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
  • Thu 1st March 2018 – Cloud Accounting with Xero: basics, tips and tricks. Free Xero Session
    REGISTER
  • Thu 24th May 2018 – Cloud Accounting with Xero: basics, tips and tricks. Free Xero Session
    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

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31st January 2018

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