Systems Training — Want to know what you don't know?
Starting from scratch or wanting to improve your financial literacy? Get up to speed on today’s workplace financial tools with short, effective courses from our Equation Education specialists.
We target our one to one training sessions to you, using your data and your systems so that learning is relevant and immediately usable.
Get your systems really working for your business.
Increase efficiency
Gain confidence and knowledge
Get the most out of your software
Reduce costly errors
Improve your company’s reputation
Increase job satisfaction
Reduce employee turnover
Greater staff skillset
Each programme runs for between one – four hours, and is facilitated by an experienced member of our certified Xero Platinum team.
We are proud to offer one free seat to a Not For Profit organisation for every group course that we run. To register click on the link below.
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Xero Budgets
This course is designed for a new business or existing business that would like to know how to use, manage and report on budgets in Xero.
Who should attend?
- Administrators
- Business owners
What will I/we learn?
- How to set up a Budget
- How to edit a budget
- How to report on a budget
- How to use budgets with tracking
- Benefits of having a budget
- Tip and tricks
Why come along?
So you can get the most out of your system and know how to manage a budget or multiple budgets in Xero.
What shall I bring?
Yourself
Your device
Investment:
$115.00 plus GST
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you.
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GST Best Practise
This course is designed for any Xero user that needs to complete a GST. We will teach you the correct way to process, check, make changes and filing your return with IRD
Who should attend?
- Accountants
- Administrators
- Business owners
What will I/we learn?
- Best practice for preparing and filing your GST return
- How to manage GST on Customs
- How to file your GST return online
Why come along?
- Gain the confidence you are filing your GST correctly
- Identify the most common errors and fix them
What shall I bring?
- Yourself
- Your IRD Login
Investment:
$115+GST - 1 Hour
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you
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Xero Reporting
This course will teach you how to get the best out of your data and give you the tools to customise the reports how you like them.
Who should attend?
- Accountants
- Administrators
- Business owners
What will I/we learn?
- Create your own custom reports
- Re-organise columns, rows and adding groups
- Add formulas
- Examples of useful reports
Why come along?
- Open up a new world of reporting flexibility
- Make the information within Xero make sense for you and your business
What shall I bring?
- Yourself
- Any reporting examples that you are trying to replicate
Investment:
$115+GST - 1 hour session
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you
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Xero Fixed Assets
This course is designed for existing or new Xero users that would like to learn more about the Fixed Asset schedule or would like to understand how it works
Who should attend?
- Administrators
- Business owners
What will I/we learn?
- Classifications of Fixed Assets
- How to process a transaction through to the Fixed Asset schedule
- How to run depreciation
- The benefits of having your Fixed Asset schedule in Xero
- Disposing of an Asset
Why come along?
- To give accurate reporting in Xero
- To keep your assets up to date
What shall I bring?
Yourself
Your device
Investment:
$115+GST -
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you
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Profit and Loss and Balance Sheet Interpretation
This course will hone your financial knowledge of Profit and Loss and Balance Sheets. It is also great for new Directors and Shareholders. We can take you through your balance sheet and Profit & Loss statement so that you are confident in making those important business decisions.
Contact us directly to arrange a time that suits you best.
Who should attend?
- Business owners
- Shareholders
- Directors
- Financial Controllers
What will I/we learn?
- What is contained within each line of your Profit and Loss and Balance Sheet
- Understanding each section and how they make up the reports
- Give you the ability to understand your financial position
Why come along?
So you can understand your Financial Statements and be able to monitor your position on a regular basis so you can make those financial decisions
What shall I bring?
- Yourself
- A copy of your last set of Financial Statements
Investment:
$399 per person 2.5 hour session
$100 for each additional staff member
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you
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Personalised Course
Design your own training, with a course tailor-made for your needs within your business. Select specific aspects of our training courses, or have us design your bespoke training with content and duration to suit you.
Please note: assessments and certifications do not apply to this option, and course notes are provided at an additional fee.
Who should attend?
- Accountants
- Administrators
- Business owners
What will I/we learn?
- Understanding the different aspects of Xero that are specific to your needs
Why come along?
- Gain the confidence and knowledge in particular aspects of Xero
- Become more productive
- Reduce errors
What shall I bring?
- Please send us a list of what you would like to cover one week prior to your course start date
- Yourself
Investment:
- $199+GST per 2 hour session
Where is the course?
- Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you
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Unleashed Reporting
This course is designed to give you a good understanding on how to create, customise and manage your reporting in Unleashed Software.
Who should attend?
- Any Unleashed User
- Accountants
What will I/we learn?
- How to set up a report
- How to customise the reports to get different data
- How to save a report
- Examples of useful reports
Why come along?
So you can get the most out of your system and get useful data for analysing.
What shall I bring?
- Lap top
- Any reports you are trying to create
Investment:
$115.00 plus GST
Where is the course?
At our offices Unit 12 31 Stevens St. -
Senior Management/ Business owners – Xero Essentials Must Knows
Picture this: You’re in the office early, trying to get a report out to make a decision on a new asset purchase or maybe you want to view your sales over different revenue streams or locations, but without your administration team around you, you can’t even log in to Xero.
So often in business, owners and senior management become reliant on administration teams and don’t know how to access the information they need in their Xero. Don’t be hamstrung by a lack of working knowledge of your own essential systems. This course is designed for senior management and business owners to grasp the necessary tools required for an advanced view of Xero. Learn how to manage your online accounting software; from security through to reporting and key areas in between.
Our expert team at Equation uncovers paramount insights and efficient short cuts and tips for those occasions that you do want to login to your software. Keep your finger on the pulse and understand where to find that information when you need it.
Who should attend?
- Directors
- Shareholders
- Business Owners
- Senior Management
What will I/we learn?
- By attending this course you will go away with the skills to be able to log into Xero at any time. You will be able to navigate and drill into key areas of your business that any Senior Management or Business Owner should do with confidence.
Why come along?
- Gain the confidence and knowledge of key aspects of Xero at a management level
- Be able to view information in your Xero with ease at any time that suits you
- Understand how your Xero is set up
What shall I bring?
- Your own device
Investment:
$115+ GST – One Hour
Where is the course?
Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you. -
Xero Tips and Tricks
This course will unveil tricks like the best practice on processing documents, navigation hints, reconciling tips and ways to manage your ongoing data.
The expert team at Equation know lots of the hidden shortcuts across every area of Xero’s software features; from sales and purchases to day-to-day transactions, communication tools, document storage, compliance navigation and contacts.
These minute details can make an enormous difference to how you manage your business, and can take your business from simply surviving, to thriving. Why wouldn’t you squeeze the juice from every feature available to you?
Why would you waste time trying to learn from the ground up, when you can come straight in from the top? Upskill, customise and bring all of your staff up to scratch to boost efficiency.
Who should attend?
- Administrators
- Business Owners
What will I/we learn?
- Shortcuts on how to enter data and navigate
- Learn about features within Sales and Bills and best practice
- Management of data on going
- Learn about creating Bank Rules, Smart Lists, Over payments/ Prepayments.
Why come along?
- To learn more about Xero and it’s capabilities
- To be more efficient
- To make sure you are managing your data processes the best way possible.
What shall I bring?
- A laptop
Investment:
$150 + GST – 1.5 Hours
Where is the course?
Our courses are usually held at our office at Unit 12 31 Stevens St or for a small fee we can come to you.