Xero - The Next Steps - ONLINE

14th September 2024

Schedule:
1 day, Sat, 9:30 am - 3:30 pm
Presenter(s):
Price:
$60.00 incl. gst

9th November 2024

Schedule:
1 day, Sat, 9:30 am - 3:30 pm
Presenter(s):
Price:
$60.00 incl. gst

Xero has become the go to in Accounting Systems for small business.  It is recommended that you complete the Xero – An Introduction before this course.  There are tips and shortcuts taught in the Introduction course, that are used again in more depth

Please provide your own device (BYO Device)

Description

Recap and overview the Xero system and the Dashboard.

Look at key settings in Xero.

Bank Accounts and reconciliation - look at how to correct errors and fix matching mistakes.

Sales - look at Quoting and following through to Invoicing.

Upload and attach files to transactions.

Inventory - what is tracked and untracked? and how do I use Xero to manage my inventory.

Fixed Assets - how to set up a fixed asset.

Payroll – A brief overview of payroll navigation and processing.

Reporting including Budget Manager.

This course is subsided by Tertiary Education Commission (TEC) for NZ citizens and permanent migrant adults, their partners on work visas or visitor visas, and refugees. To qualify, registrants should be over the age of 16 years and not currently enrolled in a secondary school. You must provide evidence of NZ citizenship, residency, or refugee status to our staff for sighting purposes.

For Non- Resident students there will be a surcharge of NZD$20.

Please note: All courses need a minimum number to go ahead. If your course does not have enough enrolments, we regret that we will have to cancel and will let you know either by email or text. Courses are usually cancelled, when necessary, 2-3 working days prior to the scheduled start date.

Course Prerequisites

It is recommended that you complete the Xero – An Introduction before this course.  There are tips and shortcuts taught in the Introduction course, that are used again in more depth