School Accounts

Free Workshops

For the accounting staff, School Executive Officers, or those involved in BoT reporting:

School Accounts Ltd are holding free workshops from June to August to demonstrate and train Xero capabilities for school finance reporting.
Your School:
We can tailor these to your school’s requirements depending on where you are at on the Xero spectrum. If you have 3 or more staff who would benefit from any level of input (basic data entry through to report building) we will come to you for free for up to an hour and a half.
Your Community:
Community of Learning: Invite your COL colleagues to gather together for a free Xero demonstration of school accounting and reporting efficiencies. We will work with you as the venue holder to secure a time and date and send the invitations.
Attend our Session:
Contact us for dates of our upcoming Xero tips and tricks for those already in Xero, or the next Xero demonstration for those considering a change.

Take a look at our Workshop rates you would be normally paying to see what great value this is!

As a silver champion Xero Partner we have the tools to bring your Kiwi-Park model based reports into Xero, including department reports and any other specialist reports your school requires to see. Contact us for more details on 021 116 4747.

School Accounts

Finance Reports in Xero?

Yes you can!

Now is a great time to consider the formatting and presentation of Board finance reports. Can they be simpler, smarter, suitable?
Are you still producing or receiving pages of BoT finance reports based on excel or clunky software applications?

One thing we can tell you for sure – they are taking longer to prepare than they should!

You may have been told that Xero can’t produce good reports for school finances, but that is a myth we love to bust.

If you are already using Xero but still export reports to another platform, we encourage you to trial building these in Xero so that you can publish them in one smooth experience.

And if you are not using Xero as your primary accounting software, now is the best time to trial it so that you can experience the increased efficiency in daily and weekly processing for yourself.

See our next article for some options here.