at 10:00
  • Presenter: Vien Luis

Intro to Hubdoc and Best Practices

  • Registration Link: Hubdoc
  • 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.
  • When: 16 July 2024 at 10:00
  • Presenter: Jack Elliotte


GST Best Practice

  • Registration Link: GST Best Practice
  • 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.
  • When: 17 July 2024 at 10:00
  • Presenter: Jay Thanki


XPM Demo

  • Registration Link: XPM Demo
  • 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.
  • When: 19 July 2024 at 10:00
  • Presenter: Cameron Phillips


Xero Tax

  • Registration Link: Tax Demo
  • 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.
  • When: 23 July 2024 at 10:00
  • Presenter: Vien Luis


XPM Best Practice (invoicing, WIP, jobs)

  • Registration Link: XPM best practice (invoicing, WIP, jobs)
  • Agenda: Explore the best practice guidelines for managing clients, jobs, work in progress, invoices, and reports in Xero Practice Manager. 
  • When: 26 July 2024 at 10:00
  • Presenter: PJ Lihandra
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