xero-training

Xero Training & Support

New to Xero or looking for some pro tips on getting the best out of it?

The Peloton are Cornwall’s #1 Gold partner for Xero, so we are fully behind everything Xero.

As Xero Certified Advisers we provide you with an extremely high standard of Xero Training from accountants who use the software professionally day in, day out.

Our Xero Training is completely tailored to your needs to make sure that you get the most out of it. You just tell our Trainer which parts of Xero you intend to use and they will teach you exactly what you need to know and not waste your time on anything else. As you get more proficient (it doesn’t take long!), we’ll be able to help you with some more ‘fancy’ tricks to really push what Xero can do.

xero training and support gold partner

Typical scenarios where clients (even non-clients) have asked for our help are as follows:

Free Xero Training Events

Thursday 21st June 2018

Cloud Accounting with Xero: basics, tips and tricks. Free workshop.

SOLD OUT

Thursday 19th July 2018

Xero Cloud Accounting for Dentists: basics, tips and tricks. Free workshop.

REGISTER

Thursday 26th July 2018

Cloud Accounting with Xero: basics, tips and tricks. Free workshop.

REGISTER

  • Xero Setup – converting from Sage (or other software)
  • Sales Ledger & Purchase ledger – keep ledgers tidy
  • Maintaining Contact Records – how to group and use smart lists
  • Invoicing and using the system fully for repetitive invoices
  • Importing bank statements as CSV files the importance of the layout prior to import
  • Cash Coding & Bank Rules, when to use them and when not
  • Looking at tracking different areas of your business
  • Inventory – and even if you don’t use stock how this can help
  • Reports – getting a better insight into your business
  • Understanding the Chart of accounts and management reports
  • General troubleshooting

Latest news articles tagged with Xero

How to create an effortless flow of communication with colleagues and clients
13th June 2018

Morning Meetings A lot of people think the morning meeting is just something to get to work on time for, sit…

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xero remote cloud accounting on holiday
How you can work with us from anywhere in the World. Probably.
7th June 2018

The danger now, is that we head off into an article that was probably written about 10 years ago regaling the…

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Digital Vault Cloud Accounting
Everything in its place with The Peloton’s Digital Vault
3rd May 2018

The beauty of having your accounts ‘in the cloud‘ and on Xero, is that you have easy access to everything, right…

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