Xero Training Christchurch

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.

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.
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:

$130+GST - 1.5 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
Xero Christmas Payroll
Do you have a good understanding of your Payroll for the Christmas period? Can you effectively navigate how much leave your staff have? What about your staff bonuses?
This session will teach you how to read and understand the holiday pay and annual leave in Xero and other payroll challenges that come up during this time of the year.
Who should attend?
- Payroll Clerks
- Administrators
- Business owners
What will I/we learn?
- Holiday Pay/ Annual leave- Understand the difference and understand your staff entitlements
- How to process a bonus correctly
- How to process payroll while your staff is on ACC
- How to pay casual staff on public holidays
- Running leave reports to see leave taken
Why come along?
- To have confidence in understanding the entitlements and how to process correctly to meet the correct tax obligations.
What shall I bring?
- Nothing- It is online
Investment:

$60+ GST- 30mins
Where is the course?
- Online through Zoom
WorkflowMax - Become a WorkflowMax Expert
This session gives you the tools to be able to create a wide range of reports through the WFM Report builder, from pie graphs, bar charts, monthly summaries and reports that are specific to your business needs. We will show you reports that you may not even know existed.
We will take you through a month end check to make sure your WFM and Xero run in sync and all data transfers at the correct times.
Who should attend?
- Administrators New and Existing
- Business owners
What will I/we learn?
- How to search, edit and save your reports
- How to use the Report Builder to create specific reports
- Learn best practise of report management
- Understand how your WFM links with Xero and how to monitor it
- Which reports and checks to do at month end to reconcile both systems
Why come along?
- To learn how to create reports in WFM
- To understand the Xero link and make sure all your data is flowing correctly
- To learn how to reconcile the two systems
Investment:

$120+GST - 1 1/4 hours
Where is the course?
- Our courses are run through Zoom
Understand your Profit and Loss and Balance Sheet - One on One
This one on one 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.
If the scheduled times do not suit you please get in touch with us directly and we can arrange a time that suits you.
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 from your company
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.
- Contact us directly to arrange a time that suits you.
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.
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
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
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.
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?
- Directors
- Shareholders
- 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
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?
- Nothing, it is online
Investment:

$99 + GST- One Hour
Where is the course?
- Online through Zoom and runs every Thursday at 10.00am