Xero Charity & Non for Profit Organization Training

Master Xero charity training and cloud accounting to streamline nonprofit finances. Learn essential features for donation tracking, fund management & compliance.

What sets us apart

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500+

Businesses trained

quality
10+

Years of training

online-learning
30+

Courses Available

Innovative Training for Modern Businesses

Xero Charity & Non for Profit Organization Training

Charities, social enterprises and community interest companies need to be able to streamline their accounting and have constant insights into performance. Xero provides integrated features for charities, social enterprises, and community-interest organizations

Our Xero Charity Training is the perfect solution for charities, social enterprises and community interest companies who need to streamline their accounting. You’ll have constant real-time insights into the fund and projects you are managing, as well as the overall performance of your organisation. Our Charity training includes setting up Xero organization for Charity and not-for-profit organizations, working with donors, setting up Tracking Categories to monitor funds and Raising donations & grant invoices. You will also learn how to run profit and loss reports by funds and create monthly management accounts for trustees.

With our Xero Charity Training, you can focus on what you do best – helping those in need. You’ll have peace of mind knowing that your finances are in good hands and that you can easily access reports whenever you need them.

With our Xero Charity Training, you can focus on what you do best – helping those in need. You’ll have peace of mind knowing that your finances are in good hands, and that you can easily access reports whenever you need them.

So why wait? Get started today with Xero Charity Training and see how easy and efficient accounting can be!

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What will I learn from this course?

  • Xero Accounting Software Introduction
  • Set up Xero Organization for a Not-for-Profit
  • Update financial settings in Xero
  • Charts of accounts customization for Charity and non-for-profit organization
  • Creating and working with contacts (doners, suppliers and employees)
  • Set up Tracking Categories to monitor funds
  • Xero Invoice Settings and customise invoice
  • Payment Gateway and direct debit apps setup review
  • Reconciliation of Bank Transaction,
  • Transfers between Bank Account
  • Bank Rule setup and Edit
  • Recording of petty Cash payment
  • Raising donation & grant invoices
  • Entering supplier bills and credit notes
  • Overview of email bills to Xero
  • Recording bills from draft
  • Supplier payment run in Xero
  • Fixed Assets registrar and deprecation
  • Reconcile wages, pension and Paye payment in Bank
  • Overview of Xero Apps for Charity and not for profit Business
  • Profit and loss reports by funds
  • Balance sheet reports by funds
  • Create and Publish Monthly Management reports

Study Method

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Online Live

Online live training via Zoom is available for participants from anywhere in the world.

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Classroom

Classroom training is available in across the UK

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Onsite

Onsite training is available at your premises. We can travel anywhere in the world

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1 to 1

One-to-one training sessions are available with our certified Xero advisor

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Group

Group training is available both at your premises and online live via zoom.

Course Details

£500 (Online Live Via Zoom)

£600 (Classroom)

After the Course we Provide:

Certificate of Completion

We issue a professional certificate to each participant who successfully finishes the course. This document serves as tangible proof of your newly acquired skills and knowledge in Xero software.

Comprehensive Manual

We provide a detailed manual that covers all aspects of the software taught during the course. This resource is designed to reinforce your learning and serve as a go-to reference as you apply your skills in real-world scenarios.

Free 1 Month Support

We offer ongoing free support to our course graduates. This means you can reach out to us with questions or issues you encounter while using the software. Our team is committed to helping you succeed beyond the classroom.

Want to know more about our Xero Training?

Our other Xero Training Courses

Xero Training for Charity

Xero Training for Charity and Non-Profit Organizations provides you with constant real-time insights into the fund and projects you are managing, as well as the overall performance of your organization

Xero Payroll Training

Our payroll training will help you stay up-to-date on the latest changes in payroll rules and regulations, so you can run your business payroll with confidence.

Xero Bespoke Training

In addition to our standard Xero training courses, we also offer Xero bespoke training. Bespoke courses can be tailored to specific needs and requirements, using either real or demo organization data

Xero Training for Business Owners

Xero training for business owners provides skills to manage day-to-day bookkeeping. This will help them keep an eye on their bottom line at all times