Workshops and Training
budgeting
This workshop covers all aspects of budgeting in the school environment and is an ideal precursor to the next round of budget setting.
Aspects include: Understanding the budgeting planning process; How to prepare the school's operating budget; The balance sheet budget; Capital expenditure budget; Basic cash flow budget; Using the budget to manage school finances.
Contact us for dates and times
Board Training
A board training session is included as an optional component of our support packages. This is a valuable session with a focus on understanding your monthly financial reports.
We examine what to look for when reviewing the monthly report and balance sheet; banking staffing and how this works; areas of financial risk; and the criteria that underpin effective reporting.
xero for new users
Our training sessions are run by Xero Certified Advisors and are ideal for those new to Xero or who have recently converted to Xero.
Content includes: setting up a demo company, dashboard and navigation, entering creditor and debtor invoices, bank reconciliation, creditor payments, contacts, files, reports, fixed assets, journal entries and GST returns and finishes with a quick overview of the Xero Help Centre .
We run regular sessions from our head office in Mt Wellington. Alternatively, we can visit your school for one on one training and a more personalised approach.
introducing hubdoc
The focus of this module is to help you get the most out of Hubdoc to reduce the time you need to spend on manual data entry.
Learn how to: add documents to Hubdoc; manage and organise the files; capture, review and code the extracted information; publish the transactions to Xero; and automatically post copies of the paperwork to your cloud platform as an extra backup.
xero FIXED assets
This session is designed to help new users become familiar with Xero’s Fixed Asset Register.
All key asset related functions are covered i.e. Running the fixed asset reconciliation report; Adding, copying, registering and disposing of assets; Depreciation and running schedule reports.