Online Live

Online live training via Zoom is available for participants from anywhere in the world. 

Classroom

Classroom training is available in London, Surrey & Berkshire every week.

Onsite

Onsite training is available at your premises. We can travel anywhere in the UK

1 to 1

One-to-one training sessions are available with our certified Xero advisor

Group

Group training is available both at your premises and online live via zoom.

What our clients say

Complete Xero Training

Our complete Xero training package includes everything you need. After completing this, all-in-one course, you will be proficient in utilising Xero Accounting and Payroll function for your business more efficiently. You will learn how to save time, reduce costs, and increase productivity with our comprehensive training package!

This course is delivered by an Xero certified advisor with years of accounting and bookkeeping experience, so when it comes down to learning how to use Xero Accounting or Payroll function – no one knows better than us! With this all-in-one course, not only will you learn how these functions work but also gain valuable insights into what they mean for your business as well as tips on how best utilise them. So if you are looking for a way to make things easier then look no further because this is the perfect solution!

What will I learn from this course?

Xero Initial Setup

  • =Create a new organization in Xero
  • =Organisation Details update in Xero
  • =Organization Financial Settings update in Xero
  • =Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
  • =Setting up Bank and Petty Cash Account in Xero
  • =Setting up business branding on the invoice
  • =Adding Bank details on the Invoice
  • =Overview of Xero Contacts
  • =Adding Customers, Suppliers & Employees details in Xero Contacts
  • =Adding Group in Contacts & Connect email to Contact
  • =Editing, Arching and restoring a contact.

Xero Introduction

  • =Access the Xero Demo Company
  • =Understanding the Xero Dashboard
  • =Understanding the Xero Menus, Icons & Tabs
  • =Understanding Xero Files
  • =Uploading a File to the Inbox
  • =Understanding Xero notification
  • =Emailing a File to the Inbox
  • =Creating a Folder
  • =Add a Tax Rate
  • =Understanding Email Settings
  • =View, edit and Create an Email Template
  • =Send a Xero Network Invite (Xero to Xero)
  • =Understanding Add-ons

Sales & Receivable Management

  • =Raising sales quotes in Xero
  • =Creating sales invoices in Xero
  • =Emailing an invoice to the customers
  • =Editing Sales invoices in Xero
  • =Creating sales credit notes
  • =Sales credit notes allocation against invoices
  • =Customer refund reconciliation
  • =Customer Activity Reports
  • =Aged Debtors Reports
  • =Xero Invoice reminder overview
Purchase & Payable Management
  • =Create supplier bills in Xero
  • =Editing supplier bills in Xero
  • =Attaching files to Bills
  • =Create supplier credit notes in Xero
  • =Supplier Credit notes allocation against bills
  • =Supplier Activity Reports
  • =Aged Creditors Analysis
  • =Overview of email bills to Xero
  • =Recording bills from the draft.
  • =Supplier Activity Reports
  • =Aged Creditors Reports
  • =Copying, Voiding and Importing a Bills

Bank and Petty Cash Reconciliation

  • =Understanding Bank Reconciliation in Xero
  • =The Reconciliation Screen
  • =Reconcile Bank Accounts
  • =Part Payments, Batch Payment reconciliation
  • =Matching sales and purchase invoices against Bank Transaction
  • =Overview of discuss tab
  • =Transfer between Bank Accounts
  • =Creating spend and receive money transaction
  • =Publish Month end Reconciliation reports
  • =Recording Bank charges against sales invoices
  • =Recording petty Cash Payment
  • =Publish petty cash month end reconciliation reports.
VAT Returns & Reports
  • =VAT Return preparation
  • =Review VAT Return by tax rates
  • =VAT Adjustments in MTD VAT Returns
  • =Submit VAT Return to HMRC through online
  • =Understanding the Xero Reports
  • =Create Monthly Profit and Loss Reports
  • =Create Monthly Balance Sheet Reports
  • =Create Monthly Management Reports
  • =Publish Monthly Management Reports
  • = Opening conversion balance set up
  • =Setting up companies using different VAT schemes
  • =Modifying chart of accounts
  • =Adding tracking category/ Cost centre in Xero
  • = Import Bank statement
  • = Create Bank Rules in Xero
  • = Multicurrency Bank reconciliation
  • =How to delete bank statement Merging Contacts in Xero
  • =Create customer invoices with Tracking category
  • =Create Supplier Invoices with Tracking Category.
  • =Create repeating supplier invoices
  • =Recording Multicurrency Sales Invoices
  • =Recording Multicurrency Supplier Invoices
  • = Managing debtor (Auto reminder set up)
  • =Supplier payment run in Xero
  • =Adding payment gateway in Xero (PayPal, Stripes, Worldpay etc.)
  • =Financial controls- lock dates, audit report, journals
  • =Posting wages, PAYE and pension journals
  • =Repeating Journals
  • =Management reports
  • = How to run and review reports
  • =Fixed asset register and depreciation
  • =Accounting for prepayment and accruals
  • =Contra trade debtors and creditors
  • = Intercompany reconciliation
  • =Detailed Management reports
Xero Payroll Introduction
  • NUnderstanding Tax Codes in Xero
  • NNational Insurance Contribution
  • NStudent loan deduction
  • NHMRC Settings
  • NEmployee Setup Checklist
  • N Employer Setup Checklist

