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.
Our training options include:
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
Use Xero as a cash book
Prepare bank feeds and bank statement import
Use auto coding and bank rules
Conduct a bank reconciliation
Accounts receivable & Accounts payable
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!)
validate end-of-year payroll information and print payment summaries (group certificates)