Getting the most from Xero training as a new director
Some tips for new directors who are new to Xero
Training is most valuable when it connects to what you are actually doing in Xero right now. These tips help new directors get practical value from each session.
Before your first session
- Log in to Xero at least once so you are familiar with the basic layout
- Try raising a draft invoice and connecting your bank feed if you have not already
- Write down any specific questions you have, as our sessions include a Q&A element
During the session
- Follow along in your own Xero at the same time if possible
- Ask questions in the chat or verbally: remember - there are no silly questions
- Note any features relevant to your business that you want to explore further
After the session
Apply what you have learned in your own Xero within a day or two while it is fresh. If you get stuck trying to replicate something from the session, contact us via live chat and we will walk you through it.
💡 Good to know: The sessions are open to anyone in your team who uses Xero, not just you as the director. If you have a virtual assistant or operations manager who helps with admin, invite them to attend too.
Not found what you're looking for?
Please get in touch and we'll be happy to help:
Email: You can submit a request using our contact form
Phone: 020 3897 2233
Live Chat: Select the live chat icon on the bottom right