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Xero: Cashflow and Budgets

  • Online New Zealand (map)

Learn how to use dashboards and reports to get clarity on your cashflow, track budgets, and monitor key KPIs with ease. Join us live - or if you can’t make the time, register below and you’ll automatically receive the session recording.

Join us and learn how to get the most out of Xero. In this practical session we’ll cover:

  • How to set up your Xero dashboard to track key figures at a glance

  • Creating a simple finance dashboard for visibility over short-term cashflow

  • Using reports to monitor cash in and out, and spot trends over time

  • Customising reports to compare budget vs actual and calculate key KPIs


At Ake we love showing our clients how using Xero can be a game-changer for your business.

Xero is the easy-to-use and powerful accounting software that simplifies and organises your business admin, and helps you make better business decisions.

We can get you set up and running smoothly on Xero, and can also provide tailored training sessions for your and your team. We’re also only a quick call or email away if you need a hand troubleshooting.

Ready to change the way you do business for good?

 
Learn more about our Xero training options
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18 November

Free webinar: 7 Steps to Financial Freedom

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11 December

Governance Fundamentals Workshop for Ahu Whenua Trusts and Marae