Xero Training - Xero Basics Workshops - 1, 2 & 3 - Katalyst Office - Bookkeeper in Auckland, specialists in Xero and WorkflowMax
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Xero Training – Xero Basics Workshops – 1, 2 & 3

$401.35 (including GST)

Katalyst Office Management is an award winning, Xero Certified Bookkeeping team. Our Xero Basics Workshops are designed to get you up and running with the minimum of time, cost and effort.

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Xero Training – All three of our Xero Basics Workshops in one hit

When you’re just starting out using Xero, it can seem overwhelming. Rest assured, using New Zealand’s most popular cloud accounting software is simple!

Katalyst Office Management is an award winning, Xero Certified Bookkeeping team. Our Xero Basics Workshops are designed to get you up and running with the minimum of time, cost and effort.

This is for all three sessions – separately booked or all in one go sitting, covering everything from creating invoices to tracking your financial performance:

  • Learn the Basics | Workshop 1
  • Get Paid and Pay | Workshop 2
  • Getting the most out of Xero | Workshop 3

Workshop 1 – New to Xero? Learn the basics in just 1 hour!

We’ll walk you through the basic set up processes and give you all the information you need to start invoicing from Xero in under one hour.

You’ll learn about:

  • Adding users and roles
  • Email Templates – Customise your email content
  • Invoice Settings – Create Branding Themes and add payment services to Invoices
  • How to create an Inventory Item
  • Entering Contact details efficiently
  • How to track your financials
  • Workshop 2 – Get Paid and Pay. Learn the basics in just 1 hour!

    Paying and being paid are the two most fundamental functions Xero performs.

    In this one hour session, we’ll show you how to:

    • Raise a Purchase Order on behalf of your business and convert it into to a Bill
    • Raise a Quote for a client and convert it into a Sales Invoice
    • Raise a Repeating Invoice
    • Manage Debtors effectively in Xero
    • Workshop 3 – Getting the most out of Xero. Learn the basics in just 1 hour!

      Paying and being paid are the two most fundamental functions Xero performs.

      In this one hour session, we’ll show you how to:

      Reconciling bank accounts

      • How to raise and apply Credit Notes
      • How to process Refunds
      • How to process Overpayments
      • How to Setup Bank Rules
      • How to Create a Spend Money
      • How to Create a Receive Money
      • Helpful Hints and Tips when reconciling bank accounts
      • Please see our Shop for individual Workshops.

        These are small group Xero Training sessions – seats are limited.

        Contact us or see our Shop for further options as follows:

        • $150 +GST for individual sessions
        • $150 + GST for Custom/Personalised Session per hour (One on One)
        • Or, call us for more customised options.
        FAQs

        Plenty of street parking is available – we recommend parking on Fleming Road.
        Tea, coffee and water is provided.
        You can bring your own devices or laptops, but this isn’t necessary.
        Anyone can use the ticket purchased.

        Contact Corlika aka Leigh, with any questions and to arrange a time – 09 269 5466 or www.katalyst.co.nz/contact. Please note individualised, custom sessions may incur additional charges.

        Please see also our Eventbrite page for pre-set dates.

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