Xero

Courses available in Xero


Xero is one of the most popular cloud-based accounting applications available today and is used by a large number of small - medium-sized businesses globally. This is a practical hands on course aimed at providing users with the essential skills needed for working with Xero on a day to day basis and uses real world business simulations in a New Zealand context. Taught by Xero certified advisers who use the software regularly and can point out tips and tricks as well as potential pitfalls.


Intended Audience

Suitable for a wide range of participants including business owners, bookkeepers, accountants, administration staff, those transitioning from different accounting packages, self-taught users who are looking to fill in knowledge gaps and those looking to either return to the workforce or those exploring new employment opportunities.


Prerequisites

Familiarity with using the basic functions of a computer such as navigating the Windows environment, navigating the internet and operating a mouse and keyboard would be an advantage but are not essential. If you don't already have these skills taking a course in Computer Basics first may be beneficial.


Delivery Style

Training is delivered as instructor-led computer-based training in a computer lab to individuals or small groups. Participants will have dedicated access to a modern computer with a large monitor and access to various assistive technologies such as sit stand desks, microdesks and a range of input devices to ensure comfort. Course materials are based on real world examples in a New Zealand context


Learning Outcomes

On completion of this training participants should be able to:

  • Understand and apply basic accounting concepts
  • Launch, navigate and exit Xero
  • Import and modify a chart of accounts to suit specific business needs
  • Enter and modify organisation and financial information
  • Enter and modify customer and supplier details
  • Use the sales feature of Xero
  • Record customer payments using a variety of techniques
  • Use the purchases feature of Xero
  • Make payments to creditors using a variety of techniques
  • Perform a bank reconciliation
  • Produce a range of business related reports
  • Connect Xero to IRD to file GST returns automatically
  • Use the inventory feature for working with tracked and untracked items

Xero is one of the most popular cloud-based accounting applications available today and is used by a large number of small - medium-sized businesses globally. This is a practical hands on course aimed at providing users with the essential skills needed for processing payroll runs and maintaining employee records and uses real world business simulations in a New Zealand context. Taught by Xero certified advisers who use the software regularly and can point out tips and tricks as well as potential pitfalls.


Intended Audience

Suitable for a wide range of participants looking to manage payroll functions including business owners, bookkeepers, accountants, administration staff, those transitioning from different payroll packages, self-taught users who are looking to fill in knowledge gaps and those looking to either return to the workforce or those exploring new employment opportunities.


Prerequisites

Familiarity with using the basic functions of a computer such as navigating the Windows environment, navigating the internet and operating a mouse and keyboard would be an advantage but are not essential. If you don't already have these skills taking a course in Computer Basics first may be beneficial.


Delivery Style

Training is delivered as instructor-led computer-based training in a computer lab to individuals or small groups. Participants will have dedicated access to a modern computer with a large monitor and access to various assistive technologies such as sit stand desks, microdesks and a range of input devices to ensure comfort. Course materials are based on real world examples in a New Zealand context


Learning Outcomes

On completion of this training participants should be able to:

  • Launch, navigate and exit Xero
  • Understand basic payroll related legislation
  • Setup an organisations payroll
  • Work with payroll items
  • Add and modify employee details
  • Enter employee opening balances when transitioning from manual systems or different payroll packages
  • Manage leave requests
  • Work with pay templates
  • Process pay runs
  • Produce payslips and payroll reports
  • Connect Xero to IRD to file PAYE returns automatically

Other Training Available