The benefits of our Xero training services

  • Manage finances efficiently
  • Understand Xero features
  • Save time
  • Expert training

Could your company benefit from Xero Support

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Why use Caldwell Penn for Xero support?

Streamline your finances

  • If you are keen to get peace of mind knowing that your software is set up correctly for you to use in your business.
  • We recognise that you are not qualified bookkeepers and would prefer to spend time on your business.
  • We want to make sure you are completely comfortable using the software and have somewhere to turn when things get tricky. 

How does our Xero support and training work?

A helpful hand each step of the way

  • We offer one-to-one training sessions designed to be tailored to go at your own pace; either remotely, at our premises or at your offices depending on your requirements.
  • Whether you have a basic knowledge of Xero and just want a refresher course or if you are completely unfamiliar with the software we will help you develop a better understanding.
  • As Certified Xero Advisors we are always on hand to help you and ensure that things are running smoothly.
  • You decide how much or little of our time you require and we will be there to help. 


What should I expect to achieve from Xero training

Improved business performance

  • With a better understanding of Xero you will be able to manage your finances more efficiently and easily.
  • By the end of our standard training you should be able to:
    • Raise professional looking and HMRC compliant invoices and email them to your customers directly within Xero using the desktop or mobile app
    • Upload receipts and invoices to Receipt Bank using the desktop and mobile app
    • Add items to Expense reports within Receipt Bank
    • Process receipts, invoices and expense reports from Receipt Bank into Xero
    • Match, create and transfer bank receipts and payments as appropriate
    • Check the reconciliation of the bank to the statement balance
    • View your outstanding customer and supplier balances and send statements to customers directly within Xero
  • You will better understand all the features of Xero and how to use these to improve your business performance. 

Frequently asked questions

How do I reconcile the bank?
What is a bank rule?
Why do I need to update my bank feed connection?
Can I raise multiple invoices at once?
What is Xero Central?
Can I create my own sales invoice template on Xero?
My bank feed is not available for a direct feed, how do I import the transactions?
Can I email my sales invoices directly from Xero to my customer?

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