Take control of your business finances with confidence! Join our interactive, beginner-friendly workshop designed to help you master Xero, the powerful cloud-based accounting software. Whether you’re a small business owner, freelancer, or exploring better financial management, this workshop provides essential tools to kickstart your Xero journey.

What You’ll Learn:

• When to Start Using Xero: Identify the ideal time to implement Xero and explore its different plan options.
• Setting Up Xero for the First Time: Step-by-step guidance on configuring settings, organisation details, users, email preferences, payment services, invoice settings, and expense management.
• Organisation, Financial, and Invoice Settings: Tailor Xero settings to meet your business needs.
• Setting Up Bank Feeds: Link your bank account for automated transaction tracking.
• Creating Contacts: Easily add and manage client and supplier details.
• Creating Sales Invoices: Design and send professional invoices with ease.
• Basic Reconciliation in Xero: Master simple techniques for accurate account reconciliation.
• Saving Documents: Learn how to upload documents directly into Xero for streamlined bookkeeping.

General Document Management (To Keep Your Accountant Happy):

• Saving Digital Copies of Receipts: Use tools like Xero, Google Drive, or OneDrive for secure document storage.
• Keeping Paperwork in Order: Simple strategies for saving receipts and financial documents.

Presented by Jackie Matjasec.

Eligibility Requirements

We encourage potential participants to review eligibility requirements before registering. Eligibility requirements include:

• businesses with under 20 Full-Time Equivalent (FTE) employees
• be a Queensland, Northern Territory or Western Australian-based business
• hold an active Australian Business Number (ABN)

This workshop is presented by Regional Business HQ as part of the Digital Solutions Program.