Accounts Administration
Xero for Beginners
Embark on your financial journey with our Beginner Xero Course!
Designed for novices, this course demystifies day-to-day Xero use, ensuring you grasp the essentials for seamless financial management.
Delve into process flows, gaining a comprehensive understanding of the 'why' and 'how' behind the functionality.
From navigating the interface to basic transactions, our Xero course equips you with foundational skills.
By the course's end, you'll hold a beginner's proficiency in Xero basics, empowering you to navigate financial tasks confidently.
Key subject areas:
Xero Navigation & Dashboards.
Contacts - Create & edit/Customers & Suppliers
Products & Services - Create & edit
Purchase Orders creation
Bills creation
Purchase orders converting to bills
Quote creation
Invoice creation
Quotes converting to invoices
Accounts Payable & Receivable
Spend Money, Receive money & Expenses.
Who should attend? | Anyone looking to gain new skills, refresh their knowledge or anyone looking to move into an account’s admin role. |
Prerequisites | A positive attitude & a willingness to learn. |
Materials supplied | Training Manual and completion certificate. |
Intermediate Xero
Dive into the next level of financial mastery with our Intermediate Xero Course!
This comprehensive program is tailored for those with a basic understanding, it covers the beginner material to act like a refresher and aims to deepen proficiency in Xero.
Explore advanced day-to-day functionalities, refine your understanding of process flows, and gain insights into nuanced features that elevate your financial management game.
From reconciliations to financial reporting, this course equips you with the tools to navigate Xero confidently.
By the course's completion, you'll possess an intermediate knowledge of Xero including payroll.
Key subject areas:
Merging & Archiving contacts
Archiving products & services
Bank Reconciliations incl. all variations that could occur
Creating bank rules
Sending customer statements
Batch payments
Reporting - Balance Sheet, Profit & Loss, Accounts Payable, Accounts Receivable
GST returns - filing & audit report
Organisational Settings
Custom Invoice templates
Xero Marketplace
Payroll - Creating a new employee
Payroll - Running a pay
Payroll - Export bank files for payment & PAYE
Payroll - sending payslips
Who should attend? | Anyone looking to gain new skills or refresh their knowledge or anyone looking to move into an account’s admin role. |
Prerequisites | Basic understanding of Xero, a positive attitude & a willingness to learn. |
Materials supplied | Training Manual and completion certificate. |