Set up the organization

  • NPreparing Xero for payroll
  • NSet up the organization
  • NHolidays, pay items and opening balances
  • NSet up a workplace pension
Set up employees
  • NEmployees details
  • NTime off and payment methods
  • NPay temples opening balances
Day-to-day operations
  • NMy Payroll and Xero Me
  • NTimesheets
  • NHolidays
  • NStatutory leave
  • NProcess a leaver

Process and Adjust pay runs

  • NProcess and revert pay runs
  • NAuto-enrolment assessment
  • Nopt employees in and out of pension scheme
  • NOther pay runs
  • NRTI submissions
  • NAdjustments to pay
  • NAdjustments to pensions

Reporting, reconciling and making payment

  • NPension fillings
  • NMaking payments
  • NManagement reports
  • NReconciling payroll accounts
  • NYear-end procedure
  • NEarlier year update

Xero Initial Setup

  • =Create a new organization in Xero
  • =Organisation Details update in Xero
  • =Organization Financial Settings update in Xero
  • =Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
  • =Setting up Bank and Petty Cash Account in Xero
  • =Setting up business branding on the invoice
  • =Adding Bank details on the Invoice
  • =Overview of Xero Contacts
  • =Adding Customers, Suppliers & Employees details in Xero Contacts
  • =Adding Group in Contacts & Connect email to Contact
  • =Editing, Arching and restoring a contact.

Xero Introduction

  • =Access the Xero Demo Company
  • =Understanding the Xero Dashboard
  • =Understanding the Xero Menus, Icons & Tabs
  • =Understanding Xero Files
  • =Uploading a File to the Inbox
  • =Understanding Xero notification
  • =Emailing a File to the Inbox
  • =Creating a Folder
  • =Add a Tax Rate
  • =Understanding Email Settings
  • =View, edit and Create an Email Template
  • =Send a Xero Network Invite (Xero to Xero)
  • =Understanding Add-ons

Sales & Receivable Management

  • =Raising sales quotes in Xero
  • =Creating sales invoices in Xero
  • =Emailing an invoice to the customers
  • =Editing Sales invoices in Xero
  • =Creating sales credit notes
  • =Sales credit notes allocation against invoices
  • =Customer refund reconciliation
  • =Customer Activity Reports
  • =Aged Debtors Reports
  • =Xero Invoice reminder overview
Purchase & Payable Management
  • =Create supplier bills in Xero
  • =Editing supplier bills in Xero
  • =Attaching files to Bills
  • =Create supplier credit notes in Xero
  • =Supplier Credit notes allocation against bills
  • =Supplier Activity Reports
  • =Aged Creditors Analysis
  • =Overview of email bills to Xero
  • =Recording bills from the draft.
  • =Supplier Activity Reports
  • =Aged Creditors Reports
  • =Copying, Voiding and Importing a Bills

