Xero Training
“Learn as if you were not reaching your goal and as though you were scared of missing it”
― Confucius
Time to learn
Learn how to perform key transactions, draw performance insights from your financial data and become a proficient user and an asset to your company.
Course Outline
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1. Navigation and configuration
Dashboard, headings and Quick Create
Settings and Tools
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2. Banking
Connecting your bank
Reconcile transactions
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3. Sales Centre: Processing
Types of transactions
Adding customers and products
Inventory (how to load and process)
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4. Expenses
Types of expenses
Adding suppliers
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5. VAT
Setting up VAT
Adding new VAT (agencies and rates)
Preparing VAT returns and recording payments
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6. Accounting
Viewing charts of accounts
Creating/editing charts of accounts
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7. Reports
Running company reports
Customising and saving your reports
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8. Other transactions
Journal entries
Statements
Inventory adjustments
Courses available and prices
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QuickBooks Online
Two-day comprehensive course
R3 500 (excl. VAT)
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Xero
Two-day comprehensive course
R3 500 (excl. VAT)
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PaySpace
One-day basic training including ESS
R3 500 (excl. VAT)
Advice from Xero
Guide to invoicing
Do your invoices go unpaid for ages? There are proven ways to change that. Check out these tips on the art of invoicing.
Pointers for growing a business
Here are some ideas that have helped other owners grow their businesses. See what would work for you.
5 rules for managing small business cash flow
Cash flow management is vital for a growing business. Here are five rules to help you keep cash flow under control.