Xero Advanced

Do you want to take your Xero knowledge to the next level?

Do you want to learn about advanced features such as inventory?

Do you want to become a Xero superuser?

With our advanced workshop, you'll learn to master the more advanced features of Xero. You will walk away with the knowledge and confidence that you can setup and manage functions such as inventory, foreign exchange, budgeting and advanced reporting.

We will also offer you extra hints and tips on Xero features and best practices for bookkeeping that other Xero courses may miss out.

Ideal for people who already have an intermediate knowledge of Xero, individuals seeking a higher level of what Xero can offer and employers looking to up-skill members of staff.

Learn how Xero can help you achieve better efficiencies within your business during this hands-on workshop.

As this is a hands-on workshop, we do require you to bring your own device. However, if this is not possible we can make alternative arrangements.

YOU WILL LEARN:

- Inventory - setup inventory, create items, track and untracked, reporting etc

- Budgeting - setup a budget and run reports

- Tracking Categories - what they are, how to add, options and how to use

- Advanced Reporting - advanced reporting options, including formulas

- Foreign Currency - how to use

- User Roles - overview of the different roles

- Bookkeeping Tips and Tricks

- Sales Tips and Tricks - repeating invoice, pay refund, attachment to invoice etc

- Xero TV

DURATION: 2.5hrs

A minimum of two attendees and a maximum of five

NZTE FUNDING:

We are registered with NZTE, which means that you maybe eligible for 50% off this workshop. Contact Kathryn at Marlborough Chamber of Commerce to see if you qualify. Phone 03 577 9575 or email kathryn@mcoc.org.nz. Please note that you do not have to be a Chamber member to qualify for the funding. Even if you are applying for funding, you still need to book and pay for the workshop in full. Once you have attended the workshop, we will refund you the funded portion directly to your bank account.

CANCELLATION/REFUND POLICY:

(a) Cancellations 10 days or more prior to the Workshop will attract a 5% cancellation fee. Cancellations less than 10 days prior to the Workshop will attract a 50% cancellation fee. Cancellations less than 2 days prior to the Workshop are non-refundable.

(b) We reserve the right to postpone or cancel a Workshop (e.g. due to insufficient registrations) in which case we will offer you an alternative workshop date or a full refund of all registration fees.

(c) If you receive NZTE funding, we will refund you the funded portion, once you attend the workshop.