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