We offer regular training for Xero users by Business Buddy’s inhouse trainer. We have a training room in our offices or we can do one on one training in your offices or online. 

All sessions are 2-3 hours and cost $375 plus GST. 
Please click here to request details of next Xero training session.

We also run regular Xero Webinar training sessions. 
Contact us here for more information.

Beginners 

  • Using the Xero Dashboard 
  • Bank Accounts, bank feeds/importing transactions 
  • Bank reconciliations 
  • Debtors 
  • Creditors 
  • Contacts – setting up and importing 
  • Standard reports including GST 

Intermediate 

  • Spend/Receive money 
  • Part Payments 
  • Transfers 
  • Bank not balancing 
  • Paid incorrect invoice 
  • When to approve invoices and expenses 
  • Repeating tasks 
  • Publishing Reports 
  • Security settings 
  • Locking periods 
  • Credit notes 

Advanced 

  • Expense claims 
  • Report customisation 
  • Contacts – merging, grouping importing correcting 
  • Price list 
  • Chart of accounts adding/changing information 
  • Organisation information/financial/Invoice setting options 
  • Tracking – setup and reporting 
  • Fixed Assets 
  • Foreign currency 
  • Budgets



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