Xero Courses

Xero™ is a powerful, yet easy-to-use cloud-based accounting system, and our short face-to-face and live online training courses will make it all easy for you. Not only will you learn lots of great time-saving shortcuts, but we’ll cover important best-practice suggestions for managing YOUR accounts and finances better with Xero. Also, you can bring along your specific questions/queries about how Xero will work for your business or workplace.

All our courses are hands-on with real-world and practical exercises. 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 for general bookkeeping, payroll, trouble-shooting issues, and many others.

Check out what you’ll learn in our face-to-face and live, online classes below:

Xero

November 5th, 2024

  • 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.
    – and more.
  • 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.

Upcoming Dates


  • ALBURY
    Dec
    05

    2024

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

    ALBURY

    • $389.00 incl. GST

More Dates
Download Course Guide

Benefits

excel

Xero Overview

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.

More Dates
Download Course Guide

Benefits

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.

More Dates
Download Course Guide

Benefits

Xero – Essentials & Beyond (Live Online)


Detailed Content

This is now a 1-day 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


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

More Dates

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.

More Dates

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.

More Dates

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.

More Dates

Recent Reviews – Xero Courses

Very Informative - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Very informative course to help with all levels of knowledge. Xero is a great program to use.

Jade - Job-seeker

Very helpful training course - Xero Essentials & Beyond

Rated 5.0 out of 5
October 24, 2024

Enjoyed the training and the manual is value for use in the future. I will transfer over from MYOB to Xero with the advise of my accountant and feel now that I will manage the transition.

Carmel - Farm owner

Great - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Great overview of Xero and its features.

Kerryn - Winery specialist

Great - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Great course. I enjoyed and I feel I will take alot away from it. Mark was great and explained things well.

Debbie - Admin / Bookkeeper

Excellent - Xero Essentials & Beyond

Rated 5.0 out of 5
October 24, 2024

An enjoyable and insightful training day. Being new to Xero the course has been very informative and leaving me confident to use the system, especially with the take home manual to refer to.

Nicole - Business Owner

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