Xero for Advanced Users

Master using Xero and develop your processing and reporting expertise.

What we'll cover:

Configuring Xero

  • Configuring your Chart of Accounts
  • Setting up Suppliers and key client contacts
  • Setup of Fixed Assets and Depreciation
  • Advanced contacts import and system migration
  • Migration from other systems and import of chart of account

Accounts Processing

  • Import / Export and loading stock items and inventory
  • Using Hubdoc and app based receipt processing
  • Using and applying Xero Projects
  • Advanced tips and usage of Xero

Important Functions

  • Advanced bank reconciliation
  • Handling Forex transactions and processing
  • Profit & Loss, Balance Sheet and general reporting
  • Customisation of reports
  • Generating Business Snapshot and Dashboard reports

What you'll achieve:

You will leave this course with an understanding of:

  1. Setup and configuration of Xero
  2. Generate Fixed Asset and Depreciation schedules
  3. Processing GST results and reporting on Consumption / Value Added Tax
  4. How to ensure Tax is added to your invoices and expenses
  5. Prepare and analyse Budgets and Forecasts.
  6. Develop customised financial reports for your stakeholders.

How long is this course?

4 hours

How many people may attend?

Up to 20 people
en_AUEnglish (Australia)

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