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 19th July 2018

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

FULLY BOOKED

Thursday 26th July 2018

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

FULLY BOOKED

Thursday 27th September 2018

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

BOOK HERE

  • 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 change the user on the feed from your bank to Xero
30th April 2018

If you wish to change the user on the feed when a staff member leaves, this is normally done by: 1….

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‘Why can I sometimes see a balance difference in Xero?’
26th April 2018

Differences will appear until you have reconciled everything in your bank account on Xero. At this point you should see a reconciled…

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Top 10 Xero Tips
26th March 2018

We have successfully been using Xero cloud-based accounting for some time now, and we have obtained some great hands-on experience that…

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