Xero


  • Essentials & Beyond
  • Payroll
  • Advanced

Xero – Essentials & Beyond

Delivery & Duration

  • Face-to-face: 1 day, OR
  • Live online: 3 x 1-hour sessions

General Outline

Xero is designed to help you manage your business accounts and ‘paperwork’ with very little fuss. It is a ‘cloud’ application, which means you use it and access your data file through the Internet. In our course you will learn how easy it is to use Xero to reconcile your bank statement with automatic, live feeds from your bank. Xero will even recognise those transactions on your bank feed and enter the payment or deposit, and reconcile it at the same time.

As well as saving lots of time reconciling, you’ll learn how to create sales invoices, receive online payments automatically, design your invoices, enter bills and more.
Master tricky GST transactions as well as private/business transactions with percentage breakdowns for proper tax reporting. Basic reports and how it all works ‘in the cloud’ with security and backing up (which you don’t need worry about) are covered as well.

Also, bring along your specific questions/queries about how Xero will work for your business or place of work.

Detailed Content

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

  • Navigate Xero’s screen (Dashboard, Accounts, Contacts, etc).
  • Set up and check basic settings:
    • Bank and credit card accounts
    • Watch-list accounts
    • Chart of accounts
    • Bank feeds
  • Create sales invoices and enter sales payments.
  • Enter supplier bills and payments.
  • Enter notes, comments, scanned receipts to transactions.
  • Manage and track GST.
  • Use shortcuts and repeating transaction features.
  • Manage prepayments, overpayments and underpayments.
  • Enter transactions and reconcile your bank accounts with live feeds and auto-transactions.
  • Create bank rules to save time.
  • Print/download reports (P/L, Balance Sheet, etc).
  • State mobile apps and other ‘add-ons’ for using and extending Xero for your business.

Flexible Options

Courses are delivered in our training rooms, or can be conducted in your training room onsite, or as live, online sessions. And content/outcomes can be customised/tailor-made to your requirements.

See Benefits to the right for a list of services provided to all participants (depending on the course).

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.

Prerequisites

No experience in using Xero is required nor assumed. Participants are expected to have a sound knowledge of and experience with a Windows PC and browsing the Internet.

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Benefits

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Xero Overview

Xero – Payroll

Delivery & Duration

  • Face-to-face: 1 day, OR
  • Live online: 3 x 1-hour sessions

General Outline

The payroll module in Xero is a powerful yet easy-to-learn part of this popular accounting application. A business with anywhere from one to about fifty employees will benefit from the ease with which payroll can be set up and managed.

In our comprehensive course, you‟ll learn how to set up wages categories, how to ensure that superannuation is calculated correctly, and how to set up entitlements such as holiday leave correctly for your employees.

You’ll learn how to apply tricky entitlements and employer expenses, such as wage and salary advancements, bonuses and many others.

The relatively small class sizes allow you to ask your trainer questions that are specific to the setting up of your business and its day-to-day management of payroll.

Detailed Content

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

  • Set up general payroll information
  • Set up payroll categories: wages, salaries, superannuation, taxes, deductions, expenses and entitlements
  • Set up unusual payroll categories (allowances, tax exempt and superexempt categories)
  • Set up employee information
  • Update payroll history for employees
  • Use timesheets and enter paycheques
  • Design payslips to comply with ATO regulations
  • Produce payroll reports and report PAYG
  • Pay PAYG withholding tax and superannuation
  • Produce and print PAYG Summaries
  • Adapt Xero Payroll for your business

Flexible Options

Courses are delivered in our training rooms, or can be conducted in your training room onsite, or as live, online sessions. And content/outcomes can be customised/tailor-made to your requirements.

See Benefits to the right for a list of services provided to all participants (depending on the course).

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.

Prerequisites

Experience in using Xero or CLASS Training Xero Essentials and Beyond training is recommended.

Xero – Advanced

Delivery & Duration

  • Face-to-face: 1 day, OR
  • Live online: 3 x 1-hour sessions

General Outline

Xero is a powerful accounting tool for managing the finances of your business. In the Advanced course, you will revise the shortcuts in using Xero, such as entering transactions, checking set up, and so on, and then move onto some of the more advanced features.

You are able to bring along any specific problem areas relevant to your situation to this course. The relatively small class sizes allow you to ask your trainer questions that are specific to the setting up of your business and its day-to-day management of your business finances.

Detailed Content

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

  • Check your Xero setup, accounts, GST, etc
  • Revise / revisit bank rules and automatic bank reconciliation
  • Enter tricky transactions – GST/GST-free, business/private
  • Use split bank rules to automate split transactions
  • Credit card purchases and payments
  • Bank loans and repayments
  • Simple job tracking, departmental accounting
  • Fix errors in transactions – unreconcile, remove and redo, find and recode
  • Manually reconcile transactions
  • Set up users and restrict access to functions
  • Lock periods to prevent changes / new transactions
  • Manage fixed assets and depreciation
  • Work with journal entries
  • Manage and report on budgets
  • Export/import data
  • Customise design templates for emails and forms.
  • Customise and publish financial reports.
  • Set up and complete the BAS correctly.

Flexible Options

Courses are delivered in our training rooms, or can be conducted in your training room onsite, or as live, online sessions. And content/outcomes can be customised/tailor-made to your requirements.

See Benefits to the right for a list of services provided to all participants (depending on the course).

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.

Prerequisites

Experience in using Xero or CLASS Training Xero Essentials and Beyond training is recommended.

Call (02) 6041 2711