Running Your Xero Like a Pro: Bookkeeping, Reporting, and Cash Flow

Most Xero files look fine until BAS time, when the unreconciled transactions and miscoded bills catch up with you.

Duplicate bills, GST claimed on suppliers who aren’t registered, owner transfers coded as expenses and a bank feed weeks behind all distort your numbers and your BAS. And if your reports can’t be trusted, they can’t tell you whether you can afford the next tax bill. Matthew Damiani, Accountant at Lawpath, covers a bookkeeping routine that keeps Xero accurate, the coding mistakes to fix now, which reports to read, and how to use them to stay ahead on cash flow. Hands-on and Xero-specific throughout.

19th November, 2026, 12:00 PM AEDT

RSVP now

In this session, Matthew will cover:

  • A reconciliation routine: How often to reconcile, how to handle bank rules and draft bills, and how to stop duplicates before they hit your BAS
  • Coding that holds up: Choosing the right accounts and GST codes, including how to check whether a supplier is registered before you claim a credit
  • Owner and loan transactions: How to record money moving between you and the business, or between entities, so it doesn’t distort profit or deductions
  • Reports worth reading: What your profit and loss, balance sheet and aged receivables are telling you, and which ones to check each month
  • Cash flow and tax set-asides: Using Xero to see what’s coming, and how to put GST, PAYG and super aside so the BAS bill isn’t a surprise
 

Why Attend?

Clean books, reports you can trust, and fewer surprises at BAS time.

Stop fixing the same errors every quarter

A simple weekly and monthly routine means your accountant reviews your books instead of rebuilding them.

Turn your reports into decisions

Learn which numbers to watch each month, so you can spot a cash crunch before it lands.

Claim what you’re entitled to, and nothing more

Get your GST coding right so credits are claimed correctly and your BAS holds up if the ATO asks questions.

Ask Matthew your Xero questions live

Bring your file, your setup and the transactions you’re never sure how to code. Matthew will work through them in the session.

 

 

Limited seats available, register today!

 

 

 

Note for accountants and lawyers: this session isn't CPD accredited and doesn't count towards your annual points or units.

By clicking on 'Register now' you are agreeing to the Lawpath Terms & Conditions