Going the Extra Mile

Bringing People and Business Together with Software Enhanced Strategies

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Xero integration training for your business

Xero is a cloud-based accounting software that connects people with the right numbers and information. For accountants and bookkeepers, Xero helps build a trusted relationship with small business clients through online collaboration. Anytime, Anywhere, on Any Device!

Having your Xero file set up correctly is one of the fundamental keys to this Xero online training course. Clean, accurate data and automated functions make life easier combined with real-time data placing the user in control of your workflow and allows you to plan and track your time effectively.

Flexible Online Training

Online Learning Management System (LMS) login you can access this course anywhere you have Internet, on your phone, tablet or computer.

Training Manuals

Comprehensive manuals with step by step exercises and digital files to cement your practical skills & includes a How to Guide for End of Financial Year.

Instructional Videos

Individual chapter and section videos to assist in your learning including hints and tips from Xero and your Xero Certified Advisor, Melissa Foote.

Revision Exercises

Practical revision exercise and solutions to assist your course progress, learning comprehension and evaluate your skills, knowledge & development.

Units of Study
Getting Started
  • Sign up for a Xero account
  • Sign up for a trial organisation
  • Access the Demo Company
  • Navigate between the Demo Company and your trial
  • Access the help centre
  • Understand how data is imported and exported in bulk
  • Export a CSV file out of Xero and Import a CSV file into Xero.
Bank Accounts

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Receive Money

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Bank Reconciliation

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End Financial Year

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Setting Up
  • Access the general settings page
  • Enter organisation settings
  • Enter financial settings
  • Enter a conversion date
  • Change user access
  • Add users
  • View user activity
Contacts

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Purchases

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Journal Entries

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Assessment

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Inventory
  • Understand the purpose of the chart of accounts
  • Import a chart of accounts
  • Add an account
  • Edit an account
  • Delete / archive an account
  • Update a tax rate
Inventory

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Fixed Assets

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Reporting

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How we do the job

Our Consulting Process

01. Analyse & Create

It’s time to analyse where you’re at and where you want to be. We then identify the best way forward by creating a system and/or program that works for you.

02. Build & Scale

It’s time to get down to taking action and control at all levels of your business. We work with you to build a scaleable and easy to follow system.

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03. Assure & Review

It’s time to review your new system and make sure all staff are following the new program. Allow everyone in your team to be accountable for their additions to your continuous improvement.

04. Celebrate & Rejuvenate

It’s time to celebrate your new found success and freedoms. It’s up to you….. continue to develop based upon what we’ve already taught you or sit back and enjoy that holiday and cocktail whilst your team take control.