---
title: "Advanced sessions: what they cover"
description: "Advanced sessions: what they cover"
---

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1. [Accounting Service](https://help.1stformations.co.uk/accounting-service?hsLang=en-gb)
2. [Xero Training and Analytics](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb)
3. [Weekly Xero Training Sessions](https://help.1stformations.co.uk/accounting-service/xero-training-and-analytics?hsLang=en-gb#weekly-xero-training-sessions)

# Advanced sessions: what they cover

## Our sessions for people who have complex businesses and want to understand how Xero can help them

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

### Topics covered

### 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

### 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)

### 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

💡 **Good to know:** Advanced sessions assume familiarity with the core Xero workflow. If you are new to Xero, complete at least two or three beginner and intermediate sessions first before attending advanced sessions.

### Not found what you're looking for?

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- [Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#main-content)

    - [Understanding Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#understanding-your-plan)
    - [Compliance Included in Your Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#compliance-included-in-your-plan)
    - [Your Xero Plan](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#your-xero-plan)
    - [Add-ons Explained](https://help.1stformations.co.uk/accounting-service/your-plan?hsLang=en-gb#add-ons-explained)
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    - [Getting Started with Xero](https://help.1stformations.co.uk/accounting-service/using-xero?hsLang=en-gb#getting-started-with-xero)
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- [Understanding your Numbers](https://help.1stformations.co.uk/accounting-service/understanding-your-numbers?hsLang=en-gb#main-content)

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