October 25th, 2022
- Essentials (face-to-face)
- Payroll (face-to-face)
- Advanced (face-to-face)
- Essentials (Online)
- Payroll (Online)
- Adv (Online)
- EOFY (Online)
Xero – Essentials & Beyond (face-to-face)
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:
– Customer and supplier payment terms.
– Chart of accounts.
– Items to sell.
– 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.
- Quickly fix errors in incorrectly-coded transactions.
- 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.
Xero – Payroll (face-to-face)
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
No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.
Xero – Advanced (face-to-face)
Detailed Content
This is a 1-day hands-on, face-to-face session and participants will learn how to:
- Set up important Xero areas: cash drawer account, stock and service items to sell, etc.
- Set up simple job tracking, departmental accounting.
- Create transaction ‘templates’ for common sales invoices and supplier bills.
- Create and manage refunds correctly.
- Create and use undeposited payments accounts to track and reconcile EFTPOS/cheque payments better.
- Manually reconcile bank transactions and when and why to do that.
- Reconcile tricky transactions:
– prepayments, overpayments, underpayments, etc.
– invoices paid twice.
– payments made with fees deducted, etc. - Adjust, correct and reverse wrong transactions.
- ‘Clean out’ duplicate accounts and contacts.
- Work with documents, files and advanced 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.
- Customise, publish and output financial reports.
- Export reports to MS Excel for more analysis, charting, etc.
- 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
No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.
Xero – Essentials & Beyond (Live Online)
Detailed Content
This is a 3-hour live, online 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.
- Work out the best options for entering customer payments – ‘Find and Match’, etc
- Enter supplier bills and payments with time-saving ‘batch’ processes.
- 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.
- Reconcile bank accounts with live feeds and automatic transactions.
- Use time-saving ‘cash-coding’ to quickly reconcile accounts.
- Quickly fix errors and incorrectly-coded transactions.
- Create simple and complex bank rules to save time.
- Print/download reports (P&L, Balance Sheet, BAS, etc).
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 watch.
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
-
OnlineMay222024
Xero – Payroll (Live Online)
Detailed Content
This is a 3-hour live, online 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.
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 watch.
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
No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.
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
- manage customer and supplier credits correctly, create refunds, credit notes, adjustments, etc.
- report the BAS and record BAS payments/refunds.
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 watch.
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
No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.
Xero – End of Financial Year (Live Online)
Detailed Content
This is a 2-hour live, online 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 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.
- State the steps/checklist for processing EOFY in your Xero file.
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 watch.
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
No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.
Recent Reviews – Xero Courses
Easy! (Xero Essentials & Beyond)
I’ll be 100% more productive after today, and I’ve bettered my skills for future employment.
Very Enjoyable ! (Xero Essentials & Beyond)
The trainer was clear and Mark is a very enjoyable trainer! This exposure to Xero will place me in good stead for applying for jobs in a wide range of workplaces.
This was excellent ! (Xero Essentials & Beyond)
Great teacher! This training was so easy to follow and I’m sure I’ll be 100% more productive – for sure! It gave me confidence through attaining new skills for prospective jobs.
Great Teacher! (Xero Essentials & Beyond)
How easy was this style of learning. The teacher was very informative and took the time to explain and give real live examples. This will give me an advantage in getting a job in administration and saving a future employer time in training me.
Terrific! (Xero - Essentials & Beyond, Live Online)
I’m totally new to Xero. So this was a perfect introduction. Thank you.
