Setup, Training & Review

If you choose to look after your own books, we can make it easy for you. Whether you are setting up a Xero file, or just thinking about becoming a Xero user, we can tailor training to meet your specific needs.

Xero file set-up

Setting up your accounts in Xero includes:

chart of accounts
bank feeds
sales invoice template as per your requirements
basic purchase order templates
your payroll obligations including employees and superannuation
entering opening balances in the file, if required

Xero Training

Tell us what you need and let us show the way to success. Training can be provided either onsite or remotely. It includes:

Adding/editing chart of accounts
entering sales/purchases
receipting sales income
recording expenses
payroll and related functions
uploading and saving source documents in Xero
reports – how they work and when to use them
petty cash

Training can be provided either onsite or remotely.

Xero file review

It is vital that your accounting software file matches your business needs and is set up correctly. A xero file review assesses:

your current file set-up, including chart of accounts and payroll
your general ledger
your bank accounts

We provide you with a bookkeeping review report and action plan.

Please contact us at 0401 409 573 or info@sumsubstance.com.au to find out more about our services.