Bank Rules in Xero: Step-by-Step Guide for Faster, Cleaner Reconciliation
Setting up bank rules in Xero keeps repeating transactions consistently coded and reconciled in seconds. This guide covers which transactions qualify, when to avoid rules, and how to build and refine them.
Think You Need Xero Training? Why a Health Check might be where to start
Xero training can be helpful, but it often assumes your file is already set up correctly. If you're still confused after watching ‘how to videos’, the real issue might be your system setup. Here's why a Health Check could be the right place to begin.
What to Expect from a One-on-One Xero Online Training Session
Curious about booking a Xero training session? Here's what to expect. We start with a discovery call, then tailor your one-on-one session to your needs. You'll get a video recording, action list, practical support, clarity and confidence.