What type of events and workshops do we offer?

We offer a wide range of events, some chargeable and some free. These are held at our centre in Bromley. They are an opportunity to develop your skills and knowledge, meet new people and to learn something new.

Our events include free workshops and seminars as well as a range of face to face training and development sessions covering a large number of topics. Our face to face training sessions cover topics such as Microsoft application skills (including Excel, Word, PowerPoint and Teams), successful meetings and our 'one day PA' course. Our workshops will develop your leadership, negotiation, team performance and customer service capabilities.

We also develop and deliver cost-effective, bespoke training sessions and days for clients. If you'd like to discuss your particular requirements please get in touch or arrange to visit us at our centre. We'd be delighted to meet you and discuss how we can support you.

You can book a place at one of our events using our booking site or contact us to book our centre for one of your events in our large, centrally located venue in Bromley.

Click below to discuss your requirements and to arrange a tour of our centre for your event.

We look forward to welcoming you on the day.

An Introduction to Xero - 0930 Wednesday 15 July 2026

Xero is one of the most popular accounting software applications for small to medium sized businesses. This workshop, delivered by a Xero specialist, will provide you with the knowledge and skills to use the application confidently and effectively.

Morning session - Xero fundamentals

New users or those with limited experience of Xero

Agenda:

Welcome & Introduction

  • Introductions

  • Workshop objectives

  • Understanding how Xero fits into the accounting process

  • Overview of Xero ecosystem

Navigating Xero

  • Logging in and security

  • Dashboard overview

  • Understanding menus and navigation

  • User roles and permissions

  • Personal settings and notifications

Sales & Invoicing

  • Creating invoices

  • Customising invoice templates

  • Sending invoices by email

  • Recording payments

  • Managing outstanding invoices

  • Credit notes overview

Break

Purchases & Bills

  • Entering supplier bills

  • Attaching source documents

  • Approving and paying bills

  • Managing supplier contacts

  • Understanding due dates and cash flow implications

Bank Reconciliation Essentials

  • Connecting bank feeds

  • Understanding the reconciliation screen

  • Matching transactions

  • Creating spend and receive money transactions

  • Bank rule’s introduction

Reporting Basics

  • Profit & Loss report

  • Balance Sheet

  • Aged Receivables and Payables

  • Exporting reports

  • Morning Q&A

Morning or afternoon session £95.00

Full day workshop £159.00 - lunch not included

Book before 01 July using the code 15Xero to get a 15% discount for the full day workshop!

Full day participants will have access to a follow up 30 minute webinar

If you have any questions or need more information you can call us on 020 3307 6000 or send us a message.

Afternoon session - Xero Beyond the Basics:

Users comfortable with the morning content and wanting to improve efficiency and reporting.

Agenda:

Recap & Questions

  • Key learning points from the morning

  • Common issues and challenges

Streamlining Processes

  • Advanced bank rules

  • Repeating invoices and bills

  • Contacts management

  • File attachments and document storage

  • Search functions and shortcuts

Cash Flow & Credit Control

  • Monitoring debtor balances

  • Customer statements

  • Invoice reminders

  • Managing supplier payments

  • Cash flow considerations

Break

Reporting & Business Insights

  • Customising reports

  • Tracking categories

  • Budget Manager overview

  • Comparing actuals to budget

  • Management reporting packs

  • Using reports for decision-making

Xero Add-ons & Integrations

  • Overview of the Xero App Store

  • Receipt capture tools (Hubdoc, Dext, Apron)

  • Payment integrations

  • Common business workflows

Wrap-Up & Next Steps

  • Key takeaways

  • Useful Xero resources

  • Training and support options

  • Final Q&A#b0ceeb

By the end of the morning sessions, attendees will be able to:

  • Navigate Xero confidently

  • Create and manage invoices

  • Enter supplier bills

  • Reconcile bank transactions

  • Run key financial reports

By the end of the afternoon sessions, attendees will be able to:

  • Automate routine bookkeeping tasks

  • Improve credit control processes

  • Produce meaningful management reports

  • Use tracking and budgeting tools

  • Identify opportunities to improve efficiency using Xero apps

Learning Outcomes

To book please visit our booking site:

https://pitman-training-bromley1.appointedd.com/

Our office and training centre

Hours

Monday - Wednesday 0930 - 1700
Thursday 0930 - 1800
Friday 0930 - 1600
Saturday - by appointment
Sunday - Closed

The centre is closed during public holidays and between Christmas and the New Year.

3rd Floor Chelsea House
26 Market Square
Bromley BR1 1NA

Contacts
+44 20 3307 6000

enquiries @l3t.co.uk

We love to meet our customers in person so feel free to visit us during normal working hours

Contacts

enquiries@l3t.co.uk

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+44 20 3307 6000