Xero Practical Accounting Training
Online Live Training
Online live training is available for participants all over the world. The training is conducted via Zoom
Classroom Training
Our Xero classroom training is available weekly in London, Surrey & Berkshire.
Onsite Training
Onsite training is available at your premises, no matter where you are in the UK. We will come to you and provide training at your convenience.
1 to 1 Training
One to one training sessions are available with our Certified Xero Advisor and Accountant. You will be able to ask questions and get personalized help with using Xero.
Group Training
The Xero Group training is available for businesses both at their premises and online live via zoom.
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Xero Practical Accounting & Bookkeeping Training
Enhance your accounting and bookkeeping skills and boost your workplace confidence with Xero Experts’ Xero Practical Training Course. Our comprehensive program offers professional insights into how Xero Accounting Software is utilized in various industries and provides a valuable platform for Finance professions, students and job seekers to strengthen their Xero knowledge. Gain a comprehensive understanding of Xero Accounting Software through our hands-on and interactive training sessions, taught by experienced Xero experts and Qualified Accountant. Our program is designed to maximize participant learning, ensuring you leave with a solid grasp of the software.
The course covers key topics like setting up new company in Xero, migrating from different accounting software, invoicing, tracking expenses, reconciling accounts, and creating financial dashboards and reports for easy monitoring.
Who can benefit from this training?
- Business owners, entrepreneurs, and professionals seeking proficiency in Xero Accounting Software
- Those needing effective and efficient learning
- Existing Xero accounting software users looking for a better understanding
- Students seeking industry-recognised Xero qualifications
- Individuals looking to improve job prospects and specialise in Xero
What topics does the course cover?
- Creating a new organisation in Xero
- Updating organisation details in Xero
- Updating organisation financial settings in Xero
- Adding, editing, and removing users in Xero
- Understanding user roles in Xero
- Importing a bank statement in Xero
- Customising bank details on invoices in Xero
- Adding bank accounts, credit card accounts, and petty cash accounts in Xero
- Managing bank accounts and bank feeds in Xero
- Understanding the Chart of Accounts in Xero
- Adding, editing, deleting, archiving, and restoring accounts in Xero
- Setting up business branding on invoices in Xero
- Adding payment services to invoices in Xero
- Adding Xero support to organisation
- Accessing the Xero Demo Company
- Navigating the Xero dashboard
- Understanding the Xero menus, icons, and tabs
- Managing files in Xero
- Uploading files to the Inbox in Xero
- Understanding Xero notifications
- Email files to the Inbox in Xero
- Organising files with folders in Xero
- Adding tax rates in Xero
- Configuring email settings in Xero
- Creating and customising email templates in Xero
- Sending Xero Network invites (Xero to Xero)
- Exploring Xero add-ons
- Overview of Xero Contacts
- Setting up a new customer account
- Configuring customer credit limits
- Setting up customer discounts
- Setting up a new supplier account
- Adding employees to Xero Contacts
- Creating contact groups
- Connecting email to a contact
- Managing contacts: editing, archiving, and restoring in Xero Contacts
- Understanding Conversion Balances in Xero
- Understanding the Conversion Date in Xero
- Setting the Conversion Date in Xero
- Entering Conversion Balances in Xero
- Entering Comparative Balances in Xero
- Understanding Inventory in Xero
- Input Fields for Inventory in Xero
- Creating a Tracked Inventory item in Xero
- Creating an Untracked Inventory item in Xero
- Entering Opening Balances for tracked items in Xero
- Editing an Inventory item in Xero
- Exporting Inventory items in Xero
- Importing Inventory items in Xero
- Creating Sales Invoices in Xero
- Attaching files to Invoices in Xero
- Editing, copying, and voiding Invoices in Xero
- Emailing and printing Invoices in Xero
- Recording payments for Invoices in Xero
- Sending receipts in Xero
- Searching for Invoices in Xero
- Understanding Repeating Invoices in Xero
- Creating a Repeating Invoice in Xero
- Understanding Credit Notes in Xero
- Creating and allocating Credit Notes in Xero
- Understanding statements in Xero
- Sending statements in Xero
- Overview of Batch Deposits in Xero:
- Reconciling customer refunds in Xero
- Xero Invoice reminder overview
- Generating customer activity reports in Xero
- Generating Aged Debtors reports in Xero
- Understanding repeating bills
- Creating a repeating bill
- Emailing bills to Xero
- Recording bills from the draft
- Recording a payment
- Understanding Purchase Invoices
- Coding and recording Purchase Invoices
- Entering Purchase Credit Notes
- Allocation of Purchase Credit Notes
- Editing, copying, voiding and Importing Bills
- Preparing and Sending Remittance Advice to Suppliers
- Understanding and creating Batch Payments
- Supplier activity reports
- Aged Creditors analysis
- Overview of Quotes in Xero
- Creating a Quote in Xero
- Copying Quotes in Xero
- Accepting or declining a Quote in Xero
- Sending, printing, and deleting a Quote
- Input fields for Quotes
- Quote states and their meanings
- Introduction to Purchase Orders
- Purchase Order statuses
