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Xero Charity & Not for Profit Organization Training
Xero Charity & Not-for-Profit Organization Training equips organizations with the skills to manage donations, track grants, prepare budgets, and generate financial reports, ensuring effective financial management and compliance tailored to the unique needs of charities and not-for-profits.
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.
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What our client Says
Xero Charity & Not for Profit Organization Training
Charities, social enterprises, and community interest companies need streamlined accounting and real-time performance insights. Xero offers integrated features tailored for nonprofits, providing the tools to manage funds, donors, and projects effectively.
Our Xero Charity Training is the ideal solution for simplifying your accounting processes. Learn how to set up Xero for nonprofits, manage donors, track funds with categories, and raise invoices for donations and grants. You’ll also master generating profit and loss reports by fund and creating monthly management accounts for trustees, giving you a clear overview of your organization’s performance.
With Xero Charity Training, you can focus on your mission—helping those in need—while enjoying peace of mind knowing your finances are organized and accessible. Real-time insights and easy-to-use reporting tools ensure you’re always in control.
Don’t wait! Get started with Xero Charity Training today and discover just how efficient and stress-free accounting can be.
What will I learn from this course?
- Xero Accounting Software Introduction
- Set up Xero Organization for a Not-for-Profit
- Update financial settings in Xero
- Charts of accounts customization for Charity and non-for-profit organization
- Creating and working with contacts (doners, suppliers and employees)
- Set up Tracking Categories to monitor funds
- Xero Invoice Settings and customise invoice
- Payment Gateway and direct debit apps setup review
- Send a Xero network invite (Xero to Xero)
- Setup Bank, Credit Card and Petty Cash Account
- Reconciliation of Bank Transaction,
- Transfers between Bank Account
- Bank Rule setup and Edit
- Recording of petty Cash payment
- Raising donation & grant invoices
- Email bills to Xero your Xero organization
- Entering supplier bills and credit notes
- Overview of email bills to Xero
- Recording bills from draft
- Supplier payment run in Xero
- Recording of prepayment and accrual transaction
- Fixed Assets registrar and deprecation
- Reconcile wages, pension and Paye payment in Bank
- Xero expense claim overview
- Overview of Xero Apps for Charity and not for profit Business
- Profit and loss reports by funds
- Balance sheet reports by funds
- Create and Publish Monthly Management reports
Who is it for?
Individuals who want to learn how to do charity bookkeeping in Xero
Xero advisors who want to improve their knowledge of Xero
Charity or non-for-profit organization bookkeepers
Charity trustees and CEOs
Finance managers currently working in charity or non-for-profit organizations
Course Details
- Live online | Classroom | Onsite | 1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£500 (Online Live Via Zoom)
£600 (Classroom)
- 6 Hours approx
- Monday– Saturday Every week
FAQs for Xero Charity & Not for Profit Organization Training
This training is open to everyone, whether you’re a business owner, accountant, or someone looking to learn Xero basics.
Yes, the training is conducted worldwide via Zoom. You can attend from anywhere, as long as you have an internet connection.
No prior knowledge is required. This training is designed for beginners and will guide you through the basics of Xero Accounting.
The training is 6 hours long. However, it can be split into two sessions of 3 hours each over two days for your convenience.
Topics include setting up Xero, navigating the dashboard, entering invoices and bills, reconciling bank accounts, and generating basic financial reports.
Absolutely! The training is interactive, and participants are encouraged to ask questions throughout the session.
Yes, participants will receive helpful resources, and a recording of the session can be provided if requested in advance.
You’ll need a computer or device with internet access, a Zoom application installed, and optionally a notebook for taking notes.
While this is a basic training session, we can offer bespoke or advanced training sessions tailored to your specific business needs.
Training sessions are flexible and can be scheduled to suit different time zones worldwide.
Yes, we can provide tailored training for groups, and discounts may be available for group bookings. Please contact us for more details.
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?
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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.