Bring in the Experts: How to save and get the most out of Xero

This will be our last webinar for the year and we thought we would finish the year with Xero joining us to talk about how to get the best results out of the xero platform for your business. They will be covering tips and tricks with a focus on cash flow/ insights and saving time:

• Tips & tricks/ day to day tools (date entry shortcuts/ inbuilt calculator, invoice reminders, online payments, repeating invoices/ contact group invoicing)

• Xero dashboard insights incl quick access (+ sign)
• Short term cash flow
• Business snapshot
• Business performance dashboard
• Reporting with customisation including budget manager & tracking
• Projects & profitability dashboard

We have Gracie Miles from Xero joining us.  She is in the NZ Education team at Xero.  She joined Xero over a year ago, which was a dream come true for her after using, and loving the software for 6 years prior as an accountant.  She is passionate about seeing our customers have those light bulb moments where they realise there is an easier way to carry out a task!  She loves teaching her customers all things Xero and excited to take you through this webinar.

How do I join the webinar? Zoom Link – simply click on the link a few minutes before 10am on Wednesday.

Can I ask questions during the webinar? Members will be provided the opportunity to ask questions via the written ‘chat’ function or the Q & A tab.

What is the cost? These webinars are offered FREE to Financial Advice Members, Associates, Business Partners and friends of Financial Advice New Zealand.

CPD will automatically be applied to member’s accounts. If you are not a member and would like a Certificate of Attendance, please indicate on the webinar registration page.