Introduction

Master Xero the easy way and learn all of the time saving features from our Xero-certified accounting expert.

This is a hands-on course. It includes plenty ot time to ask questions, try things out for yourself and ask questions.

By the end of this course you’ll be confident to us Xero’s more advanced features.

✔ An intensive intermediate course that covers some of Xero’s more advanced features.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

What Will I Learn?

The course topics follow on from our Beginners Xero training course.

You’ll learn how to use the following features confidently:

  • Advanced Contact Management
  • Advanced Bank Reconciliation
  • Projects in Xero
  • Managing VAT & Payroll
  • Advanced Sales Invoice Management
  • Importing Data

Am I Ready For This Course?

This course assumes that you have either attended our Introductory Xero course or have practical experience that gives you equivalent knowledge.

The Training Day

Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned training facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practice more in your own time.
✔ A Certificate of Attendance.

  • Setting up and using smart lists
  • Other useful features
  • Adding a user and setting permissions
  • Changing user permissions and removing users
  • Setting up the chart of accounts
  • Using the mobile app
  • Overpayments and prepayments
  • Recording an acquisition
  • Registering fixed assets
  • Depreciation
  • Disposals
  • Setting up projects
  • Recording income and expenses
  • Project reporting
  • Budgets
  • Advanced profit & loss reports
  • The balance sheet
  • Other reports
  • Using payment services e.g.Paypal
  • Automating invoice reminders
  • Contacts
  • Sales invoices
  • Purchase invoices
  • Bank Statements
  • Setting up Xero for VAT
  • Checking and submitting VAT returns
  • Payroll settings
  • Employee setup
  • Running a pay run
  • Payroll Reports