Catch up on the highlights of Xero Roadshow 2026 – explore key themes and free resources designed to help you and your clients thrive. ... System of Decision: Turning Data into Actionable Insights System of Decision: Turning Data into Actionable Insights Welcome to your Roadshow 2026 Resource Hub. This space is designed to help you take that...
Search Results: xero advisor certificate
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Get bank statement lines into Xero
Get started with the basicsLearn how to import bank statement lines into your bank account in Xero. ... Topics (GL) Learning objectives (GL) Bank feeds automatically import transactions from your bank or financial institution directly into your...
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For accountants & bookkeepers on the Xero Partner Program. Get an introduction to our suite of practice tools: Xero Practice Manager, Xero HQ and Xero Tax (AU/NZ) and how they work together to help you efficiently carry out tasks, and deliver greater client satisfaction. ... Watch this if you are: An accountant or bookkeeper who is on the...
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Learn how to use Xero Expenses and the Xero Me app to capture, approve and reimburse staff expenses. This course covers topics in the [L3 Xero specialist certification](https://learning.central.xero.com/student/path/4962-l3-xero-specialist-certification-self-paced). ... Learn how to use Xero Expenses and the Xero Me app to capture, approve and...
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Take a closer look at Xero's reporting features. Learn about the new management report and learn tips to help your clients with their reporting. ... Accountants & bookkeepers ,On demand webinars ... Watch this if you are An accountant, bookkeeper or advisor who supports clients with their business reporting needs. This webinar covers...
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You’ll learn to save time and ensure consistency by customising a report template in Xero Partner Hub and applying that template across your client base. We’ll also explore how we’ve been continuously introducing new features to improve reporting in Xero! ... Bella Bojkovski ... Thanks for enrolling. You'll receive an email...
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In this session we’ll dive into mastering your bank reconciliation from start to finish. We’ll show you how bulk reconciliation tools, auto-reconcile and more work together to save you time, reduce errors and give you clearer, up-to-date finances. ... Pranisha Sewraj ... Thanks for enrolling. You’ll receive an email confirming...
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What if your clients could arrive at every meeting already on the same page as you? In this webinar, we address how clients can self-serve insights on Xero Analytics to drive more meaningful conversations with you. ... Alex Hoffman ... Kyle van Zyl ... What if your clients could arrive at every meeting already on the...
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For small businesses. Learn how to simplify your day-to-day by mastering Xero's tools to effortlessly send invoices, automate bill entry and use reporting to track your cashflow. Gain total confidence to manage and scale your business with ease. ... Thanks for enrolling. You’ll receive an email confirming your enrolment, along with a...
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For small businesses. Empower your business with data-driven insights. This live webinar will demonstrate how you can leverage Xero Analytics to visualise and analyse your business data, manage your cash flow and make better business decisions. ... Fiona O'Farrell ... Small businesses ... For small businesses. Empower your...
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Become a Xero Payroll specialist. Complete this self-paced course to learn at a time that best suits you. This course is for small business owners, accountants, and bookkeepers who want to become Xero Payroll experts. Learn how to set up and streamline payroll to pay employees accurately, save time, and meet all payroll obligations. Welcome to...
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Understand the basics of Xero. Save time reconciling your bank accounts, send out invoices quickly, gain oversight of your bills, and get better insights with Xero's reports. ... On demand webinars ,Small businesses ... Watch this if you are: A small business wanting to learn how to automate and streamline your day to day workflow. An...
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For accountants and bookkeepers. Understand the basics of Xero. Bulk reconcile transactions, help your clients save time on invoicing, and store files easily. Save time on data entry with Hubdoc. Customise and deliver better insights to your clients with Xero’s reports. ... Gracie Miles ... For accountants and bookkeepers....
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Unlock the power of Xero! Learn to transform your practice by replacing manual processes with automated, integrated workflows that benefit your practice, staff, and clients. ... For accountants and bookkeepers. Unlock the power of Xero! Learn to transform your practice by replacing manual processes with automated, integrated workflows that...
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For all audiences. Understand the basics of Xero. Save time reconciling your bank accounts, send out invoices quickly, gain oversight of your bills, and get better insights with Xero's reports. ... On demand webinars ,Education month 2023 ... Watch this if you are: A small business who is new to Xero and wants an introduction into the key...
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For accountants & bookkeepers. Save time when it comes to moving your clients data across to Xero using the Conversion Toolbox to bulk import the files such as the chart of accounts, opening balances, transactions and more. ... On demand webinars ,Education month 2023 ... Watch this if you are: An accountant or bookkeeper looking to convert...
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Learn how to set up your Xero organisation to get the most out of Xero from the start. Attend a live webinar to meet a member of the Xero team, ask questions and connect with other small businesses, or watch a recorded session in your own time. ... Completing your setup correctly to get the most out of Xero from the start. Enter your...
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Attend the webinar and complete the assessment to earn your Xero payroll specialist badge. You must complete the assessment to earn the badge. If you have already completed the self-paced payroll specialist learning, you do not need to attend the live webinar. ... Attend a live webinar to become a specialist in Xero Payroll. Learn how to set it...
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Discover how Xero Payroll can benefit your business. Learn to easily set up Payroll in Xero, add your employees, and pay them accurately. Do your daily tasks like managing timesheets and leave, then move to advanced actions like employee terminations. The features relate to: Being able to specify an employee’s employment type Setting up payroll...
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Attend the two webinars and complete the assessment to earn your Xero payroll specialist badge. You must complete the assessment to earn the badge. If you have already completed self-paced payroll specialist learning, you do not need to attend the live webinar. ... Attend a live webinar to become a specialist in Xero Payroll. Learn how to set it...
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Reconcile basic bank statement lines in Xero
Get started with the basicsLearn how to reconcile simple bank statement lines in Xero, using match and create transactions, and automate bank reconciliation using JAX. ... Learning objectives (GL) Answer the following questions to check the...
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Get the most out of Xero for your business
Learn Xero for your businessUse Xero effectively to better understand your business. Set up contacts, emails, invoicing and reconcile the bank account to get a clear picture of the current business position. Explore reports and how they can help...
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Boost your business with Xero's advanced features
Learn Xero for your businessDive into Xero's advanced features to boost your business. Prepare budgets, run in-depth reports and receive invoice payments up to twice as fast with online invoice payments. Explore Analytics + for deeper insights...


