Xero Masterclass Advanced Course

Grow and develop your understanding of your Xero account

The Xero Masterclass series is designed to help you boost your business. This three-step course has been designed by Chartered Accountants with years of Xero experience to provide you with the accounting and technical knowledge needed to gain visibility and efficiencies around your business for quality decision making.

Each class will grow and develop your understanding of the accounting system and the positive benefits to your workplace. You will be equipped with the skillset to speed up daily processes, differentiate your business and generate customised reporting to suit your specific needs.

• Save hours in accounts payable (creditors) processes by automating the input of information and using the batch payments feature.
• Being able to use and understand the budget manager with customised reporting to enable quick management reports each month.
• Building your own fully customisable and powerful reports with the new blank reporting template.

Xero Advanced Course

The Advanced course forms the third step of the three-stage Xero Masterclasses.

This course provides an in-depth learning experience into the customised reporting functionality of Xero that will help drive business decisions. It has been designed for experienced Xero users with advanced knowledge of bookkeeping & accounting functions. This training will equip you with the techniques and processes to better support key stakeholders in the business with real-time insights.

The main topics covered:
This course covers key focus areas common to every business and will demonstrate both technical and accounting concepts including: 

• Advanced Customisation
• Cash Flow Reporting
• Tailored Balance Sheets
• Executive Summary
• Monitoring Business Performance
• Fixed Assets

Duration
Three hours

Presenter – Jessica Wright, BDO Invercargill
Jess joined BDO Invercargill in 2018 as a graduate and has steadily progressed to a senior accountant, reflecting her dedication, capability, and alignment with BDO’s core values. In 2021, she achieved her Chartered Accountants qualification, further solidifying her expertise in the field.

With a strong focus on the commercial sector, Jess provides clients with tailored support across business growth advisory, taxation services, and software solutions. Her practical insights and collaborative approach make her a trusted advisor to many local businesses.

Beyond the office, Jess is deeply involved in her community:

• Treasurer – Bluff Oyster & Food Festival
• Committee Member & Manager – St Mary’s Netball Club

Her commitment to both her professional role and community involvement exemplifies BDO’s purpose of people helping people. Jess brings energy, integrity, and a genuine care for those she works with—whether they’re clients, colleagues, or teammates.

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Pre-Requisites
It is highly recommended that participants have already attended the Foundations & Intermediate Course. Attendees to the course are expected to possess a high level of familiarity and understanding of Xero, ideally in a bookkeeping or accounting function.

Requirements 
Participants must bring their own laptops and have a Xero account set up to work with. This workshop is interactive and participants will gain hands-on experience. 

Limited to 10 participants to ensure participant-centred learning. 
Training materials. along with tea, coffee and morning tea will be provided.

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