Brisbane’s best Xero training.

The training is comprehensive, and so, takes approximately 2 hours to complete. You will be guided through Xero, learning tips, and looking at new ways Xero can be integrated into your existing processes. With this you will be able to use Xero like a master, practically eliminating any disruptions. Training takes place in Link Books' modern, comfortable Fortitude Valley Office, with a projected screen, a lovely cup of tea or coffee, and our super friendly trainers making for a fun environment. Alternatively, the training can also take place over Zoom. The Xero training is relaxing and stress free allowing you to absorb everything.

Xero is a cloud-based accounting software. It is designed to be an online and cloud-based program. What this means is that you can only, access your information online within a browser. Xero is also accessible through your mobile and tablet devices.

Xero is the industry leader in cloud-based accounting software. It provides many features that will save your business time and money. It also integrates seamlessly with many different business process applications, expanding its capabilities further. Here are some more reasons why you should choose Xero:

 

Smart reports

Xero offers flexible, customisable and smart reporting. Reports can be generated whenever and however you want it. This feature allows business owners and managers to view and access their business standing anywhere and anytime.

 

Bank feeds

You can link Xero with your business bank accounts. This will generate automatic bank reconciliation, payroll, and facilitate other business transactions. Bank feeds are automatically imported and recorded to your Xero account.

 

Real time collaboration

You can access your account while your bookkeeper is working on it. Multiple users can simultaneously access and view the same file. This feature allows offsite work and collaboration, where you can conduct multi-site conferences and still be on the same page.

 

Inventory control

The inventory tool of Xero allows easy tracking and monitoring of inventory. Sales and purchases are automatically recorded. Significant inventory details like purchase and sale prices, transactions, purchase invoice and order quantities are also included.

 

Business files and document organisation

File organisation has never been easier and more structured. Xero lets bookkeeper attach files or documents to relevant records. This allows easy referencing allowing different users to easily check on receipts, quotes, or invoices. It also serves as a filing system without the need to setup a separate storage account.

 

Invoicing

Achieve seamless invoicing with Xero. Create invoices with the professionally formatted invoice templates available. Once it is sent and opened, a confirmation is sent back to you. The system automatically sends reminders to unpaid invoices. You can also create invoices from customer approved quotes.

 

Payroll

Payroll is a repetitive and laborious business process you can delegate to Xero. The Xero payroll tool simplifies the system. It tracks employee hours, calculate salary and taxes, and automatically records the expense to journals and ledger.

 

Security and data protection

Xero keeps your data and sensitive business information with multi-layered security protocols. Servers are secured with 24/7 physical security – restricted access and round-the-clock security personnel. Regular security audits are conducted by third-party inspectors. Xero also adopted the two-step authentication process for all accounts. The added measure will secure your accounts and all your data in case of password theft, phishing or malware.

 

Xero Me app

Xero Me also allows for mobile interactions with your payroll and accounting on the go, whether you be a manager or employee. Managers can action employee leave requests all on the go.

 

The Xero Me App streamlines employee interactions with your payroll software. It allows employees to send leave requests, view their pay details and payslips right from their phone.

Xero is here to help you understand your numbers better. It organises your business data & numbers into meaningful information.

Xero Consist of 6 main menus: Dashboard, Business, Accounting, Payroll, Projects, Contacts.

Dashboard: Always shows you the overview of your business and is customisable. You can see the list of your bank accounts, credit cards and the overview of balances. If you feel that you are lost at any point while using the app, just click on dashboard to go back to your “home”.

Business: This is where you can enter your sales invoices and your purchase bills. If you are looking after the bookkeeping of your business, this is the main menu you will need to hover over.

Accounting: This is what your accountants will use. In this menu you can access all your business reports. The main reports used by small business owners is your Profit and Loss and your Balance sheet. In Profit and loss, you can check the performance of your business, where Balance sheet is where your cash hides!

Payroll: If you have Payroll and staff, most of the interaction is going to be in this menu. From adding new staff, to process Payroll, paying superannuation and reporting Single Touch Payroll.

Projects: If you need to have some Job Costings, this is the menu to work on!

Contacts: Is the list of all your Customers and Suppliers. You can add contact information such as, names and Family names, Email, mobile numbers where necessary. Also, Business registration information, payment information, bank details and other financial and non-financial information to help you manage your business easier.

Yes, Xero facilitates the group payment of suppliers and help you to pay them through creating the Bank files at no extra costs.

Yes, there are a lot of automation options available, like creating Bank Rules for repeating transactions, or using third party applications like DEXT to facilitate the data entry.