Advanced sessions: what they cover

Advanced sessions cover more sophisticated Xero features and integrations for clients whose businesses have grown in complexity.

Topics covered

Advanced Session 1: Complex transactions and multi-dimensional reporting

• Multi-currency transactions and how Xero handles foreign exchange
• Advanced use of tracking categories for detailed segment reporting
• Managing inventory and stock in Xero
• Handling complex bank and balance sheet reconciliations (loans, hire purchase, intercompany)
• Working with manual journals and understanding when to use them

Advanced Session 2: Reporting, forecasting, and decision-making

• Building custom management reports and report packs
• Cash flow forecasting and short-term cash management in Xero
• Budgeting across multiple scenarios and tracking variances
• Using Xero data to inform pricing, margins, and business decisions
• Connecting and using key apps from the Xero ecosystem (and when a bolt-on is worth it)

Advanced Session 3: Controls, efficiency, and working with your accountant

• Setting up robust user permissions and approval workflows
• Building internal controls to reduce error and fraud risk
• Streamlining month-end with a repeatable close process
• Preparing clean data for year-end and what your accountant needs from you
• Reviewing the health of your Xero file and maintaining it long-term

You should attend if:

• Your business has grown and your Xero usage has become more complex
• You are on the Accounting Premium plan and want to get more from Xero Comprehensive
• You want to explore Xero integrations or more advanced reporting

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