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Using Xero in a Training Environment

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Xero For Dummies is a comprehensive resource for any Xero training environment. At the time of writing, no Xero training platform is available, so if you want to organise a training session you need to establish your own live Xero training file — which is easy to do.

I recommend taking the following steps as you prepare for a workshop-style training session:

1 Set up a single Xero file.See Chapter 2 for more on setting up a Xero file. This file can also be re-used for different training groups — though you may prefer to start with a fresh file each time.

2 Before you start the session, invite students in as Users to the file.Make sure students have time to accept their access to the Xero organisation. Let them know that if they already have access to another Xero file, they should use that same email address and password. Also, remind students to bring their email address and password to the training session. Remind users that they’re entering information into a shared training file, so they shouldn’t enter private information.

You can access sample data and lesson plans at www.heathersmithsmallbusiness.com/XeroTM; the password to access these files is ‘Charlie’.

Xero For Dummies

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