Training your staff is an investment in your company and your staff’s future that can provide returns far greater than the initial investment, but when time (and money) are tight its an easy one to decide to leave for the future.

Whether it’s training your staff on new systems, up-skilling your current finance staff to use your systems more effectively, training your managers how to read and interpret a budget report and manage a budget or providing staff with an introduction to finance, the benefits to be gained by the business far outweigh the investment required.

As a Xero Partner and Certified Advisor Indigo Accounting can help you in define what training your staff need to fully realise the benefits of using Xero.

Whether you are implementing Xero for the first time, or already use Xero and want further training or a refresher course, we can tailor a course to meet your needs.

We can train your full finance department, if you have in-house finance staff, or just key staff if you have decided to  outsource your day-to-day accounting to us.

In addition, we can provide training on how to run reports in Xero (plus any add-on reporting app(s) you may have decided to use).

We can also provide training for staff using Xero Expenses and/or Xero Projects, or other apps that integrate with Xero (if you’ve decided to use third-party apps instead).

Expensify is a third party expenses app that integrates with Xero, and a number of other finance systems.

When built and used correctly Expensify has very good workflow that provides significant benefits to a business in the time spent entering, coding and approving expenses, whilst greatly improving expense policy enforcement compared to a paper based system.

Ensuring Expensify is properly set up, and you staff are properly trained in using the system is essential if you are to benefit from your investment.

Working with you, we can either review your current implementation or implement Expensify from scratch, to ensure it delivers to the expenses policy that you want it to.

We can then define the training your managers/approvers and staff require, to ensure your use of Expensify is as hassle free as possible.

WorkflowMax is a Project Management software system, now owned by Xero.

The system will allow you to control a project/job from quote, through issuing invoices, recording time spent on the project by staff to project reporting.

WorkflowMax is ideal for service based businesses who track how their staff spends their time.  Projects can be set up to bill based on time charged, if that is how your business operates.

Ensuring WorkflowMax is properly set up, and you staff are properly trained in using the system is essential if you are to benefit from your investment.

Working with you, we can either review your current implementation or implement WorkflowMax from scratch, to ensure it delivers to the maximum.

We can then define the training your managers and staff require, to ensure your use of WorkflowMax is as hassle free as possible.

As staff progress through their career their expanding range of responsibilities can often include managing a budget and controlling and approving expenses and purchases.

Ensuring your staff have the skills to undertake those tasks is essential if they are to take their responsibilities seriously, and if they are to be held accountable for their actions (or inaction).

Whether it’s training staff from scratch or a refresher course, finance based staff or managers through to new recruits, we can work with you to define the outcomes you want from training your staff, and build and deliver an appropriate course.

Interested in seeing how our services could benefit your business, or know someone who may be interested in our services?

Please get in touch and let’s workout how we can support you in building your business, and help you achieve your business goals.