- Creating a Purchase Order
- Copying a Purchase Order
- Modifying and deleting Purchase Orders
- Printing and Emailing a Purchase Order
- Marking a Purchase Order as billed
- Understanding the Bank Reconciliation in Xero
- Navigating Reconciliation Screen
- Reconciling bank account
- Reconciling Part Payments, Minor Adjustments & Batch Payment
- Matching Sales and Purchase Invoices against bank transactions
- Overview of Discuss Tab
- Transferring funds between bank accounts
- Creating Spend and Receive Money Transactions
- Recording Bank Charges against Sales Invoices
- Archiving and restoring Bank Accounts
- Understanding the Bank Rules
- Creating and editing Bank Rules
- Recording Petty Cash Payments
- Publishing Petty Cash month-end Reconciliation reports
- Publishing month-end Reconciliation reports
- Understanding Expense Claims in Xero
- Utilising Expense Claim Input Fields
- Creating Expense Claims
- Editing and Viewing Expense Claims
- Submitting Expense Claims
- Approving Expense Claims
- Declining Expense Claims
- Paying Approved Expense Claims
- Searching for Previous Expense Claims
- Expense Claim States
- Understanding Fixed Assets
- Fixed Asset states
- Importing Fixed Assets
- Fixed Asset Input fields
- Fixed Asset Start date
- Creating a Fixed Asset
- Understanding Depreciation
- Running Depreciation
- Rolling Back Depreciation
- Selling And Disposing of Assets
- Selling a Fixed Asset
- Understanding VAT Returns
- VAT Return Preparation
- Reviewing VAT Returns by Tax Rates
- VAT Adjustments in MTD VAT Returns
- Submitting a VAT Return to HMRC online
- Cash Accounting scheme for VAT
- Flat Rate VAT scheme VAT Return
- Understanding Xero reports
- Generating Monthly Management Accounts
- Creating Monthly Balance Sheet reports
- Creating Monthly Profit and Loss reports
- Producing Trial Balance reports
- Understanding budgets in Xero
- Creating, importing, and exporting a budget
- Recording Prepayment and Overpayment transactions
- Recording Accrual transactions in Xero
- Posting Wages, Pension, and PAYE journals
- Using Find and Recode
- Contra-trading Debtors and Creditors in Xero
- Understanding Tax Codes
- Understanding National Insurance Contribution
- Understanding Student loan Deduction
- Understanding HMRC settings in Xero
- Employees Setup Checklist for Xero Payroll
- Employer Setup Checklist for Xero Payroll
- Preparing Xero for Payroll
- Organization setup in Xero Payroll
- Create new nominal account for Payroll
- Create department for employees
- Holidays, pay items and opening balances Setup
- Workplace pension setup
- Adding New Employee details in Xero Payroll
- Adding existing employee details in Xero Payroll
- Adding holidays and payment methods
- Adding Student loans deductions
- Adding Pensions details
- Pay templates and opening balances
- Understanding my Payroll and Xero Me
- Create, submit, or edit a timesheet
- Adding holidays and approve leave
- Setting up sick leave and maternity pay
- Process a leaver and issuing P45
- Submit and revert pay runs
- Auto enrolment assessment
- Email payslips to employees
- employees in and out of pension scheme
- Ad hoc pay runs
- RTI submissions
- Adjustments to pay and pensions
- Pension filling to pension provider
- Making payments
- Management reports by department
- Reconciling payroll accounts in Xero
- Year-end procedures
- Earlier year update
Benefits of Xero Practical Training by Xero Experts
- Comprehensive Course Content – Participants will receive comprehensive and up-to-date training on the features and functions of Xero Accounting Software
- Certified Xero Trainers – We are Xero Gold Champion Partner, and the Xero Practical Training is delivered by our experienced professionals who have an in-depth understanding of Xero
- Industry Recognized Certification – Upon completion of the course, participants will receive an industry-recognized certificate of completion to showcase their proficiency in Xero
- Personalized Training – The course is customizable and can be tailored to meet the needs of each individual or organization
- Flexible Delivery – The training can be delivered either in person or online, allowing the participants to learn in their preferred way
- Support – Participants will receive follow-up support after the course to ensure that they are up to speed with using Xero
- Cost-Effective – Xero Practical Training by Xero Experts is a cost-effective solution to gaining the skills and knowledge required to confidently use Xero
What can the participants expect at the end of the course?
- Acquire the skillset to use Xero Accounting Software proficiently for all financial needs including creating invoices, tracking expenses, reconciling accounts, generating reports and more.
- Understand how to set up a company file, customize the software to individual needs, as well as integrating with other software
- Gain knowledge of VAT requirements and payroll management in Xero
- Develop best practices for using Xero efficiently and accurately
Other Xero training courses
Xero Accounting Advanced Training
This course will cover advanced features such as creating bank rules, fixed asset register, accrual and prepayment.
Xero Training for Business owners
With this training, business owners will be able to take control of their finances and run their businesses more efficiently.
Xero Payroll Training
The training will help you stay up-to-date on the latest changes in payroll rules and regulations
Xero Basic Accounting Training
This course is ideal for those who are new to Xero and wish to learn the basics of accounting with Xero.