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Latest Update on the Xledger Knowledge Webinar Series

Latest Update on the Xledger Knowledge Webinar Series

December 20, 2017

Zheng Zeng - Xledger Cloud ERP Consultant



We will be running another series of webinars for our UK customers and partners this winter to help you get the most out of Xledger. These sessions are designed to help you improve your knowledge in areas that you may not have utilised the full potential of Xledger ERP.


Webinar 1 – Bank

This session will be run by (myself) consultant Zheng Zeng, providing you with tips and tricks for the use of bank module and payments, such as:

  • Use of payment instructions, automatic bank posting rules and payment method with lead time.
  • Set invoice to manual payment and BACS
  • Use of server jobs: Payment validation, automatic bank posting rules etc.

When: 11am till 12 noon GMT, Tuesday 19 December 2017


Webinar 2 – Month/year End Procedures

This session will be run by our consultant Fleur Creed, providing you with tips and tricks for the month and year end procedures, including:

  • Month-end housekeeping tips to keep your data tidy
  • Month-end reconciliations and knowing the pitfalls
  • Ensuring my data does not change following management reporting or VAT return
  • Be ready for the year end

When: 10am till 11am GMT, Wednesday 10 January 2018


Webinar 3 – VAT return

This session will be run by our consultant Zheng Zeng, providing you with tips and tricks for using Xledger to complete the VAT return, including:

  • Create a VAT return
  • Run a VAT transactions report for the corresponding period
  • Post a VAT return
  • Use GL reconciliation to match VAT transactions in GL accounts
  • Create a supplement return

When: 11am till 12 noon GMT, Tuesday 16 January 2018


Webinar 4 – Use of Dashboards

This session will be run by our consultant Peter Hucker, providing you with tips and tricks for utilising the dashboards, such as:

  • Understanding the dashboards
  • Customising the dashboards

When: 10am till 11am GMT, Wednesday 7 February 2018


Webinar 5 – Knowledge Sharing in Xledger

This session will be run by our consultant Jo Sutton, looking at different ways of sharing Xledger knowledge across the user community including:

  • Advanced use of the online help system
  • Using the message box
  • New releases
  • The Xledger Customer Community Linkedin Group

When: 2pm till 3pm GMT, Tuesday 6 March 2018


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