Course Code: learnxero
Duration: 14 hours
Prerequisites:
  • A basic understanding of computers

Audience

  • Accountants
  • Bookkeepers
Overview:

Xero is a cloud-based accounting software. Using Xero, users can manage assets, liabilities, and equity for small or medium-sized companies.

This instructor-led, live training (online or onsite) is aimed at accountants and bookkeepers who wish to use Xero for bookkeeping.

By the end of this training, participants will be able to:

  • Get a real-time view of cashflow.
  • Link bank accounts to Xero for bank reconciliation.
  • Prepare and check VAT (Value Added Tax) returns in Xero.
  • Create reports for sharing amongst team members.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.
Course Outline:

Introduction

Xero Overview

  • What is Xero?
  • Xero features

Xero Quick Start

  • Configuring settings
  • Adding users

Sales

  • Working with sales invoices

Purchases and Purchase Orders

  • Working with purchase invoices
  • Creating and converting a purchase order

Quotes and Reports

  • Preparing, sending, and converting a quote
  • Working with reports

Banks

  • Linking bank accounts
  • Importing statements

Advanced Xero

  • Preparing and checking a VAT return
  • Working with fixed assets
  • Creating a payroll

Summary and Conclusion

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