Complete Xero Accounting & Payroll Training
Xero Payroll Training equips you to master modern payroll administration systems.
What sets us apart
500+
Businesses trained
10+
Years of training
30+
Courses Available
Innovative Training for Modern Businesses
Complete Xero Training
At Cloud Accounting , Complete Xero Training package provides everything you need to master Xero Accounting and Payroll functions efficiently. Upon completing this all-inclusive course, you will gain proficiency in using Xero to enhance your business operations, saving time, reducing costs, and boosting productivity.
Delivered by a Xero certified advisor with extensive accounting and bookkeeping experience, our training ensures you receive expert guidance. You’ll not only learn how to use Xero Accounting and Payroll but also understand their significance for your business and gain practical tips for optimal use.
If you’re seeking a streamlined approach to financial management, this all-in-one course is your perfect solution!
What will I learn from this course?
Xero Basic Training
Xero Advanced training
Xero Payroll Training
Xero Basic Training
Xero Initial Setup
- Create a new organization in Xero
- Organisation Details update in Xero
- Organization Financial Settings update in Xero
- Setting up the charts of Accounts (the key income, expenses, assets, liability and equity)
- Setting up Bank and Petty Cash Account in Xero
- Setting up business branding on the invoice
- Adding Bank details on the Invoice
- Overview of Xero Contacts
- Adding Customers, Suppliers & Employees details in Xero Contacts
- Adding Group in Contacts & Connect email to Contact
- Editing, Arching and restoring a contact.
Xero Introduction
- Access the Xero Demo Company
- Understanding the Xero Dashboard
- Understanding the Xero Menus, Icons & Tabs
- Understanding Xero Files
- Uploading a File to the Inbox
- Understanding Xero notification
- Emailing a File to the Inbox
- Creating a Folder
- Add a Tax Rate
- View, edit and Create an Email Template
- Send a Xero Network Invite (Xero to Xero)
- Understanding Add-ons
Sales & Receivable Management
- Raising sales quotes in Xero
- Creating sales invoices in Xero
- Emailing an invoice to the customers
- Editing Sales invoices in Xero
- Creating sales credit notes
- Sales credit notes allocation against invoices
- Customer refund reconciliation
- Customer Activity Reports
- Aged Debtors Reports
- Xero Invoice reminder overview
Purchase & Payable Management
- Create suppliers bills in Xero
- Editing supplier bills in Xero
- Attaching files to Bills
- Create supplier credit notes in Xero
- Supplier Credit notes allocation against bills
- Supplier Activity Reports
- Aged Creditors Analysis
- Overview of email bills to Xero
- Recording bills from the draft.
- Supplier Activity Reports
- Aged Creditors Analysis
- Copying, Voiding and Importing a Bills
Bank and Petty Cash Reconciliation
- Understanding Bank Reconciliation in Xero
- The Reconciliation Screen
- Reconcile Bank Accounts
- Part Payments, Batch Payment reconciliation
- Matching sales and purchase invoices against Bank Transaction
- Overview of discuss tab
- Transfer between Bank Accounts
- Creating spend and receive money transaction
- Publish Month end Reconciliation reports
- Recording Bank charges against sales invoices
- Recording petty Cash Payment
- Publish petty cash month end reconciliation reports.
VAT Returns & Reports
- VAT Return preparation
- Review VAT Return by tax rates
- VAT Adjustments in MTD VAT Returns
- Submit VAT Return to HMRC through online
- Understanding the Xero Reports
- Create Monthly Profit and Loss Reports
- Create Monthly Balance Sheet Reports
- Create Monthly Management Reports
- Publish Monthly Management Reports
Xero Advanced training
- Opening conversion balance set up
- Setting up companies using different VAT schemes
- Modifying chart of accounts
- Adding tracking category/ Cost centre in Xero
- Import Bank statement
- Create Bank Rules in Xero
- Multicurrency Bank reconciliation
- How to delete bank statement Merging Contacts in Xero
- Create customer invoices with Tracking category
- Create Supplier Invoices with Tracking Category.
- Create repeating supplier invoices
- Recording Multicurrency Sales Invoices
- Recording Multicurrency Supplier Invoices
- Managing debtor (Auto reminder set up)
- Supplier payment run in Xero
- Adding payment gateway in Xero (PayPal, Stripes, Worldpay etc.)
- Financial controls- lock dates, audit report, journals
- Posting wages, PAYE and pension journals
- Repeating Journals
- Management reports
- How to run and review reports
- Fixed asset register and depreciation
- Accounting for prepayment and accruals
- Contra trade debtors and creditors
- Intercompany reconciliation
- Detailed Management reports
Xero Payroll Training
Xero Payroll Introduction
- Understanding Tax Codes in Xero
- National Insurance Contribution
- Student loan deduction
- HMRC Settings
- Employee Setup Checklist
Set up the organization
- Preparing Xero for payroll
- Set up the organization
- Holidays, pay items and opening balances
- Set up a workplace pension
Set up employees
- Employees details
- Time off and payment methods
- Pay temples opening balances
Day-to-day operations
- My Payroll and Xero Me
- Timesheets
- Statutory leave
- Process a leaver
- Holidays
Process and Adjust pay runs
- Process and revert pay runs
- Auto-enrolment assessment
- opt employees in and out of pension scheme
- Other pay runs
- RTI submissions
- Adjustments to pay
- Adjustments to pensions
Reporting, reconciling and making payment
- Making payments
- Management reports
- Reconciling payroll accounts
- Year-end procedure
- Earlier year update
Study Method
Online Live
Online live training via Zoom is available for participants from anywhere in the world.
Classroom
Classroom training is available in across the UK
Onsite
Onsite training is available at your premises. We can travel anywhere in the world
1 to 1
One-to-one training sessions are available with our certified Xero advisor
Group
Group training is available both at your premises and online live via zoom.
Who is Xero Training for?
- Business Owners
- Accountant & Bookkeepers
- Job Seekers
- Individual Seeking how to use Xero
- Students wanting to gain relevant knowledge and experience in cloud accountancy fields
- Individuals who are looking for a career in accounting or payroll
- Accountant or Job seekers who are interested in a position in payroll
- Small business owners or anyone who supervises the payroll function within a company.
Course Details
- Live online |Classroom | Onsite |1 to 1
-
10:00am – 4:00pm (Weekdays and Weekend)
6:30 pm – 9:30pm (evening)
£1000 (Online Live Via Zoom)
£1200 (Classroom)
- 18 hours approx
- Tuesday – Saturday Every week
