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Xero Business Essential - Xero 会计商务入门 0629

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Location

Leader Accountancy

3F

528 Compton Road

Stretton, QLD 4116

Australia

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Event description

Description

Prerequisites

The Xero Accounting & Payroll training assumes little or no knowledge of bookkeeping or Xero.

Trainers

Learning Outcomes for Xero Training
• Understand basic accounting knowledge
• Understand day to day operation of Xero
• Understand how to work with an accountant

Time Table

  • 9:00 am - arrival and introductions
  • 9:30 to 11:00 - Xero Accounting Module (part 1)
  • 11:00 am - Morning tea
  • 11:15 to 12:30 - Xero Accounting Module (part 2)
  • 12:30 pm Lunch
  • 1:00 pm to 3:00 pm – Xero Payroll Module
  • 3:00 pm to 4:00 pm - How to Work with Accountant Module
  • 4:00 pm official training finished


Training outline:

/// Xero Accounting Module (3 hours)

• Explore Xero
• What’s the different editions of Xero
• Advantage of Xero
• How to get support from Xero or Leader Accountancy
• How to lodge into a Demo company
• Understand the Xero dashboard and settings
• Web Browser techniques to make the best use of Xero
• How to change who has access to your Xero
• How to lock date in Xero
• Day to day
• Using Xero as a cash book

  1. What’s Chart of Account
  2. Prepare bank feeds and bank statement imports
  3. Use auto coding and bank rules
  4. Conduct a bank reconciliation
  5. Xero split transaction rules
  6. Xero default tax codes
  7. Differences between cash code and AR/AP (invoice/bill)

• Accounts receivable

  1. Quotes
  2. Invoices
  3. Credit notes

• Accounts payable

  1. Paperless and data entry free solutions
  2. Attaching invoices electronically in Xero
  3. Xero batch payments
  4. Private use adjustments
  5. Export sales
  6. Capital Purchases in Xero

• Branding

  1. Customise Xero invoices
  2. Xero Template Emails

/// Xero Payroll Module (2 hours)
• Xero Payroll setup and configuration settings
• Setting up employees in Xero
• 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

  1. Understand the employee portal (this is fantastic!)
  2. Leave requests and approval

• Superannuation setup in Xero

  1. Setting up superannuation funds
  2. Salary sacrifice additional super
  3. Processing monthly or quarterly superannuation payments in Xero

• Preparing IAS / BAS in Xero
• Validate end-of-year payroll information
• Issue payment summaries in Xero

/// Work with Accountant (1 hour)

  1. Things to check before inform your accountant for start working on your file
  2. What accountant should check for you. Sample check list and why
  3. Record keeping


What’s next

Advanced Xero courses:
• Business owner stream
• Accountant profession stream
• Please register your interests on the form provided



About the Speakers

Dylan Zhong

Dylan has 5 years of training expierences in Xero. He also been working as Tax Accountant in Leader Accountancy's business services team.


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Date and Time

Location

Leader Accountancy

3F

528 Compton Road

Stretton, QLD 4116

Australia

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