Take control of your business finances with confidence! Join our interactive, beginner-friendly workshop designed to help you master Xero, the powerful cloud-based accounting software. Whether you’re a small business owner, freelancer, or exploring better financial management, this workshop provides essential tools to kickstart your Xero journey.
What You’ll Learn:
- When to Start Using Xero: Identify the ideal time to implement Xero and explore its different plan options.
- Setting Up Xero for the First Time: Step-by-step guidance on configuring settings, organisation details, users, email preferences, payment services, invoice settings, and expense management.
- Organisation, Financial, and Invoice Settings: Tailor Xero settings to meet your business needs.
- Setting Up Bank Feeds: Link your bank account for automated transaction tracking.
- Creating Contacts: Easily add and manage client and supplier details.
- Creating Sales Invoices: Design and send professional invoices with ease.
- Basic Reconciliation in Xero: Master simple techniques for accurate account reconciliation.
- Saving Documents: Learn how to upload documents directly into Xero for streamlined bookkeeping.
General Document Management (To Keep Your Accountant Happy):
- Saving Digital Copies of Receipts: Use tools like Xero, Google Drive, or OneDrive for secure document storage.
- Keeping Paperwork in Order: Simple strategies for saving receipts and financial documents.
Presented by Jackie Matjasec.
About Laura Muller
Since the launch of DLM Marketing in 2006, Laura has built an impressive list of marketing achievements throughout her career and has had a wide range of experience in corporate environments including insurance, motor sport, hospitality and corporate services. She has specialised interest in creative digital marketing and digital design to ensure maximum market reach. Laura is always keen to completely understand her client’s needs and will create the best possible solution that will ensure maximum return on all marketing campaigns. Laura’s ability to get inside the mind of a business has seen her win contracts with some of the largest companies in Australia and that’s because her processes are strategic, highly organised and distinctly ‘outside-the-box’. Laura is a member of the Australian Marketing Institute and is an expert-vetted, Top1% freelancer with Upwork.