Xero Accounting
Training & Payroll training course is designed to provide skills and
knowledge which will allow participants to effectively use this popular
software package. It is ideal for accountants, bookkeepers and
business owners who are interested in migrating to the cloud accounting
software of the future.
Our training options include:- Introduction Training Class
- Intermediate Training Class
- Advanced Training Class
Basic bookkeeping
skills will be reviewed in class. During class participants will use New
Company Set-Up to create a new company. All company default information
will be reviewed. Data file entry and modification including chart of
accounts, customers, vendors, inventory and employees will be reviewed.
No product knowledge required.
Course content:- Understand the Xero dashboard and settings
- Browser techniques to best use cloud software
- Prepare bank feeds and bank statement import
- Use auto coding and bank rules
- Conduct a bank reconciliation
- Paperless and data entry free solutions
- Customise Xero invoices and Xero Template Emails
- Create Quotes in Xero
- Create Items to manage inventory and services.
- set up the employee
- set up payroll items
- manage the pay run
- process annual leave and personal leave
- understand the employee portal (this is fantastic!)
- process terminations
- validate end-of-year payroll information and print payment summaries (group certificates)
Thanks for your information and keep sharing.
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