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FINANCIAL

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Dates/Times:
12pm to 1:30pm on Tuesdays 16 and 23 September. With 12pm to 12:30pm on Fridays 19 and 26 September.

Location: Zoom

Presenter: Anna Murgatroyd

2-week (4-hours) course fee: $130

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XERO DAY TO DAY: Practical accounting training with Xero for non-profits and small businesses.
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Outline

More Skills. Less Faff. Master Xero with confidence.

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Are you making the most of Xero?

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Unlock the full potential of Xero with this hands-on training programme. Starting from the basics, you’ll quickly learn to navigate Xero’s dashboard, set up your organisation, and manage day-to-day finances with ease. Advance your skills with invoicing, bills and bank feeds. Then discover the power of Xero for automation.

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Emphasis is placed on practical, step-by-step exercises, real-world scenarios, and best practices for accuracy, efficiency, and compliance. By the end of this programme, you will be able to confidently set up and manage a Xero account, process and troubleshoot day-to-day transactions.

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Interactive 90 minute weekly sessions combining live demonstrations, guided practice, and real-world exercises, supported by many resources and a weekly “Ask Me Anything” forum for two, half hour sessions on Fridays.

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Content

The list of topics that will be covered over the course of the two 90-minute sessions include:

  • The Xero Demo Company.

  • The cloud and security.

  • Getting started with the dashboard.

  • Navigation tips and tricks.

  • Keeping oversight of your business.

  • Manage contacts.

  • Invoicing and credit notes.

  • Bills and credit notes.

  • Bank reconciliation.

  • Reporting basics including budget manager.

  • Xero Central.​

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This course would be ideal for:

  • Not for profits.

  • Small business owners.

  • Bookkeepers and accountants.

  • Administrative staff managing finances.

  • Anyone wanting advanced competency in Xero.

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Enrol today – spaces limited!
Walk away with practical skills and the confidence to manage your finances with ease.

Liift is designed to assist your organisation in building capability, developing and strengthening leadership, and supporting you and your team to be adaptive and resilient in a changing environment. ANCAD brings in qualified consultants to mentor your Managers, CEOs and Governance Board/Committee members in various aspects of capability building from good governance, leadership, fundraising and marketing, to financial management and strategic planning.

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CANCELLATION FOR TRAINING COURSES

Please be aware that we require two working days’ notice if you wish to cancel your registration. If you cancel after this time payment is still required. We may (at our discretion) provide a credit note to be used for other training courses within twelve months of the original course.

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© ANCAD 2026

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