Introduction to Xero Gwent : Green & Co

Introduction to Xero

Introduction to Xero

With Making Tax Digital just around the corner, are you considering moving your accounting to a cloud based system?

If you would like to learn how Xero can benefit your business, this FREE event is for you.

Xero will be coming along to provide you with the following:

Xero Overview

  • Our background
  • Our purpose and vision
  • Overview of Xero in the UK

Why Cloud, why Xero, why now?

  • What is the cloud
  • How is it changing small business
  • Efficiency with Bank feeds

MTD and Xero

  • Our position with MTD

Getting Started

  • Using the Demo Company
  • Browser tips and tricks
  • Using the Xero Dashboard to make better business decisions
  • Accessing the Help Centre and Support

Carrying Out Everyday Tasks

  • Basic Bank Reconciliation
  • Bank Rules
  • Quotes
  • Sales Invoicing
  • Purchase Bills
  • Intro to Xero Projects
  • Intro to Xero Expenses
  • Intro to CIS

Reporting in Xero

  • Profit & Loss
  • Balance Sheet
  • Managing AP & AR
  • Account Transactions

Xero on the go

  • Xero app
  • Projects
  • Expenses

Agenda

    9.00 - 9.30am Registration, coffee and biscuits

    9.30 - 9.45am Introduction and welcome

    9.45 - 10.45am Presentation by Xero

    10.45 - 11am Q and A session

    11.00am Finish

If you are thinking of switching to Xero and would like to find our more, we are holding a Hints & Tips seminar after this meeting. Find out more here.


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