Xero Training Advanced Level 2
Requirements
- There are no entry requirements for the Xero Advanced Training. However, we recommend you complete Xero Level 1 in order to complete Level 2.
Enrolment validity: 30 days
Material Includes
- Comprehensive two Case Studies
- High Quality Video tutorial
- Access to a personal tutor support
- Dedicated student support
- Assignment marking and feedback by a Xero Certified Advisor
- A recognised Xero certificate on completion
- Free CV review and free job-hunting tips
- Professional job reference
- Free career advice by an industry expert
About Courses
The Xero Level 2 Course at TaxCare Academy builds on foundational skills with more advanced features of Xero. You’ll learn to customise settings, manage journal entries, handle cash sales, and use source documents. The course also covers advanced bank reconciliation and automation, along with generating detailed management reports like Profit and Loss, Balance Sheets, and Inventory. This hands-on training is perfect for those looking to enhance their accounting capabilities and streamline financial processes using Xero.
Tutor Instructions:
- Please download the case study and read it through.
- Understand the requirements and make necessary notes and
- Now watch the videos and follow the instructions.
- You need to create a new email ID in order to sign up free trial.
- If you require further support, contact your tutor at info@taxcareacademy.co.uk
What Will I Learn?
- Unique practical business case studies and work-based scenarios
- Online lectures design and delivered by a professional accountant.
- Personal Tutor Support
- Assignment marked by a Xero Certified Advisor.
- CPD verifiable certificate
- Claim 6 CPD points
- Access to Xero software
- Employer Reference Letter 100% applicable at workplace
COURSE CONTENT
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.