Xero for Loft Users

• In this series, we’ll share best practices for operating your brokerage using Xero and Loft 47 
• Since you’re new to both, we’ll help you understand and utilize the time-saving features of Xero
• We’ll help you to know what to do, and what not to do.
• We’ll walk you through real workflow to help you and your brokerage succeed.

Prerequisites 

If you’re attending these series, we assume:

• You are going live or currently are live with Loft47
• You’ve completed or are completing Loft47 webinar or eLearning sessions and/or individual training 
• You have an active Xero account or are about to create your Xero account.
• We also assume you are NOT an accounting professional, and that you may find accounting confusing, painful, boring, or all of the above and so we will teach workflow; not accounting. 

Session 1 Learning Objectives 

• Leverage the Power of the Xero Dashboard
• Perform “Quick Checks” to keep your books accurate and up to date
• Finish your Organizational Settings
• Invite Users into your Xero Account
• Format Invoices
• Update Xero Email Settings for your recurring Agent Desk Fee invoices
• Complete your Setup to Print Checks
• Understand your Chart of Accounts
• Add Banks into Xero
• Use Tracking Categories to view totals by Office or Agent
• Create default settings for Contacts and use Contact Groups
• Choose how to get pre-Xero data into Xero to have a more complete picture of your financials