Master Xero software with our comprehensive online course, guided by a Xero Certified Advisor! Whether you're a beginner or an advanced user, this course will help you enhance your financial management skills and unlock the full potential of Xero for your business or career in finance.

 

 

Course Overview:

 

Beginner Level

 

1. Getting Started: Begin with an introduction to Xero, its interface, and basic functionalities. Learn how to navigate the software and understand its core features.

2. Setting Up the System: Discover the initial setup process, including entering company details, configuring financial settings, and assigning user roles.

3. Customers and Suppliers: Understand how to manage customer and supplier information, create and manage invoices, and handle bill management efficiently.

4. Fixed Assets: Get introduced to managing fixed assets in Xero, including asset registration, categorisation, and tracking.

5. Bank Payments and Receipts: Learn how to accurately handle bank payments and receipts, crucial for maintaining precise financial records.

6. Petty Cash: Understand the management of petty cash transactions within Xero.

 

Intermediate Level

 

1. Bank Reconciliation: Master the process of bank reconciliation in Xero to ensure accuracy in financial reporting and statement balance.

2. Business Credit Card Account: Learn to manage business credit card transactions, including reconciliation and expense categorisation.

3. Aged Reports: Understand how to generate and interpret aged reports for effective debtor and creditor management.

4. Payroll and Journals: Get an introduction to managing payroll and recording journals, ensuring your payroll processes are accurate and compliant.

5. VAT Return: Learn how to prepare and submit VAT returns using Xero, staying compliant with tax regulations.

 

Advanced Level

 

1. CIS Return: Understand how to manage and submit Construction Industry Scheme (CIS) returns within Xero.

2. Accruals and Prepayments: Master the process of recording accruals and prepayments to ensure financial statements accurately reflect the business’s performance.

3. Accrued Income and Deferred Income: Learn to manage and record accrued and deferred income in Xero.

4. Depreciation Journal: Understand how to record depreciation using journal entries in Xero.

5. Management Reports: Gain the skills needed to generate and interpret various management reports, supporting strategic decision-making.

6. Preparation of Budget: Learn how to prepare and manage budgets effectively within Xero.

7. Preparing Cash Flow: Master cash flow forecasting and management techniques to ensure robust financial planning.

8. Payment Services on Xero: Understand how to integrate and manage payment services directly through Xero.

9. Bank Rules: Learn to create and manage bank rules for efficient transaction categorisation, saving time and ensuring accuracy.

10. Multicurrency on Xero: Understand how to handle multicurrency transactions and manage accounts with ease.

11. App Marketplace: Explore the Xero App Marketplace to integrate additional tools and services that enhance your Xero experience.

12. Introduction of Resources Available During COVID-19: Discover resources and tools provided by Xero to assist businesses in navigating challenges during the COVID-19 pandemic.

13. Correction of Errors: Learn how to identify and correct errors in financial records to maintain accuracy and compliance.

 

Activation Guide:

 

1. Go to the LearnDrive platform after receiving your voucher code/key.
2. Enter the necessary details, such as your name and email address.
3. Confirm your email accuracy, as your access credentials will be sent to this address.
4. Please copy and paste the voucher code/key instead of typing it manually to avoid errors.
5. Click the “SUBMIT” button to proceed.
6. Your course will then be available on your learning dashboard.
7. Await an email from us containing your login information.

 

Language Version of the Course: English

Enrol today to become a proficient user of Xero and elevate your financial management skills to the next level! Take control of your business's finances or advance your career with the Xero 2023 Online Course.