• Create a new organization in Xero
• Organisation Details update in Xero
• Organization Financial Settings update in Xero
• Understanding Chart of Accounts
• Adding charts of accounts in Xero
• Editing, Deleting, Archiving and Restoring an Account
• Understanding Bank Accounts & Bank Feeds
• Adding Bank Account, Credit Card & petty cash account
• Importing a Bank Statement
• Setting up business branding on the invoice
• Adding Bank details on the Invoice
• Adding a payment service on the Invoice
• Adding, Editing and Removing a User

• 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

• Overview of Xero Contacts
• New customers account setup
• Customer Credit limits setting
• New Suppliers account setup
• Adding Employees in Xero Contacts
• Adding Group in Contacts
• Connect email to Contact
• Editing, Arching and restoring a contact.
• Understanding Conversion Balances
• Understanding the Conversion Date
• Setting the Conversion Date
• Entering Conversion Balances
• Entering Comparative Balances

• Creating sales invoices in Xero
• Attaching Files to Invoice
• Editing, Copying and Voiding an Invoice
• Emailing and Printing an Invoice
• Recording a Payment
• Sending Receipts
• Searching Invoices
• Understanding Repeating Invoices
• Creating a Repeating Invoice
• Understanding Credit Notes
• Creating and allocating Credit Notes
• Understanding Statements
• Sending a Statement
• Batch Deposits
• Customer refund reconciliation
• Xero Invoice reminder overview
• Customer Activity Reports
• Aged Debtors Reports
• Understanding Quotes
• Creating a Quote
• Sending, Printing and Deleting a Quote
• Accepting or Declining a Quote
• Copying Quotes

• Recording and coding purchase invoices
• Entering Purchase credit notes
• Purchase credit notes allocation
• Editing purchase bills in Xero
• Coping, Voiding and Importing Bills
• Understanding repeating bills
• Creating a repeating bill
• Overview of email bills to Xero
• Recording bills from the draft.
• Recording a payment
• Preparation of remittance advice notes
• Sending remittance advice to suppliers
• Understanding and creating a batch payment
• Supplier Activity Reports
• Aged Creditors Analysis
• Understanding Purchase Orders
• Creating a Purchase Order
• Editing or Deleting a Purchase Order
• Sending or Printing a Purchase Order
• Marking a Purchase Order as Billed
• Copying a Purchase Order

• Understanding Bank Reconciliation in Xero
• The Reconciliation Screen
• Reconcile Bank Accounts
• Cash coding
• Bank Statements (Tab)
• Account Transaction ( Tab)
• Part Payments, Minor adjustment & 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
• Recording Bank charges against sales invoices
• Editing Bank transactions
• Publish Month end Reconciliation reports
• Overview of auto suggestion
• Archiving a Bank Account
• Restoring a Bank Account
• Understanding Bank Rules
• Creating & Editing a Bank rules
• Recording petty Cash Payment
• Manually reconcile petty cash payment

Publish petty cash month end reconciliation reports.

• Understanding Fixed Assets
• Fixed Asset Start Date
• Creating a Fixed Asset
• Importing Fixed Assets
• Understanding Depreciation
• Running Depreciation
• Rolling Back Depreciation
• Selling And Disposing of Assets
• Selling a Fixed Asset
• Understanding Expense Claims
• Creating an Expense Claim
• Editing and Viewing Expense Claims
• Submitting an Expense Claim
• Approving and declining an Expense Claim
• Paying an Expense Claim
• Searching for Previous Claims

• VAT Return preparation
• Review VAT Return by tax rates
• VAT Adjustments in MTD VAT Returns
• Submit VAT Return to HMRC through online
• Cash accounting scheme for VAT
• Flat rate VAT Scheme VAT return.
• Understanding the Xero Reports
• Adding a summary and footnote
• Publish and export a reports
• Understanding reports layout options
• Create Monthly Profit and Loss Reports
• Create Monthly Balance Sheet Reports
• Trial Balance Reports
• Create Monthly Management reports
• Publish Monthly Management Accounts

• Understanding Inventory
• Inventory Input Fields
• Creating an Inventory Item (Untracked)
• Creating an Inventory Item (tracked)
• Editing an Inventory Item
• Opening Balances (Tracked Items)
• Exporting Inventory Items
• Importing Inventory Items
• Posting wages, pension and PAYE journals
• Overview of find and recode
• Overview of budget
• Creating, importing and exporting a budget
• Recording prepayment and overpayment transactions
• Recording accrual transactions in Xero
• Contra trade debtors and creditors

• Understanding Tax Codes in Xero
• National Insurance Contribution
• Student loan deduction
• HMRC Settings
• Employee Setup Checklist
• Employer Setup Checklist

• Preparing Xero for payroll
• Set up the organization
• Holidays, pay items and opening balances
• Set up a workplace pension

• Employees details
• Time off and payment methods
• Pay temples opening balances
• Import multiple employees into Xero Payroll

• Process and revert pay runs
• Auto-enrolment assessment
• opt employees in and out of pension scheme
• Other pay runs
• RTI submissions
• Adjustments to pay
• Adjustments to pensions

• My Payroll and Xero Me
• Timesheets
• Holidays
• Statutory leave
• Process a leaver

• Pension fillings
• Making payments
• Management reports
• Reconciling payroll accounts
• Year-end procedure
• Earlier year update