Xero Courses

Xero is a powerful, yet easy-to-use cloud-based accounting system. And our courses and support will make it all easy for you and will minimise the fuss. You’ll learn some great shortcuts as well as best-practice suggestions for managing your accounts and finances better. Also, bring along your specific questions/queries about how Xero will work for your business or workplace.

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.

Xero

August 14th, 2018

  • Essentials & Beyond
  • Payroll
  • Advanced
  • End of Financial Year
  • Xero Advanced (Live Online)

Xero – Essentials & Beyond


Detailed Content

This is a 1-day hands-on, face-to-face session and participants will learn how to:

  • Get used to and navigate Xero’s screen
    (Dashboard, Accounts, Contacts, etc).
  • Set up, check and create important settings:
    – Bank & credit card accounts.
    – Chart of accounts.
    – Items.
    – Bank feeds.
    – Cash drawer / petty cash accounts.
  • Create customer invoices and enter sales payments.
  • Enter supplier bills and payments.
  • Use electronic record-keeping to file away bills etc.
  • Use time-saving shortcuts to quickly enter transactions.
  • Void transactions and create credit notes and refunds.
  • Use shortcuts and repeating transaction features.
  • Reconcile bank accounts with live feeds and automatic transactions.
  • Use time-saving ‘cash-coding’ to quickly reconcile accounts.
  • Create simple and complex bank rules to save time.
  • Print/download reports (P&L, Balance Sheet, BAS, etc).
  • State mobile apps and other ‘add-ons’ for using and extending Xero for your business.
  • State ‘where to go’ to enter transactions specific for your business or workplace.

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.

Upcoming Dates

  • Aug
    27

    2018

    1 day, Mon 9:30 AM - Mon 5:00 PM

    ALBURY

    • $339.00 incl. GST
  • Oct
    23

    2018

    1 day, Tue 9:30 AM - Tue 5:00 PM

    WAGGA

    • $339.00 incl. GST

More Dates
Download Course Guide

Benefits

excel

Xero Overview

Xero – Payroll

Detailed Content

This is a 1-day hands-on, face-to-face session and participants will learn how to:

  • Set up general payroll information.
  • Set up payroll categories: earnings, superannuation, taxes, deductions, expenses and entitlements.
  • Set up ‘unusual’ payroll categories (allowances, tax exempt and super-exempt categories).
  • Set up employees and payroll defaults to save time.
  • Update payroll history for employees.
  • Use timesheets and add to payslips.
  • Make adjustments correctly to fix entitlements.
  • Produce payroll reports and report PAYG and super.
  • Set up and be ready for STP (Single Touch Payroll).
  • 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.

Upcoming Dates

  • Sep
    11

    2018

    1 day, Tue 9:30 AM - Tue 5:00 PM

    ALBURY

    • $349.00 incl. GST
  • Oct
    30

    2018

    1 day, Tue 9:30 AM - Tue 5:00 PM

    WAGGA

    • $349.00 incl. GST

More Dates
Download Course Guide
Benefits

Xero – Advanced

Detailed Content

This is a 1-day hands-on, face-to-face session and participants will learn how to:

  • Check your Xero setup (accounts, items, cash-drawer, etc.)
  • Enter tricky transactions:
    – Customer prepayments and pre-sale deposits.
    – Combined business and private transactions.
  • Set up simple job tracking, departmental accounting.
  • Set up work-arounds for undeposited payments (cheques, EFTPOS, clearing, etc)
  • Find and fix errors in reconciled transactions:
    – unreconcile transactions.
    – recode to correct accounts quickly.
    – manually reconcile transactions.
  • Reconcile different types of transactions:
    – overpayments
    – underpayments
    – invoices paid twice
    – many more.
  • Use bank rules for:
    – split transactions.
    – 3rd-party clearing transactions.
  • Work with documents, files and electronic record-keeping.
  • Complete check-list for EOFY or end of BAS period.
  • Set up and complete the BAS correctly, enter BAS payment or refund correctly.
  • Manage security:
    – Set up users and restrict access to functions.
    – Lock periods to prevent changes / new transactions.
  • Customise design templates for emails and forms.
  • Customise and publish financial reports.
  • Other Xero functions:
    – Clean up old accounts and contacts.
    – Manage fixed assets & depreciation.
    – Work with journal entries.
    – Manage and report your budgets.
    – Export/import data.
    – Much more…
  • Solve your problems.

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.

Upcoming Dates

  • Sep
    19

    2018

    1 day, Wed 9:30 AM - Wed 5:00 PM

    ALBURY

    • $349.00 incl. GST

More Dates
Download Course Guide
Benefits

Xero – End of Financial Year


Detailed Content

This is a half-day hands-on, face-to-face session and participants will learn how to:

  • Check your Xero setup, accounts, GST, etc.
  • Run reconciliation reports (GST, bank, Trial Balance, etc).
  • Run Aged Receivables Summary and Aged Payables Summary reports.
  • Write off bad debts correctly.
  • Report the BAS.
  • Make other adjustments to balances correctly.
  • Reconcile payroll data with the general ledger to ensure balances match.
  • Prepare, review and finalise individual payment summaries.
  • Make adjustments to transactions and accounts correctly.
  • Lock accounting periods to prevent changes.
  • Set up users and restrict access to some functions.

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

CLASS Training Xero Essentials & Beyond course, or proven experience with Xero.

Upcoming Dates

    No courses scheduled. Please inquire via phone (02) 6041 2711 or use our Contact Us page

More Dates
Benefits

Xero Advanced (Live Online)


Detailed Content

This is a 3-hour live, online session and participants will learn how to:

  • review the main bits (set up cash drawer, items, etc).
  • create transaction templates to save time.
  • use clearing accounts for EFTPOS payments, etc.
  • enable and use manual reconciliation features.
  • reconcile overpayments, underpayments, double payments, etc.
  • enter transactions from uploaded documents automatically.
  • fix up lots of mistakes with Remove and Redo, Find and Recode.
  • use advanced bank rules; eg, 3rd-party clearing statements, etc
  • report the BAS and recording BAS payments/refunds.
  • consider and enter accounting issues.

What You Receive During Online Session

  • PDF workbook of step-by-step instructions.
  • Interactivity – you can ask and answer questions.
  • Recording of the session for on-demand reviewing later.
  • Support for your questions after the session.
  • Copies of all example files for your own work.

What You Require For Online Session

  • Your PC/laptop, with internet, sound enabled and speakers.
  • A headset with microphone is recommended.
  • Double-screen or wide-screen if you wish to follow the trainer, otherwise you just view.

Bookings for this session can be made online via the ‘Book Now’ links top-right (scroll up). To inquire about a closed corporate program, use our inquiry form here or phone us on (02) 6041 2711.


Prerequisites

CLASS Training Xero Essentials & Beyond course, or proven experience with Xero.

Upcoming Dates

  • Online
    Sep
    20

    2018

    3 hours, Thu 8:30 AM AEST - Thu 11:30 AM AEST

    Online

    • $149.00 incl. GST

More Dates

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