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XERO Training

 

Xero Accounting Training & Payroll training course is designed to provide skills and knowledge which will allow participants to effectively use this popular software package. It is ideal for accountants, bookkeepers and business owners who are interested in migrating to the cloud accounting software of the future.

 

  • Introduction Training Class
  • Intermediate Training Class
  • Advanced Training Classs

 

Introduction Training Class-


Basic bookkeeping skills will be reviewed in class. During class participants will use New Company Set-Up to create a new company. All company default information will be reviewed. Data file entry and modification including chart of accounts, customers, vendors, inventory and employees will be reviewed. No product knowledge required.


  • Understand the Xero dashboard and settings
  • Browser techniques to best use cloud software

  • Prepare bank feeds and bank statement import
  • Use auto coding and bank rules
  • Conduct a bank reconciliation

  • Paperless and data entry free solutions
  • Customise Xero invoices and Xero Template Emails
  • Create Quotes in Xero
  • Create Items to manage inventory and services.

  • set up the employee
  • set up payroll items
  • manage the pay run
  • process annual leave and personal leave
  • understand the employee portal (this is fantastic!)
  • process terminations
  • validate end-of-year payroll information and print payment summaries (group certificates)

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