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Xero Basics

(1 customer review)



Are you struggling to understand Xero/Bookkeeping or are not sure if you are doing your accounts correctly or maybe you are new to accounting/bookkeeping and would like to enrol on a structured, step by step, affordable online course where you can study at your own pace with support when ever you need it.
Two courses for the price of one!
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This course is designed for anyone who is perhaps a small business owner as it gives you coverage of the basic use of a commercially available software which is suitable for the production of small business accounts. This course is also suitable for students or anyone wishing to gain and understand how Xero works and for anyone wishing to continue studies within bookkeeping or anyone just starting out.
The aim of this course is to introduce you to financial record keeping using Xero a cloud based accounting software.
To provide you with the necessary skills to assess your own competence in carrying out a range of basic day-to-day computerised bookkeeping routines and activities using Xero. The activities will include entry of business transactions and routine basic bookkeeping tasks
To enable you to progress in your learning by further developing your knowledge, understanding and skills of dealing with financial transactions and completing the units necessary.
You will learn how to:
How to set up the system
Customise Sales invoices
Post invoices and credit notes
Process payments received and sent
Reconcile the account
Set up bank accounts and link bank feeds
Edit the chart of accounts
Setting up customers and suppliers
Add invoices into xero
Entering part payments
Exporting reports
Customise Sales invoices
Enter opening balances
Manage Users
Part Payments
Allocating discounts
VAT Returns – HMRC
Bank Transfers (between accounts)
Spend and receive money
Split payments /invoices
Bank Reconciliation
Reconciliation Reports
Setting up a bank account
Manually importing a bank statement
Error Messages
Deleting and restoring bank statement lines

1 review for Xero Basics

  1. Philippe

    However, and despite the instructor’s insistence on not presenting this course with a defined structure, there needs to be a logical flow in the learning process whereby the student is able to go through a smooth learning experience.

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