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Xero for Beginners

(The Essentials of Xero)

Course Objective

This course will arm you with the tools to navigate through the Xero Dashboard.  This course is targeted at small to medium business owners as well as Bookkeepers and Accountants looking at transitioning to the Xero platform or adding Xero to a current suite of packages.  By the end of this course you will be able to navigate through the different modules of Xero and will be well on your way to discovering its vast capabilities to enhance your business.

 

Xero Processing

and Accounting

Course Objective

This course consists of practical hands on experience in each of the modules considered in the Xero Beginners Course.  Also included are processes such as the use of Receipt Bank, Bank Rules, Auto Suggestions and Recurring invoices and purchases.  Within this course, we will also cover Xero Inventory, Conversion Balances and Quoting on the run. This course is aimed at users who have completed the beginners course or who are currently in a processing role either using Xero for the first time or utilizing another accounting package.

Xero

Payroll

Course Objective

This course will introduce you to Xero payroll and give you hands on experience on the set up and function of the Payroll module.  We will go through things such as legal payslips, setting up employees and super funds, setting up SuperStream using Xero’s Click Super function and the creation of Payment Summaries.

Course Details

Maximum Participant Size:

Venue dependant

What’s Included:

Morning Tea, lunch and tea and coffee

12 month’s email support

20% off of your Xero products. T&Cs apply.

Course Cost:

$299.00

Time frame:

One day course 9 am to 5 pm

 

Course Details

Maximum Participant Size:

10

What’s Included:

Morning Tea, lunch and tea and coffee

12 month’s email support

20% off of your Xero products. T&Cs apply.

Course Cost:

$549.00

Time frame:

Two day course 9 am to 5 pm

 

Course Details

Maximum Participant Size:

10

What’s Included:

Morning Tea, lunch and tea and coffee

20% off of your Xero products. T&Cs apply.

Course Cost:

$399.00

Time frame:

One day course 9 am to 5 pm

 

Subjects covered:

Introduction to Xero

Setup

Users

General Ledger

Bank Accounts

Contacts

Invoicing

Purchasing

Reconciliations

Reports

Activity Statements

Subjects covered:

Conversion Balances

General Ledger and The Find and Re-code function

Bank Accounts including Bank Rules and Auto Suggestions

Contacts including Merging contacts

Invoicing including Repeating invoices and Quotations

Purchasing

Reconciliations including the use of the Xero Inbox

Reports and basic customisation

BAS Activity Statements including Reconciling your GST

Subjects covered:

Employee Setup

Payroll Settings

Time sheets

Payslip Obligations

Processing Pay runs

ABA Files

Entitlements

Reporting

Add on partners enhancing Xero Payroll including online Scheduling (Focus on Deputy Payroll)