Xero training course in singapore is a comprehensive course for users to learn the steps required to operate the full scope of Xero Accounting Software.
This course is in high demand post COVID as many companies choose to use cloud accounting software so their employees can access the system outside of office.
Let our experts run through the day to day processes and guide you how how to maximize productivity through xero’s innnovative features. For example, xero allows bank transactions to feed directly into Xero giving businesses an instant up-to-date view of their cash flow without reference to their hardcopy bank statements.
The Xero training course consists mainly of the following modules:
Module 1: Setting up your company database
Creating account codes and chart of accounts
Entering in Account Opening Balances as per latest accounts
Entering in Customer , Supplier and Fixed Asset Opening Balances
Entering Unpresented Cheques brought forward from previous period
Entering Inventory Opening Balances
System default settings for Invoice, PO, Quotation Prefixes
Setting Up Customer Contact List
Setting Up Supplier Contact List
Email address to store xero documents in folder
Module 2: Banking
Setting Up Bank accounts
Receiving money-Direct payment, overpayment and prepayment
Spending Money- Prepayment, Direct payment, overpayment
Assign expenses to a customer- Billable expenses in sales overview
Transferring money between accounts
Tracking petty cash expenses created using bank account type
Reconciling your bank accounts
Enable mark as reconciled for bank accounts
Module 3: Sales
Entering Invoices
Entering Quotations
Entering Repeat Invoices
Online payment invoices
Entering Credit Notes
Copy Contents to New Invoice
Saving As Draft and Approval Function
Sending Statements
Setting Up Invoice Reminders
Receiving payments
Batch deposit for Outstanding Invoices-Customer online payment
Invoicing by Xero to xero network
Setting up PEPPOL E-invoicing in Xero
Module 4: Purchases
Entering supplier Invoice
Receiving bills by xero to xero network
Entering Repeating Bill
Entering Credit Note
Entering Purchase order
Saving As Draft and Approval Function
Copying Purchase Order to a Invoice or Supplier Bill
Paying bills
Export batch file for your bank
Email remittance advice
Schedule payments
Create and record bill from supplier email
Module 5: Inventory/Products & services
Creating items
Making inventory adjustments
Sell, Purchase, Inventory -items
Entering inventory information
Setting item sales and purchase price
Module 6: Foreign Currencies
Setting up multiple currencies
Exchange rates linked to xe.com
Setting exchange rate for specified period
Tracking realised and unrealised currency gains and losses
Module 7: Transactions & Journals
Finding a transaction using the search function
Changing or deleting a transaction
Manual Journals
Setup 2 step authentication for security purpose
Configuration Of user access levels
Module 8: Fixed Assets
Setting depreciation expense and asset accounts
Entering Fixed asset details and start date
Linking Of Gain/Loss on Disposal Accounts
Additions Of Fixed Assets-Purchases, spend money & expense claims
Disposal Of Fixed assets
Recording and processing Of Depreciation
Rolling back of depreciation
Printing Fixed Asset Reconciliation Report
Printing Of Depreciation schedule
Module 9: End of period procedures
Printing Of Bank reconciliation report
Debtors Ageing Report
Creditors Ageing Report
Balance sheet
Profit and Loss
GST Tax Report
Module 10: Expense claims for staff(Module under optional extras for Xero)
Adding Receipts for business expense claims under employees name
Uploading files for Expense claims
View Expense Claims summary report
Claims awaiting Authorisation
Claims awaiting payment
Our Xero training course will be conducted by a trained accountant and will include post training after sales support.
Kindly contact us to find out more information on details and course schedules.
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