Xero Training Workshop

Have trouble understanding all the numbers and what to do for your business records? Our experienced trainer will provide personal Xero training to suit your needs.

Our senior trainer will not only go through all your Xero settings but also give you a good understanding of the tax and business principles behind the transactions.

Contact us!

Group vs One-to-one

There are two types of the workshops. 

development

Due to the latest COVID outbreak, we will only deliver training through online conference meetings.

Microsoft Teams is our preferred platform. We will also accept the following platform if you can host it:

  1. Zoom
  2. Gotomeeting
  3. BlueJeans
  4. Google Meet
  5. Webex

Make a test call

To make a test call, select Settings and more  Select to see more options  next to your profile picture at the top of Teams and then choose Settings > Devices

Choose Make a test call under Audio devices

In a test call, you’ll see how your mic, speaker, and camera are working. Follow the instructions from Test Call Bot and record a short message. The message will play back for you. After that, you’ll get a summary of the test call, and you can go to your device settings to make changes. 

Notes: 

  • The test call feature is only available in English for now. Additional languages are coming soon.

  • We’ll delete your test recording immediately after the call. It won’t be retained or used by Microsoft.

  • The test call feature is currently only available in Teams desktop app for Windows and Mac.

  • This feature is unavailable for Government High Cloud and Department of Defense tenants using the Teams desktop app for Windows and Mac.

One-to-one training

This will best suit for you if you are starting a business or just move to Xero from other accounting software. Training will spend time to setup your own Xero account and go through setting to suit your business needs. 

Xero Accounting Module (2.3 hours)

  • Explore Xero
  • Day to day
    • Accounts receivable
    • Accounts payable
    • Using Xero as a cash book
    • Branding
    • Inventory
    • Multi-currencies

 

Xero Payroll Module (0.5 hours)

  • Setting up employees in Xero
  • Manage leaves
  • TFN Declaration online lodge to ATO
  • Manage the pay run in Xero
  • Setup Employee portal for Xero
  • Process annual leave and personal-sick leave in Xero
      • Understand the employee portal (this is fantastic!)
      • Leave requests and approval
  • Superannuation setup in Xero
      • Setting up superannuation funds
      • Salary sacrifice additional super
      • Processing monthly or quarterly superannuation payments in Xero
  • Issue payment summaries in Xero or Single Touch Payroll

ATO reporting requirements (0.2 hours)

  • Super and IAS
  • BAS
  • Annual PAYG summary or going to replaced by Single Touch Payroll

Group workshop

This workshop designed for business owner with some knowledge with accounting and what to handle bookkeeping by their own; or accountant only start to learn Xero. 

 

Xero Accounting Module (3 hours)

  • Explore Xero
  • Day to day
    • Accounts receivable
    • Accounts payable
    • Using Xero as a cash book
    • Branding
    • Reporting
      • General reports – introduction
      • Publish and Export
      • Edit template (new and old templates)
    • Inventory
    • Multi-currencies

 

Xero Payroll Module (2 hours)

  • Xero Payroll setup and configuration settings
  • Setting up employees in Xero
  • Manage leaves
  • TFN Declaration online lodge to ATO
  • Manage the pay run in Xero
  • Add allowances
  • Paying a bonus in Xero
  • Adding net deductions to employees payroll
  • Setup Employee portal for Xero
  • Process annual leave and personal-sick leave in Xero
      • Understand the employee portal (this is fantastic!)
      • Leave requests and approval
  • Superannuation setup in Xero
      • Setting up superannuation funds
      • Salary sacrifice additional super
      • Processing monthly or quarterly superannuation payments in Xero
  • Preparing IAS / BAS in Xero
  • Validate end-of-year payroll information
  • Issue payment summaries in Xero or Single Touch Payroll
  • Termination pay (basic)

Xero Certification Exem (1 hour)

Please note the Fast Tracked Xero Advicor Certification only got one chance for each user. You will have to seat in the full online training if you failed the first test. 

    Single Tough Payroll

    Single Touch Payroll (STP), is a new way of reporting tax and superannuation information to ATO. With STP you report employees’ payroll information – such as salaries and wages, pay as you go (PAYG) withholding and super – to us each time you pay them through STP-enabled software.

     

    Ready To Get Started?