Xero Training Course

We have 3 levels of training to cater for a student’s experience:

Beginners Xero Training:

Looking at getting started with Xero.

  • What Xero can and cannot do
  • Users and access for privacy
  • Setting up and creating accounts
  • Setting up and managing Accounts Payable and Receivables
  • Importing a bank file into Xero
  • Reconciling and balancing from the bank statement to the Xero bank account
  • Using auto coding and bank rules for one click transfer to the correct account
  • Viewing and checking reports in Xero
  • Browsing tips and shortcuts to save you time

Intermediate Xero Training:

Students with some Xero experience but want to broaden their knowledge and can choose from these areas.

  • Checking the Chart of Accounts and Xero tax code settings – general revision
  • Using a cash drawer and setting bank rules
  • Processing prepayments, voiding sales
  • Correcting mistakes & balancing Accounts Receivable & Payable
  • Importing a bank statement
  • Set up of payroll items
  • Processing pay runs and running reports
  • Reconcile wages and prepare for BAS
  • Understanding GST & BAS in Xero
  • Correctly preparing & balancing the BAS
  • Lock periods and security of access for users
  • Customising reports and compliance, what to keep, what to check
  • Running the BAS and reconciling to the Balance Sheet

Advanced Xero Training

Very high level of knowledge and person requires only a few high end topics to be covered around:

  • Invoicing
  • Banking
  • Inventory
  • Payroll
  • Reports

Refresh your business with Lime Results-We have been helping businesses for over 20 years

Contact us Ph 03 9988 2030 or info@limeresults.com.au for a chat about your requirements.