Xero 101- Introduction
2 hours
$199.00
Designed for new users either prior to or just after conversion.
ONLINE GLOBAL TRAINING - We are happy to cover these online courses at alternatives times in
order to suit better with global time zones. Please contact our presenters by emailing
train@trainingandbeyond.co.nz to organise a more suitable training session. Please let us know your
location and time zone so our presenters are able to assist with booking you in on an alternative
webinar.

Thu 12:30 PM - 2:30 PM NZDT
Online
Presenter: Cathrine Ireland
$199.00 excl GST
Register
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DESCRIPTION
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Introduction to Xero and web based software
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Dashboard
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Navigation
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Debtors module
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Creditors module
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Customer database
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Importing of Bank transactions
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Spend money
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Receive money
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Split money payments
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Transfer of funds
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Help window
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Basic searches
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Bank reconciliation
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Introduction to Reports - navigation
Xero 202 Intermediate
2 hours
$199.00
Designed for intermediate users who have used Xero for approximately one month.
DESCRIPTION
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Solving isssues
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Bank reconciliation not balancing
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Paid incorrect invoice
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When to approve invoices and expenses
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Set up of repeating tasks
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Publishing reports
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Security settings
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Locking periods
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Conversion checks
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Searching options in Xero
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Credit notes
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Xero 4 U
2 hours
One on one training
DESCRIPTION
2 Hours personal session

one on one training

Designed around User requirements
Xero Set up and Conversion
1. Organisation and Financial Settings
2. Set up bank account and bank feeds
3. Importing Data into the ledger
4. Conversion Balances
5. Users and Permissions
6. Chart of Accounts
7. Invoice branding
8. Tax rates
$250.00
Xero for Beginners
This course has been designed for anybody who is new to Xero or has limited experience on Xero. It is
an interactive course with computers and runs regularly
1. Xero Basic’s
2. The Dashboard and Navigation
3. Reconcile Bank Accounts
4. Transfer Money
5. Deleting transaction
6. Intro to Receivables and Payables
Accounts Receivable and Payable
This course is designed for anyone who wants to maximise the invoicing functionality of Xero.
1. Creating sales and purchase invoices
2. Printing and E-mailing invoices
3. Receipting/making full and partial payments
4. Under and overpayments
5. Invoice personalization
6. Utilising inventory items
7. Editing/Voiding Invoices
8. Creating credit notes Credit notes
9. Receivable/Payable reports
Xero as a Business Function
This course shows you how to utilise core features of Xero to perform multiple functions within the
business.
1. GST returns and Audit reports
2. Bank rules
3. Contacts Management
4. Spend and receive money
5. Expense Claims
Xero as a Business Development Tool
This course shows you how to track your business performance and improve credit control using the
tools within Xero.
1. Credit Control via effective use of reports
2. Sales reports how is the business tracking
3. Contact Groups
4. Trending via the cashflow and other reports
5. Programs that integrate with Xero
This includes:
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The Xero dashboard
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Reconciling bank accounts
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Under/over payments
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Part payments

Receivables and payables
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Creating, editing and voiding invoices
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Bank rules

Expense claims

Adding and editing contacts

Reports in Xero
Xero 101 - for End Users
This basic 4 hour course is suitable for any users new to Xero who want to learn how easy it is to set up and use
Xero online accounting software for day-to-day financial processing and reporting, or existing users who feel they
could benefit from some more in depth training in the best day to day use of the system.
Designed to empower you with the skills you need to carry out your essential accounting processes, this course
will show you how easy it can be to stay on top of your transactions daily and know exactly where your finances
are at, thus enabling you to make better business decisions every day.
This course covers the following topics:
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Navigating the Dashboard
Setting up your General Ledger
Setting up Customer and Supplier contacts
Enter Sales and Customer Payments
Enter Purchases and Supplier Payments
Other types of transactions (including how to copy, void and set up repeating transactions)


Completing Daily Bank Reconciliations
Prepare your GST Return
Duration:
4hours
Inclusions:
Certificate on completion and appropriate catering provided
Cost:
$299.00 (excl GST)