Xero
Get comfortable with cloud accounting in Xero – from setting up a client to daily processing, bank feeds and management reports.
Who this course is for
- Learners who want to work with UK, Australia or NZ clients.
- Accountants moving from desktop tools to cloud accounting.
- Team members in outsourcing setups who will work on Xero files.
What you will learn
- Setting up a new Xero organisation and basic configuration.
- Managing contacts, products/services and chart of accounts.
- Raising sales invoices and credit notes, applying receipts.
- Processing bills, payments and expense claims.
- Using bank feeds and completing bank reconciliations efficiently.
- Running key reports and exporting information for review.
Course structure
Outcomes
On completion, you will be able to maintain Xero client files for routine bookkeeping under supervision, and support senior accountants with reporting.
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