Complete Xero Training Course Level 1-3

Xero Courses

What’s in it for you?

Unique practical business case studies and work-based scenarios

Personal Xero expert tutorial support throught your training programme

Online lectures design and delivered by a Xero Certified Accountant.

Assignment marked by a Xero Certified Advisor.

CPD verifiable certificate

Claim 6 CPD points

Access to Xero software and other Xero Courses such as, Xero App Advisory Courses

100% applicable at workplace

Access to Xero Certified Advisory Course

Xero course
overview

Xero training complete course covers very basic to the professional level of bookkeeping and accounting. This package is ideal for anyone who wishes to learn everything of end to end bookkeeping/accounting.

Xero complete training package is designed to bridge the skill gaps between the theories and real life. The real-life scenarios would help you to learn how to use Xero to manage your finances effectively from a very basic to a professional level. 

Course Duration

Up to 3 months but flexible

Study Hours

Approximately 15 hours including tuition hours.

Course Outcome

After success completion of Xero complete package you will receive a certificate from TaxCare Academy. You can also opt onto Xero Certified Advisory course.

Course Content

  • XERO LEVEL 01
  • XERO LEVEL 02
  • XERO LEVEL 03

Introduction

Introduction to Xero and how to sign up for free

Introduction to accounting and how to apply accounting knowledge and skill onto Xero.

Processing with Xero

Process of creating an Invoices

Process of creating credit notes

Processing customer invoice payment

Processing supplier invoice payment

Process of creating bills

Process of returning bills

Process of creating Quotes

Reporting:

Generate various monthly management report using

Generate profit and loss report using Xero

Generate balance sheet and inventory reports

Customisation and Implementation

Xero basic settings and customisation

Registering your company with Xero

VAT settings and tax settings on Xero

Financial settings and user management

Adjust chart of accounts

Add customer and credit control

Add suppliers and supplier payment

Inventory settings

Banking and Control

Bank reconciliation with Xero

Matching and identifying missing

Introduction

➦ Introduction to the course

➦ Introduction to Xero and how to sign up for free

Processing with Xero

Xero basic settings and customisation

➦ Prepare and post journal entries on Xero

➦ Making adjustments on Xero

➦ Account for cash sales and sundry income on Xero

➦ Process customer receipts and refunds on Xero

➦ Process supplier payments and refunds on Xero

➦ Process payments through the bank current account

➦ Process petty cash transactions on Xero

Customisation and Implementation

➦ Set up a Xero accounting system.

➦ Generate and use source documents.

➦ Chart of Accounts Setting and balance transfer using Xero.

➦ How to customise Xero effectively.

Banking and Control

➦ Advance bank reconciliations

➦ Banks rules and automation

Reporting:

➦ Generate various monthly management report using.

➦ Generate profit and loss report using Xero.

➦ Generate balance sheet and inventory reports.

Introduction

➦ Introduction to the course.

➦ Introduction to Xero and how to sign up for free

Customisation and Implementation

➦ Set up a Xero accounting system

➦ Advanced Chart of Accounts implementation on Xero

➦ Generate and use source documents.

➦ Advanced Xero customisation on Xero

Banking and Control

➦ Advance bank reconciliations

➦ Banks rules and automation

Processing with Xero

➦ Enter business transactions using Xero

➦ Prepare and post complex journal entries

➦ Account for a stock valuation on Xero

➦ Account for fixed assets on Xero

➦ Xero prepayments and accruals

➦ Account for bad and doubtful debts

➦ Xero Credit Management

➦ Make end of period adjustments

➦Amend the chart of accounts and generate reports

Reporting:

➦ Generate various monthly management report using.

➦ Generate profit and loss report using Xero.

➦Generate balance sheet and inventory reports.

Who is it for

➦ For any accounting students such such AAT, ACCA, CIMA  looking to bridge the practical skills gaps using Xero

➦ For small business owners already using Xero and strive to do it better

➦ For the restless individuals who are looking for a career change or want to grow within their company

➦ For the dreamers with millions of ideas that don’t know where to start

➦ For professional accountants that are hungry for more and want to be up-to-date on everything relevant in cloud based accounting.

➦ For the go-getters launching their own accounting/bookkeeping business and searching for the tools that will make a difference

➦ For anyone who wish to learn digital accounting using Xero.

Entry Requirements

There is no specific entry requirement to start this course. This course is suitable for anyone who wishes to learn Xero

Progression

After successful completion of Xero basic, advanced and professional training you can move forward to Xero Certified Advisory Courses.

Assessment, Achievement & Grading

Methods of Assessment: 

The methods used for assessment are combination of knowledge based and assignment based. You will be asked to complete some knowledge-based assessment during the course and an assignment needs to be submitted by yourself at the end of the course. You will receive further guidelines once you enrol onto the course.

Achievement & Grading: 

Your competency should be evaluated based on the performance in assessment. Upon successful completion of the exam, the trainees will receive a certificate. There is no grading. You will be evaluated based on the Pass or Fail. The minimum level of qualification for the three units is given below:

Assessment title Passing percentage
Knowledge Based Assessment

Assignment Based Assessment
70

70

Xero Certification

You will receive a certificate after successful completion of the training level. The certificate will bear the value of competency and efficiency in using the Xero. Xero certificate will show the trainees name and full title and an unique number of the qualification. You can also opt onto Xero Certified Advisory Course to receive a certificate from Xero.

What’s Included in the cost of the course

Comprehensive Six Case Studies

A dedicated Xero Certified Advisor

Free CV review and free job-hunting tips

High Quality Video tutorial

Assignment marking and feedback by a Xero Certified Advisor

Professional job reference

Access to a personal tutor support

A recognised Xero certificate on completion

Free career advice by an industry expert

Have a Question?

FAQ

We are here to help you 7 days a week and respond within 24 hours. Plus, you can find most answers to your questions right on this page.

No, you do not need to have any prior bookkeeping knowledge to learn Xero software. Xero is very simple and user-friendly accounting software. 

Yes, you can extend your course by another 3 months with an extension fee.

Yes, we can review your CV and offer you job hunting tips. We also provide reference upon request.

This training programme is real-life job scenario-based training. We do not provide any paid/unpaid job placement. We can provide references to your employer upon request. We do not recommend our students to work for free if you are qualified with the right skills sets. You can contact our career support team to learn how to get into the job ladder.

There is no exam, you are required to submit an assignment using Xero. Your assignment will be marked by a certified advisor and provide you feedback.

Please feel free to call us today to speak to a course advisor.