As one of the oldest Xero training providers, we are pleased to offer the only online training course with real-life practice on the Xero software!
Our course is built to suit both an experienced bookkeeper or accountant with no knowledge in Xero as well as a total beginner (eg. Office Manager or Business Owner) who would like to become an expert in this field.
Training materials start by covering the different features of Xero, which then the learner can practice with real-life examples on the actual Xero software. Over 200 invoices and bills, and close to 1000 bank transactions with gradually increasing difficulty.
Several test questions help you through the progress and give you reassurance and self-confidence that the goal of the learning materials has been met.
If at the end of the course, you would like some additional help, you will also have the option to book our Xero 1:1 coaching sessions.
Please see some screenshots and examples of what you will learn during the course below.
What will you learn during the course?
Creating Sales Invoices
We will show you how to create sales invoices in Xero. How to use the reference field, create items (especially if you are selling goods) as well as highlight different tax settings to pay attention to.
Uploading Purchase Bills
Learn the difference between purchase bills, receipts and expenses. Learn how to upload bills, attach them or even assign them as a cost to one of your customers.
Don't worry if you are buying in multiple currencies, you will also learn how to handle those!
Adding Expense Claims
Upload expense claims directly or from your mobile app and enable Xero's Receipt Analysis feature to pre-populate the fields for you.
Submit it for approval or approve it if you have the permission.
Learn to add bank accounts, import your bank statements and learn all the ins and outs of doing the bank reconciliation.
Reconciling your sales and purchases, transactions without bills or even transfers to your savings account or multi-currency saving accounts.
Foreign Currency Transfers
This is what most new starters with Xero get wrong and end up spending ages trying to find mistakes down the line.
We will teach you a few easy steps to follow, so you will never get it wrong again.
Learn the best and most efficient way to deal with cash withdrawals as well as to keep a track of its balance.
Director's Loan Account
Lending money to the company as a director's loan and withdrawing it is tax free. Therefore it is important to reconcile it correctly - otherwise you might end up paying taxes, you should not have.
We will show you how to do it!
Uploading salaries to Xero and reconciling them correctly is very important. Do either one of them wrong and your company could show lower profits or money owed to the tax man when in reality it doesn't. We will not only show you the steps, but the potential mistakes to avoid too.
Reporting: Balance Sheet
Learn how to view month-end reports such as the Balance Sheet.
Reporting: Profit & Loss
Learn how to create a Profit & Loss report and the different settings available.
Show the results as monthly, quarterly or yearly and compare them with previous periods.