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.
Requirements
- A basic understanding of computers
Audience
- Accountants
- Bookkeepers
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