Xero Training

Taking on a new accountancy system can be daunting, so here at Direct Peak we provide Xero training in and out of house to make sure you can get to grips with the new software. As well as offering training on the software we also offer ongoing support.

All of the Direct Peak team are Xero Certified Advisors and we only use Xero in-house, so we are using the software every single day.

Below we have added some resources that can help with the basis of Xero:

Resources

Understanding the dashboard

Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.

Video walk-through
https://www.youtube.com/watch?v=wUMjDq2lmVY&feature=youtu.be

Support article
https://central.xero.com/s/article/Your-Xero-dashboard

Confirming settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.

Attaching Files

With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online – which can help you get paid faster.

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

Expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

Managing Projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.

Connecting apps

Have a look at Xero’s app marketplace and how it’s got tools that integrate with Xero to help you run your business even more efficiently. Tools like point of sale software that sends your sales information automatically to your accounts in Xero or time tracking or inventory software that connects with Xero seamlessly.

Choose resources

We’ve brought together helpful walk-through videos and support articles for you to share with each of your new Xero clients at the time that works best during your set up process with them.

To take a more customised approach, select the individual articles and videos to share from the list below. There’s a description with each that you can copy and use – they’ve been written with new Xero users in mind.

Look Inside

Discover what Xero can do for you

Essential Xero features

Time to learn about the features you’ll use regularly in Xero, and see how they make managing small business finances easier than ever.