Xero Budgets & Tracking Categories

What You Will Learn

With the rapid and astonishing expansion of technology, that pierces through the core of all professions and establishes its mark, we humans suggest that a “perfect word” is slowly approaching. As far as the accounting realm is concerned, technology has enriched it by providing impeccable accounting software and adroit methodologies for financial organisation. However, all these advancements are deemed inadequate when alternative companies tend to lay back and settle with traditional methods of accounting that are deemed for failure and disorganisation.

YOU WILL LEARN HOW TO

Create and setup Xero Budgets and Tracking Categories
Utilise Xero Budgets and Tracking categories to create powerful reporting
Enter transactions to include tracking categories to ensure they are getting recorded

A manual accountant is no longer a viable option as financial processes are slowed down and the percentage of a mistake is evidently high. New, technological advancements are finally here to engulf the accounting realm, dispersing the need of manual and old fashioned accounting practises. Xero uses tracking categories and options instead of department codes or cost centres. This keeps your chart of accounts manageable. You will have access to all financial reports, budgeting analysis and many more perks. Xero is Australia’s leading accounting software and here at FP Accountants we utilise it to its maximum capabilities for all our clients.

Learn More

More reasons to signup

Easy
Not everyone is tech savvy, which is why we are here to make this experience as simple and easy for you.
Support
Genuine support is available through weekly sessions with Neha and our closed Facebook group for all your queries.
Convenient
Experience flexibility and convenience with our online only approach, so you can fit us into your schedule.
Relevant
Courses are designed for now and the future, so you can be sure to stay ahead of all the hottest industry topics.
Expert knowledge
With ample real world experience, Neha is an expert in her field and is passionate about sharing her learnings with you.
Valuable
With each course, Neha delivers tremendous value with industry insights that will help you harness your skills for a successful Accounting career.

About The Instructor

Expert who will be conducting this webinar

Neha Nayyar

Instructor

Numbers have always been Neha’s passion and this ardor combined with a flair for accounting inherited from her grandfather, inspired her to take up accounting as her profession.
Her father has been a business owner all his life, so she understands the nitty-gritty that a business owner endues on a daily basis. It is that essence that inspired her to provide a solution to those who can better invest their time in their business.
After completing her Masters’s in accounting and becoming a qualified CPA, Neha became aware of the fact that several start-ups and small businesses have to juggle a lot of tasks such as accounting, marketing, and insurance. These tasks are time-consuming and can distract the business owners, therefore hindering business growth. From here, the idea of Sum and Substance clicked to Neha.
Sum and Substance steers businesses through easy decision-making Processes and helps them accomplish goals on time.
We aid businesses in setting up bookkeeping, accounting and administration systems. We can assist in setting up your initial bookkeeping system, provide training and offer strong ongoing support keeping in mind your business requirements.
So, indulge your passion. Share your business requirements with Sum and Substance.

Let’s take Xero Budgets to the next level.