Bank and Petty Cash Reconciliation

  • =Understanding Bank Reconciliation in Xero
  • =The Reconciliation Screen
  • =Reconcile Bank Accounts
  • =Part Payments, Batch Payment reconciliation
  • =Matching sales and purchase invoices against Bank Transaction
  • =Overview of discuss tab
  • =Transfer between Bank Accounts
  • =Creating spend and receive money transaction
  • =Publish Month end Reconciliation reports
  • =Recording Bank charges against sales invoices
  • =Recording petty Cash Payment
  • =Publish petty cash month end reconciliation reports.
VAT Returns & Reports
  • =VAT Return preparation
  • =Review VAT Return by tax rates
  • =VAT Adjustments in MTD VAT Returns
  • =Submit VAT Return to HMRC through online
  • =Understanding the Xero Reports
  • =Create Monthly Profit and Loss Reports
  • =Create Monthly Balance Sheet Reports
  • =Create Monthly Management Reports
  • =Publish Monthly Management Reports

  • = Opening conversion balance set up
  • =Setting up companies using different VAT schemes
  • =Modifying chart of accounts
  • =Adding tracking category/ Cost centre in Xero
  • = Import Bank statement
  • = Create Bank Rules in Xero
  • = Multicurrency Bank reconciliation
  • =How to delete bank statement Merging Contacts in Xero
  • =Create customer invoices with Tracking category
  • =Create Supplier Invoices with Tracking Category.
  • =Create repeating supplier invoices
  • =Recording Multicurrency Sales Invoices
  • =Recording Multicurrency Supplier Invoices
  • = Managing debtor (Auto reminder set up)
  • =Supplier payment run in Xero
  • =Adding payment gateway in Xero (PayPal, Stripes, Worldpay etc.)
  • =Financial controls- lock dates, audit report, journals
  • =Posting wages, PAYE and pension journals
  • =Repeating Journals
  • =Management reports
  • = How to run and review reports
  • =Fixed asset register and depreciation
  • =Accounting for prepayment and accruals
  • =Contra trade debtors and creditors
  • = Intercompany reconciliation
  • =Detailed Management reports

Xero Payroll Introduction
  • NUnderstanding Tax Codes in Xero
  • NNational Insurance Contribution
  • NStudent loan deduction
  • NHMRC Settings
  • NEmployee Setup Checklist
  • N Employer Setup Checklist

Set up the organization

  • NPreparing Xero for payroll
  • NSet up the organization
  • NHolidays, pay items and opening balances
  • NSet up a workplace pension
Set up employees
  • NEmployees details
  • NTime off and payment methods
  • NPay temples opening balances
Day-to-day operations
  • NMy Payroll and Xero Me
  • NTimesheets
  • NHolidays
  • NStatutory leave
  • NProcess a leaver

Process and Adjust pay runs

  • NProcess and revert pay runs
  • NAuto-enrolment assessment
  • Nopt employees in and out of pension scheme
  • NOther pay runs
  • NRTI submissions
  • NAdjustments to pay
  • NAdjustments to pensions

Reporting, reconciling and making payment

  • NPension fillings
  • NMaking payments
  • NManagement reports
  • NReconciling payroll accounts
  • NYear-end procedure
  • NEarlier year update

Who is it for?

  • EBusiness Owners
  • EAccountant & Bookkeepers
  • EJob Seekers
  • EIndividual Seeking how to use Xero
  • EStudents wanting to gain relevant knowledge and experience in cloud accountancy fields
  • EIndividuals who are looking for a career in accounting or payroll
  • EAccountant or Job seekers who are interested in a position in payroll
  • ESmall business owners or anyone who supervises the payroll function within a company.

Course Details

Live online |Classroom | Onsite |1 to 1

10:00am – 4:00pm (Weekdays and Weekend)

6:30 pm – 9:30pm (evening)

£950 (Online Live Via Zoom)

£1100 (Classroom)

18 hours approx

Tuesday – Saturday Every week

After The Course?

Each Participant Will Receive:

Certificate Of Completion

Comprehensive Training Manuals

One Month Of Free Email Support

Want to know more about our Xero Training?

 Our other Xero Training Courses

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Xero Bespoke Training

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Xero Training for Charity

Xero Training for Charity and Non-Profit Organizations provides you with constant real-time insights into the fund and projects you are managing, as well as the overall performance of your organization.

Xero Training for Landlord

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Never Do It On Your Own Again

With us as your Xero advisor, you can get a handle on your business’s finances through the power of Xero and the apps which integrate with it. We make sure that every single day is business as usual for you and your team.