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Business Booking Details

Payment Of Invoices

For bookings from established businesses, we do not require payment at the point of booking.

We will send you an invoice which you can submit to your accounts payable system.

Purchase Orders

If your employer uses a purchase order (P.O.) system to manage supplier invoices that is no problem.

  • If you already have a P.O. number when booking add it to the PO number box on the booking form, and we will include it on your invoice.
  • If you need an invoice to generate a P.O. number in your accounts system, please book the course as normal and add a note in the PO number box – to be provided
  • We will send you an invoice (without a P.O.) which you can use to generate a P.O..
  • We will then re-issue your invoice with your P.O. included when you provide us with it

PAYMENT METHODS:

You are not able to pay directly online at the time of booking, we issue an invoice for all bookings.

We accept payment either via direct bank transfer or card

Our invoices contain our bank details if you would like to pay by bank transfer and there is also information on how to pay by card.

Please note, if you are using a business card there is a surcharge of 2% to cover the payment processing charges.

Payroll

Payroll

Master Xero payroll the easy way.  Learn the process from set up and new joiners through to leavers and annual submissions.

This is a hands-on course. There is lots of time to try things out for yourself and ask questions.

By the end of this course, you’ll be confident to use Xero’s full suite of payroll features.

✔ A focused one day course that covers all of Xero’s payroll features.
✔ Plenty of one to one attention and time to ask questions.
✔ A friendly expert trainer, small groups, and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

What Will I Learn?

You’ll learn how to use the following features confidently:

  • Setting up your company and employee records.
  • Dealing with adjustments like SSP, SMP, staff loans etc.
  • Producing and printing forms: P32, P45 and P60s.
  • Dealing with the real time information changes (RTI)
  • Dealing with the CIS scheme including setting up sub-contractors

Please note: Xero does not accredit trainer-led training courses and so this is not a Xero-accredited course.

Am I Ready For This Course?

This course assumes that you have either attended our Introduction to Xero course or have practical experience that gives you equivalent knowledge.

The Training Day

Our courses run from 9.30 am to roughly 4.30 pm with refreshments throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities, and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual which covers everything in the course.
✔ Your course exercises so that you can practice at home.
✔ A Certificate of Attendance.

 

Course Details

  • Passwords and housekeeping
  • Navigating within Xero Payroll
  • Company Details
  • Setting up employees’ records
  • Creating payment and deduction types
  • Analysing payroll data by department
  • Entering gross salaries
  • Dealing with adjustments including bonuses, staff loans, staff purchases, etc.
  • Printing payslips
  • Placing employees on hold
  • Updating the payroll
  • Entering SSP/SMP etc
  • Pre-update and post-update reports
  • Payroll summary reports
  • Printing Forms P32, P45 and P60 etc
  • Adding new employees to the payroll
  • Operating the Week1 / Month1 tax code
  • Removing existing employees from the payroll
  • Generating P45s
  • Payroll changes introduced by RTI
  • How to prepare for RTI
  • Automatic deductions from invoices and bills on any browser
  • Set up subcontractors
  • Create CIS suffered report
  • Create payment and deduction statements
  • View monthly return information

Online Training Requirements

To attend this Xero course online, you will need:

✔ Xero on your Windows PC/laptop with a camera, speakers & microphone
✔ A stable internet connection capable of running Zoom
✔ To be a confident computer user and able to use Zoom

If you have access to a second screen, we would encourage you to use it as it improves the experience.