Xero Training for Individuals, Businesses and Groups

Professional Xero Training – App Training – Forms & Resources

 

1 : 1 Xero Training
Invisible Business Solutions Xero Training for your business. If you’ve moved to Xero because your Tax Accountant, Business Associate or Friend recommended it, but you’re a bit lost about how to use it? I provide personalised training to get you up and running. The Intro Xero training package includes:

  • General site orientation
  • Security Settings and best practice
  • Get your Bank Feeds
  • Add Accounts to the Chart of Accounts
  • Understand Sales Invoicing
  • Enter Bills due for payment
  • Hints and Tips from an Expert to speed up Xero use.

So if you are ready to streamline your business and be up and running as soon as possible, then take advantage our Intro Xero training package from just $250+gst – Ongoing Xero subscriptions are your responsibility depending on number of staff and business requirements, we will happily assist you to ensure you have the right plan and level of support. and if you don’t have Xero set up we can help with that too.

Businesses / Group (Onsite or Virtual / Min. 2 Users)

If you are a small to medium sized business that has implemented Xero, but are yet to be using it to its full potential, then this is the ideal training for you! At your office or at an offsite location, or virtually you can confidently share your questions and data to achieve maximum benefits from the session.

Topics are customisable to meet your needs and but included in this 4 hour training session are:

  • Understanding & Interpreting the Xero Dashboard
  • Review of Invoicing, Bills, Purchase Orders
  • Review of Bank Reconciliation functionality
  • Using Reporting and Budgeting to understand your business and make strategic decisions.
  • Learn about the Xero Eco-System and discover which Apps are specific to your industry.
  • Expert hints and tips to save you time everyday.

By booking this training not only will you save your business so much time, you’ll also have the power to take control of your cash-flow and make quicker and more informed business decisions.

Training sessions run from 9.30 – 1.30pm and includes a FREE 48 page workbook including instructions, screenshots and hints and tips of everything your team learn from the training that can be included in your business training manuals.

Investment is ONLY $350 pp inc GST (Discount available for 3 or more attendees)

What your need – Access your Xero file during the workshop to implement there and then the new skills and shortcuts you have learnt.

In today’s economy, we need to move fast, be adaptable and make changes as you learn new skills, contact our office or book in via the form below! 

Northern Gold Coast Workshops (Next Workshops – Thursday 11 October 2018)

We also run Quarterly workshops on the Northern Gold Coast, the perfect opportunity to learn more about Xero and network with like minded business owners.

What will you learn – If you are a small business that has implemented Xero, but are yet to be using it to its full potential, then this workshop is for you!

Topics we will cover in this 4 hour workshop will include.

  • Understanding & Interpreting the Xero Dashboard
  • Using Reporting and Budgeting to understand your business and make strategic decisions.
  • Learn about the Xero Eco-System and discover which Add-Ons are specific to your industry.
  • Expert hints and tips to save you time.
  • How to get more from Xero and become your business Hero.

By attending this workshop you will not only save yourself so much time, you’ll also have the power to take control of your cash-flow and make quicker and more informed business decisions.

The workshop will run 9.30 – 1.30pm and includes morning tea, coffee and light lunch, and importantly a workbook with 48 pages of instructions, screenshots and hints and tips to save you time.

Special ONLY $195pp inc. GST (SAVE $100 – Normal price $295)

Max attendees 8.

What to bring – Your device so that you can access your Xero file during the workshop to implement there and then the new skills and shortcuts you have learnt. In today’s economy, we need to move fast, be adaptable and make changes as you learn new skills, contact our office or book in via the form below! Bookings will not be final until payment is received. Places are limited… so register now!

App Training

Training is available in each of our partner software packages. If you are already up and running but wondering whether you are getting the most from the software or have some particular training needs, perhaps new team members you’d like to get up to speed. At Invisible Business Solutions we offer training to meet your needs.

ServiceM8 Training
From using the App in the field, to automating workflows, to using Queues, Job Costing or Services. Invisible Business Solutions can review the Apps you need from within ServiceM8 directory to maximise your customer service options and to monitor and increase your job profitability. Ensure your field workers have all the information they need at any time in any place. Understand the flow of data between ServiceM8 and Xero for seamless stress free book-keeping. Enquire Now

WorkflowMAX Training
To ensure you achieve all the benefits of the platform, we offer User, Admin and Master user training sessions. Understand all the reporting and what and how WorkflowMAX integrates into Xero. Sessions are tailored to your business needs, with user specific sessions, example workflows and demo of new features for easy time tracking.  Enquire Now

Inventory Management Training
From hobby to wholesale with an online presence, grow your business with web stores from Woo-commerce or Shopify to Unleashed and Tradegecko all connected through to Xero. Understand the processes, the flow of data and sales history around your business. Streamline sales, payment and inventory management, taking away the stress of out of stock, back orders or overstock.  All training is tailored to your business need. Enquire Now 

Xero and the Eco System of Apps have brought world class technology to small business, complete the picture with training on the ground in Australia tailored to your business. Enquire Now

Forms
Want to customise the forms you use in Xero or ServiceM8 then we can help! Whether you want to add a fields, or customise to your branding our team can build your forms to meet your needs:

ServiceM8
In ServiceM8 not only can we create custom forms for Invoice, Quote, Time Sheets and Work Orders. Custom Forms can be created for almost anything! Any form you have in printed form now can be digitally recreated to be used within ServiceM8.
Whether collecting information for a Quote or completing Safety Documentation or Customer Satisfaction surveys or any other required information when you’d like to ensure the team all get the same information – consistently… you can even ask them to take a photo in the form!

If you have existing forms you use that you would like to create ServiceM8 forms for, send us a copy of your current form and our team will recreate it for you. Forms really add to your ServiceM8 experience so ask us today how we can help you create what you need! Prices start from $99 inc GST.

Xero
Invisible Business Solutions can create customised Invoice, Credit Note, Quote, Statement or Purchase Order layouts whether to meet your branding guidelines or to add details. For example we’ve created forms to show discounts, show GST inclusive amounts, add payment terms, add customer contact details and more… Let us know what you’d like and we’ll create you the template you need. Prices start from $75 plus GST.

All Forms are created to suit each clients individual requirements, please contact us for more information.

Training Booking Enquiry

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