Xero Training Confirmation

Thank you…

Thank you for confirming your Xero Diagnostic Review. Ensuring the efficiency of your bookkeeping will save you time and money in your business and this is a great first step!

Invite us to your Xero file…

Please invite us into your Xero file. Please do this now so you don’t forget!

You can invite us by clicking on your business name which will give you a drop down. Then click on Settings>Users>Invite a user.

Single Touch Payroll Xero Setup

Single Touch Payroll Xero Setup

Please ensure your invite looks the same as the below example.

Single Touch Payroll Xero Setup

Single Touch Payroll Xero Setup

 

How the appointment will work…

This is a two-hour training session conducted over Zoom with screen sharing. Please ensure your video and microphone are available.

The purpose of the session is to ensure you’re getting the most out of Xero, and to address any particular areas that you’d like help with. It’s important that you get value from the session so if you have any particular items you’d like help with, please let us know.

The session will be recorded and we can send you a copy of the recording at the conclusion of the session.

If you become a management client of Miss Efficiency within 30 days of this service being completed, 50% of this training fee will be refunded to you after one month of service.