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Getting More Out of Xero

July 31 @ 9:30 am - 11:30 am

Elevate your business’s financial game with our workshop, and learn how to maximise Xero in a workshop tailor-made for those already familiar with the platform. Dive into simplified strategies to unlock the full potential of Xero and streamline your financial processes seamlessly.

Throughout the workshop, you will explore time-saving navigation shortcuts and the power of cash coding and bank rules to simplify your daily tasks. Learn the best practices for invoicing and bill management, including automation tricks and recommended apps for smoother operations. Discover expert tips for efficient payroll management and the importance of lock dates and audit trails for maintaining data integrity.

You will be guided through customising reports to extract meaningful insights and explore common app combinations suited for various industries. By the end, you’ll be equipped with the tools and know-how to optimise Xero for enhanced efficiency and productivity in your business operations.

This workshop will cover:

  • Navigation shortcuts
  • Cash coding and bank rules
  • Best practices with invoicing and bills (automation and apps to use)
  • Best practices with payroll
  • Lock dates, and audit trails
  • Customising reporting
  • Common app stacks for different industries


About Presenter
Andrew Erkins initially founded Digit to aid small businesses in WA with bookkeeping, payroll, and business app integration. Over the course of eight years, Digit evolved into an acclaimed enterprise, earning the Bookkeeping Firm of the Year award at the 2021 Australian Accounting Awards.


July 31
9:30 am - 11:30 am




Business Station
1300 427 227
View Organiser Website