Events

To help our clients grow and develop their businesses we offer regular Xero training, Business Development workshops and seminars, as well as networking events throughout the year. And watch this space for upcoming events in 2024.

If you’d like to hear more about these events then please let us know. 

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

 

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

 

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

 

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

 

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

 

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

 

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

 

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

 PJ Lihandra

---