Introduction to Xero Seminar – 4 July 2018

20 June 2018

We would like to invite you to join us at our Introduction to Xero Seminar taking place on Wednesday 4 July between 9am and 11am at the Greenmeadow Golf and Country Club in Cwmbran.

As always, our invitation goes out to all who may be interested in attending this FREE event. So if you know someone who is looking to use an accountancy package, please do pass this invitation on to them – we are always happy to welcome new guests.

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


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.

Eventbrite - Gwent Landlord Forum

For any enquiries about this event, please contact Katie Williams at Green & Co on 01633 871122, Email:

Introduction to Xero Seminar - Small

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