Advanced features of Xero

Our Xero advanced training session is a one to one training course that can be run at your office using your own paperwork.  Alternatively, they can be run online via Zoom. This course is designed for those who have learned the basics of Xero and now want to take their knowledge and skills to the next level.  The Advanced features of Xero training course will provide you with the skills to use Xero to its full potential.

Course Content

  1. Modifying chart of accounts
  2. Tracking category set up
  3. Importing bank statements
  4. Importing contacts
  5. Importing purchases and sales invoices
  6. Set up of bank rules
  7. Multi-currency bank reconciliation
  8. How to delete bank statement lines
  9. Merging contacts in Xero
  10. Sales invoice settings
  11. Setting up recurring bills and invoices
  12. Repeating Journals
  13. Managing debtors (Auto reminder set up)
  14. Supplier payment run in Xero
  15. Adding payment gateway in Xero (Worldpay, PayPal, Stripe, etc)
  16. Posting wages and PAYE
  17. How to run and view reports
  18. Fixed asset register and depreciation
  19. Accounting for prepayments and accruals
  20. Contra of trade debtors and creditors
  21. Find and recode
  22. VAT returns

This training session will typically take around 5 hours to complete and includes time to answer any questions and queries you may have.  It also includes a break halfway through.

To book a training course or for more information, please: