Basic Xero
Date and Time
Thursday Oct 14, 2021
9:30 AM - 12:30 PM BST
Location
Online Only
Fees/Admission
Members: £150 (inc VAT)
Non-Members: £200 (inc VAT)
Contact Information
Business Academy Team
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Description
Learning Outcomes
Participants attending this course will:
- Understand how to set up Xero for a business
- Become familiar with the Dashboard and navigation
- Understand how the primary functions work
- Be able to perform basic bookkeeping and bank reconciliation on Xero
- Run basic reports to analyse business performance
The course will be held on Thursday 14th October & Thursday 21st October (both 9:30am-12:30pm). Attendance on both dates is required to complete the course.
Modules
Getting Started in Xero
- Setting up business information
- Dashboard and navigation
Money In
- Customer Invoicing and the receive money function
- Quotes
- Products and services
- Accounts receivable
Money Out
- Supplier bills and the spend money function
- Purchase Orders
- Accounts payable
Banking
- Understand the basic principles of banking in Xero
- Importing and connecting a bank feed
- Bank rules
- Bank reconciliation
VAT in Xero
- VAT settings in Xero
- Prepare and validate a VAT return
- Record a payment or refund
Chart of Accounts
- Understand how the chart of accounts works in Xero
- The effect on financial reports
- Add , edit or delete accounts
Reports
- Run financial reports
- Customise reports
- Export to excel
Credit notes and journals
- Process credit notes
- Enter a basic journal in Xero
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 (14th October & 21st October 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.
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