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Xero Mate Training

The Xero Mate is an entry-level course where you learn steps 1 to 6 of the checklist and the following topics in Xero:

  • Basic Xero concepts –
    Understanding cloud-based accounting systems
  • The Xero dashboard –
    Setting up your dashboard
  • Accounts basics –
    Accounts receivable/payable, spend/receive money
  • Bank accounts –
    Importing transactions, reconciliation, setting up bank feeds, etc.
  • Contacts –
    Setting up your customer files, managing and viewing accounts
  • Finding help –
    How to get help with Xero
  • Q&A –
    General Xero queries

The Xero Mate is an entry-level course where you learn steps 1 to 6 of the checklist and the following topics in Xero:

  • Basic Xero concepts –
    Understanding cloud-based accounting systems
  • The Xero dashboard –
    Setting up your dashboard
  • Accounts basics –
    Accounts receivable/payable, spend/receive money
  • Bank accounts –
    Importing transactions, reconciliation, setting up bank feeds, etc.
  • Contacts –
    Setting up your customer files, managing and viewing accounts
  • Finding help –
    How to get help with Xero
  • Q&A –
    General Xero queries
Region Wellington