As happy as we are to provide Bookkeeping services to our clients, sometimes they would like to know how to use Xero themselves or maybe they've outgrown our services and would like to have a member of staff trained to use the software, so for this reason we offer Xero Training sessions.

Once you've completed these, you will be able to complete the Xero certification.

​

 

During these sessions we cover the basics and show you how to do the following;

Stage 1

• Generating Customers Invoices

• Compiling & Sending Customer Statements

• Creating Account names, Numbers & Bank Payments

• Financials

• Bank Reconciliations

• Generating Product Invoices & Credit Notes

• VAT Changes

• Creating Customer Receipts & Purchase Invoices

• Supplier Payments

• Monitoring Customer Activity

• Generating Reports & Information

​​

Stage 2

• Creating supplier records

• Using Tracking categories

• Creating Mortgages within Xero

• Checking data

• Generating customer records

• Performing routine reports

• Summary of the XERO course

• Registering supplier invoices

• Fixing opening assets, liabilities, and capital balances

• Preparing printing a trial balance, and listing opening balances

• Posting error corrections and amending records and checking communication history

• Banking, payments, producing statements, and petty cash

• Reconciling debtors, creditors, audit trails, and correcting basic entry errors

• Invoicing, generating customer letters, introducing new products, 

• Preparing journals

• Creating sales credit entries

• Verifying Audit Trail

• Writing-off bad debts

• Purchase orders and processing sales orders

• Processing Trial Balance

• Creating Backups

​