Make EOFY go Swimmingly with Xero!


With the EOFY fast approaching, Xero are running live webinars from Thursday, 23rd June to guide you through the end of year processing within Xero.

There are numerous sessions available and will cover the following:

1. Processing year end in Xero

The first webinar will be taking you through a workflow on how to process the end of year in Xero. They will cover:

  • the basics
  • closing accounts receivables and payables
  • performing stocktabke and adjusting inventory
  • checking bank reconciliation
  • reviewing charts of accounts
  • reviewing contacts
  • updating fixed assets
  • making end of financial year adjustments
  • checking lock dates and publishing draft reports

Check the dates and register here

2. Preparing statements and finalising the financial year

The second webinar will show you how to prepare financial statements in Xero and finalise the financial year. Items to be covered are as follows:

  • doing pre-reporting checks
  • mapping report codes
  • accessing report templates in a client's organisation
  • navigating and editing reports in a template
  • reviewing and updating notes to the financial statements
  • saving report templates as a draft
  • publishing the report template for client viewing
  • preparing for future years

Check the dates and register here

If you'd like to learn more about Xero or any other cloud systems please don't hesitate to contact your Business Advisor at HTA Advisory!

Contact your Advisor

Topics: Xero

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