Practical Xero Training After Migration
Bespoke Xero training focused on the organisation, workflows and reporting your team will actually use after the migration.
Built around the accounting outcome, not a generic template.
We scope the work around the data, the source system and how the finance team needs Xero to work afterwards.
Training around your real setup
Generic demonstrations are less useful after a migration. We train against the organisation and processes the team is about to use.
Typical topics
Sessions can cover sales and purchase invoices, bank reconciliation and rules, VAT checks, reporting, tracking and practical efficiency tips.
Timing
Training can be delivered shortly before go-live or after the team has had time to explore Xero, depending on the preference of the business.
The detail that makes the service useful.
The exact combination depends on the project.
Sales invoices and statements
Included or reviewed where relevant to the agreed scope.
Purchase invoices
Included or reviewed where relevant to the agreed scope.
Bank reconciliation
Included or reviewed where relevant to the agreed scope.
Bank rules / imports
Included or reviewed where relevant to the agreed scope.
VAT checks and returns
Included or reviewed where relevant to the agreed scope.
Xero reporting
Included or reviewed where relevant to the agreed scope.
Tracking
Included or reviewed where relevant to the agreed scope.
Tips and workflow efficiencies
Included or reviewed where relevant to the agreed scope.
Common questions.
Is training included in a migration?
Many migration projects include a defined amount of training; additional sessions can be arranged separately.
Can you train a whole finance team?
Yes. Sessions can be delivered to individuals or groups.
Is it generic Xero training?
No. We focus the training on the organisation and workflows the team will actually use.
Can training be remote?
Yes. Training is commonly delivered online.
When should training happen?
Usually close to go-live, although some teams prefer a follow-up session after using Xero for a short period.
Do you cover VAT and reporting?
Yes. VAT checks, reporting and reconciliation are common training topics.