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Xero Project Training
Xero Project Training teaches project setup, budget tracking, expense management, time tracking, invoicing, and profitability analysis, empowering businesses to efficiently manage projects using Xero’s powerful tools.
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.
Businesses We've Supported
What our client Says
Xero Project Training
This course has been designed for anyone that uses Xero and wants to start using Xero Projects. By the end of this course, you will have set up Xero Projects and will be confidently using it in your business.
This course covers everything you need to know to use Xero Projects on a day-to-day basis and how to make updates and changes. The training ranges from the absolute basics such as entering time and expenses to a project through to more complex areas like invoicing and reporting on projects.
The course is suitable for all levels, so although basic accounting knowledge would help it’s not essential.
What’s Included in Our Xero Project Training
- Understanding Xero Projects
- Set up Xero Projects
- Adding users to Xero Projects
- Entering Project Transactions
- Adding time to your Projects
- Adding Expenses to your Project
- Editing your Projects
- Creating Deposit Invoice
- Creating a Project Amount Invoice
- Assigning a Sales Invoice Line to a Project
- Project Details Reports
- Project Summary Reports
- Closing and Reopening a Project
Who is it for?
Business Owners
Accountant & Bookkeepers
Job Seekers
Individual Seeking how to use Xero
Course Details
- Live online | Classroom | Onsite | 1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£350 (Online Live Via Zoom)
£450 (Classroom)
- 6 Hours approx
- Monday– Saturday Every week
Xero Project 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?
Our other Xero Training Courses
Xero Advanced Training
Xero Advanced Training helps accounting professionals and business owners master the program's advanced features for improved efficiency.
Xero Payroll Training
Stay updated on payroll rules with our training, ensuring confident and compliant business payroll management.
Xero Bespoke Training
We offer bespoke Xero training, tailored to your needs, using real or demo data for personalized learning beyond standard courses.
Xero Training for Business Owners
Xero training equips business owners with bookkeeping skills to manage finances effectively and monitor their bottom line consistently.
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.