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Need a little help on Xero...

Join our FREE
3 part Xero Training Series!

Are you ready to take control of your business finances and unlock the full potential of Xero? Whether you’re new to the platform or looking to sharpen your skills, our 3-part Xero training series is designed to empower business owners, managers, and team members to manage their accounts with confidence. Delivered online, this interactive series offers practical insights and real-world applications to help you streamline your processes, save time, and make informed financial decisions.

At WE Mana, we understand the challenges that small and medium-sized businesses face when it comes to managing finances efficiently. That’s why our Xero training series isn’t just about learning the software—it’s about mastering the tools that will drive your business forward. From basic setup and navigation to advanced reporting and automation, our expert-led webinars are tailored to meet your needs and ensure you get the most out of Xero.

Sign up today to gain the skills, support, and confidence to take your business accounting to the next level!

Xero Training Series

12pm to 1pm
Wednesdays - 12th to 26th February

Xero Reconciliation

This workshop will cover:
  • Bank feeds set up
  • Bank reconciliation report & account transactions
  • Basic functionality including match, create, transfer and discuss tabs
  • Cash coding

Xero Invoicing & Billing

This workshop will cover:
  • Invoice settings
  • New Sales Invoice
  • Do I need to include Reimbursement
  • Email Invoices, Statements and Auto-reminders on invoicing
  • New Bill to Pay
  • Attachments
  • Batch payments

Xero Reporting

This workshop will cover:
  • What is a Profit & Loss Statement
  • Tracking categories
  • Understanding what expenses you can and can’t claim
  • Understanding the Balance Sheet

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