Xero Training

Besides purchasing the solution, training is essential in ensuring that you utilize the myriad of features that Xero offers. Whether you are new to accounting software or had prior experience, we strongly encourage all our customers to take up training to get a firm grasp of the software and prevent future hiccups.

Since our early days of selling MYOB accounting software to the recent years of offering Xero, our team of experienced trainers has been providing clients with the current best practices in the industry.

Our training is designed for 2 sessions. In session 1, you will be familiarizing yourself with the basics of Xero and how Xero performs day-to-day tasks. In session 2, our trainers will engage you in a private session for advanced functions as well as a focused walkthrough on how Xero can be used in your organization specifically.

Training Dates Available

April 7 – FULL

April 13 – FULL

April 20 – Available

April 27 – Available

May 2 – FULL

May 9 – Available

May 16 – FULL

May 26 – Available

Xero Training

Training Dates Available

April 7 – FULL

April 13 – FULL

April 20 – Available

April 27 – Available

May 2 – FULL

May 9 – Available

May 16 – FULL

May 26 – Available

Session 1 – Classroom Training

Introduction to Xero

Getting Started in Xero

Quick Xero Guide

Xero Dashboard and shortcut tools

Getting Started with Xero

Getting started to Xero Settings
User Access and roles
Chart of Accounts

Setting up Bank Account

How to Add Bank Account in Xero
Activating Bank Feeds from your bank into Xero
Import bank statement transactions

Multiple Currency Transactions

Set up and add Multi Currency to your company
Handling Multi-Currency Suppliers and Customers

Use of Tracking Categories

Set up tracking categories

Contact Management

Getting familiar with Contacts
Set up Contacts
Editing Contacts in Xero

Inventory Management

Creating Non Stock Inventory Items/Services in Xero
Creating Tracked inventory Items in Xero
Importing Inventory Items in Xero
Setting up Inventory Opening Balances

Processing Day to Day Transactions

Handling Sales Transactions

Recording Sales Quotes and converting into a new Sales Quote, Invoice, Purchase Order and Bill
Recording Customer payments for invoices
Recording customer credit note
Recording Customer Prepayments
Recording Customer Overpayments
Recording Recurring Transactions or Repeating Sales Transactions

Sending Customer Invoices and Statements

Generating PDF invoice and Statement
Sending Invoices to customers

Managing Purchase Transactions

Recording Purchase Orders and convert to another purchase or sales transaction
Copy Bill to a sales or purchase document
Recording Purchases Credit Note
Recording Recurring or Repeating Purchases Transactions
Recording payments to suppliers

Introduction to Xero

Getting Started in Xero

Quick Xero Guide

Xero Dashboard and shortcut tools

Getting Started with Xero

Getting started to Xero Settings
User Access and roles
Chart of Accounts

Setting up Bank Account

How to Add Bank Account in Xero
Activating Bank Feeds from your bank into Xero
Import bank statement transactions

Multiple Currency Transactions

Set up and add Multi Currency to your company
Handling Multi-Currency Suppliers and Customers

Use of Tracking Categories

Set up tracking categories

Contact Management

Getting familiar with Contacts
Set up Contacts
Editing Contacts in Xero

Inventory Management

Creating Non Stock Inventory Items/Services in Xero
Creating Tracked inventory Items in Xero
Importing Inventory Items in Xero
Setting up Inventory Opening Balances

Processing Day to Day Transactions

Handling Sales Transactions

Recording Sales Quotes and converting into a new Sales Quote, Invoice, Purchase Order and Bill
Recording Customer payments for invoices
Recording customer credit note
Recording Customer Prepayments
Recording Customer Overpayments
Recording Recurring Transactions or Repeating Sales Transactions

Sending Customer Invoices and Statements

Generating PDF invoice and Statement
Sending Invoices to customers

Managing Purchase Transactions

Recording Purchase Orders and convert to another purchase or sales transaction
Copy Bill to a sales or purchase document
Recording Purchases Credit Note
Recording Recurring or Repeating Purchases Transactions
Recording payments to suppliers

Session 2 – Online Or Face-to-Face

Opening Balances in Xero

Account Opening Balances from the Balance Sheet/Trial Balance
Bank Opening Balances
Beginning Balances for Customer Accounts
Beginning Balances for Supplier Accounts

Performing Bank Reconciliation in Xero

Reconcile bank feeds or transactions from bank feeds
Recording Transactions while reconciling
Creating Bank Rules
Generating Bank Reconciliation Summary

Navigating around Reports in Xero

Getting familiar in generating financial reports in Xero
Profit and Loss Report
Balance Sheet
Accounts and other Reports in Xero
Editing report layouts

Creating Inventory Adjustments in Xero

Recording stock take and inventory adjustments in Xero

GST Reports

GST F5 Return
GST Audit (Beta)

Fixed Assets and Depreciation

Setup asset types
Setup fixed assets register in Xero
Running monthly depreciation

Manual Journal Adjustments and Repeating Journal Transactions

Entering Manual journals and repeating journal transactions

Advanced Accounts Settings

Lock Period
Find and Recode

Opening Balances in Xero

Account Opening Balances from the Balance Sheet/Trial Balance
Bank Opening Balances
Beginning Balances for Customer Accounts
Beginning Balances for Supplier Accounts

Performing Bank Reconciliation in Xero

Reconcile bank feeds or transactions from bank feeds
Recording Transactions while reconciling
Creating Bank Rules
Generating Bank Reconciliation Summary

Navigating around Reports in Xero

Getting familiar in generating financial reports in Xero
Profit and Loss Report
Balance Sheet
Accounts and other Reports in Xero
Editing report layouts

Creating Inventory Adjustments in Xero

Recording stock take and inventory adjustments in Xero

GST Reports

GST F5 Return
GST Audit (Beta)

Fixed Assets and Depreciation

Setup asset types
Setup fixed assets register in Xero
Running monthly depreciation

Manual Journal Adjustments and Repeating Journal Transactions

Entering Manual journals and repeating journal transactions

Advanced Accounts Settings

Lock Period
Find and Recode

Xero Training

Xero Training

Training Dates Available

Xero Training

Training Dates Available

Session 1 – Classroom Training

Session 2 – Online Or Face-to-Face

Start your learning journey with us, Xero’s Platinum Partner, to fully utilize your software today!