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Xero for Frequent Users

Develop your Xero skills and become a go-to resource in your company for Xero processing.

What we'll cover:

Configuring Xero

  • Getting started and company setup.
  • Selecting and configuring your Chart of Accounts
  • Setting up Suppliers and key client contacts
  • Setup of Fixed Assets and Depreciation

Accounts Processing

  • Creating Bills and Purchase Orders
  • Creating and sending Invoices to your customers
  • Import / Export and loading stock items and inventory
  • Advanced tips and usage of Xero

Important Functions

  • Setting up your bank accounts
  • GST and tax reporting
  • Conducting a bank reconciliation
  • Handling Forex transactions and processing
  • Profit & Loss, Balance Sheet and general reporting

What you'll achieve:

You will leave this course with an understanding of:

  1. Setup and configuration of Xero
  2. Data entry for daily Invoices and Bills
  3. Importing of receipts and basic data into the system
  4. Generate Fixed Asset and Depreciation schedules
  5. Processing GST results and reporting on Consumption / Value Added Tax
  6. How to ensure Tax is added to your invoices and expenses
  7. How to run P&L, Balance Sheet and other basic reports

How long is this course?

4 hours

How many people may attend?

Up to 20 people
en_AUEnglish (Australia)

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