Advanced Xero
Date and Time
Monday Nov 22, 2021
9:30 AM - 12:30 PM GMT
Location
Online only
Fees/Admission
Members: £150 (inc VAT)
Non-Members: £200 (inc VAT)
Contact Information
Business Academy Team
Send Email
Description
Learning Outcomes
Participants attending this course will:
- Become familiar with the advanced functions available in Xero
- Understand how these can be beneficial when making financial decisions
- Become familiar with which functions are suitable for different business scenarios
- Understand how the foreign currency function works in Xero
Importing Data and Conversion Balances
- Entering conversion balances into Xero
- Importing and exporting contacts
Products and Services
- Different inventory options
- Setting up tracked inventory
- Opening balances and adjustments
- Inventory reports
Tracking Categories
- Setting up tracking categories
- Reports and analysis
Projects
- Creating projects
- Assigning expenses to projects
- Reports and analysis
Expenses claims
- Create and submit claims
- Approving claims
Multi-Currency
- Adding currencies and bank accounts in Xero
- Default currencies for customer and suppliers
- Creating bills and invoices in foreign currency
- Exchange rates, gains and losses
Fixed Asset Register
- Adding assets
- Depreciation options
- Effect on the financial reports
The course will be held on Monday 22nd November & Monday 29th November (both 9:30am-12:30pm). Attendance on both dates is required to complete the course.
Joining instructions:
Joining instructions and invoice for payment will be sent directly from the trainer.
Other information:
This is a 2 day course delivered as 2 x half day sessions (22nd November & 29th November 2021). You will automatically be booked onto session 2 after booking the first session.
Membership at the Chamber enables you to attend discounted training sessions as well a whole host of other services. For more details or to speak to one of the team about membership please click here.
Images
