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Xero Training

XERO software is highly demanding into the accountancy sector. Our Xero training will empower you to understand all the features of Xero. It’s great software to start to get a process to save your time and get you on the right track with the help of financial reports.

We provide one-to-one training which is flexible and can be done over weekends or to suit your schedule. This training gives you the confidence to use XERO software and how to deal with technical aspects.

The training is completely customised to you and some of the most popular areas for training include:

Introduction to Xero "Beautiful Accounting Software"

  • Navigating within Xero
  • The Xero Dashboard
  • Chart of Accounts
  • Setting up new accounts
  • Setting up new bank accounts
  • Housekeeping and setting up new users

Sales Ledger

  • Setting up new customer accounts
  • Setting credit limits
  • Entering sales invoices
  • Recording sales credit notes
  • Recurring sales invoices
  • Preparing customer statements
  • Xero Network Key

Purchase Ledger

  • Setting up new supplier accounts
  • Preparing supplier address lists
  • Entering and coding purchase invoices
  • Recording purchase credit notes
  • Preparing remittance advice notes

Bank Transactions

  • Recording sales and non-sales receipts
  • Entering supplier payments
  • Accounting for cash transactions
  • Entering recurring payments
  • Automated Bank Feeds
  • Bank reconciliations (what makes Xero stand out from Sage, Quickbooks, etc.)
  • Setting up Bank Rules
  • Cash Coding

Reports

  • Aged debtor analysis
  • Aged creditor analysis
  • Monthly management accounts
  • Trial Balance
  • Profit and Loss Account
  • Balance Sheet
  • Budget Reports
  • Customising Reports

VAT Returns

  • Preparing quarterly VAT Returns
  • Reconciling the VAT Return
  • VAT cash accounting scheme
  • Other VAT issues
  • Online submission of VAT Return to HMRC

Why get training from a Qualified Accountant?

The best training always comes from those who are qualified Accountants who know how to implement XERO into your business or get you trained on.

Benefits of Xero Training

After completion of Xero Training, you will have a clear understanding of how to use Xero Software and how to add Multi-user so that they can access the Xero at the same time. As Xero is online software, so there's nothing to install and everything is backed up in a cloud. You will also get XERO Advisor certified that give you the skills needed to set up new clients and carry out day to day activities.

After learning these technical concepts, you will be able to apply below Job Roles

  • Account Assistant
  • Management Accountant
  • Financial Controller
  • Senior Accountant
  • VAT Manager
  • Bookkeeper
  • Credit Controller

Finally, contact us if you are looking to enhance your skills and what to apply for dream jobs. Get in touch to find out more details about our training and courses by calling on 02037908674 in London office and 01212959988 in Birmingham Office or email on support@fctraining.org.

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