Xero onsite setup and training day
Carried out by a Xero Training Expert and Advisor
When getting started on Xero, you want to make sure you are doing it right the first time. We also assist you with face to face training to ensure that you understand and get the most out of Xero. We are here to make that transition as painless as possible.
Three hour face to face beginners training, including hands on case study exercises where we teach you how to use Xero in your business.
Chart of accounts (nominal codes) using the Xero standard chart of accounts. If converting from Sage or Quickbooks you can keep your old chart of account codes.
Setup of opening conversion balances (debtors and creditors) if required. See exception note below.
Guidance of what other add-on packages may be appropriate for your business.
Assistance with set up of bank feeds. We will help you fill out the forms to get this moving for you.
Basic Xero invoice design with your logo.
Preparation of a to do list of any actions required after our onsite day.
Further webinar or phone support can be provided using our screen sharing technology and is charged on an hourly basis.
Extras (items charged hourly)
Transfer of detailed historical data prior or after to your conversion date.
Foreign currency accounts setup and training.
Preparation of a customised chart of accounts.
Customised invoice templates.
- Training on use of credit cards and expense functionality..
Import of client contacts.
Linking and setup of add-on packages.
Loading of conversion balances (if they require mapping between different chart of account structures).
Andy Subratie, Director at Bright Tangerine Ltd
“Maree’s help in setting up our new Xero account has been absolutely invaluable. I’m not sure we would have been able to get up and running without her assistance and the knowledge she brings, of not only the software and how best to use it, but also of general accountancy. Even without any accountancy skills whatsoever we are now able to make best use of Xero.”
“Maree has been excellent. She is a total professional and a top notch trainer. She meets you at your level and then gives you a hand to get up to the next level. What we loved is how she came in with ideas to make our finance lives more efficient.”