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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.

Xero: Intermediate Course

Xero: Intermediate Course

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Master Xero the easy way and learn all of the time saving features from our Xero-certified accounting expert.

This is a hands-on course. It includes plenty of time to ask questions and try things out for yourself.

By the end of this course you’ll be confident to use Xero’s more advanced features.

✔ An intensive intermediate course that covers Xero’s more advanced features.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.

Please note, post course support is not provided for Xero courses.

What Will I Learn?

The course topics follow on from our Beginners Xero training course.

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

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  • Advanced Contact Management
  • Advanced Bank Reconciliation
  • Projects in Xero
  • Managing VAT & Payroll
  • Advanced Sales Invoice Management
  • Importing Data

Am I Ready For This Course?

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

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

The Training Day

We include everything that you’ll need for a really productive, fun day’s training.

Our One Day Xero courses from 9.30 am to approximately 4:15 pm each day.

We provide a relaxed but focused learning environment and some of the friendliest Xero trainers you’ll find anywhere.

When you book a course with us we include everything that you need for a great day’s training.

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

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  • Setting up and using smart lists
  • Other useful features
  • Adding a user and setting permissions
  • Changing user permissions and removing users
  • Setting up the chart of accounts
  • Using the mobile app
  • Overpayments and prepayments
  • Recording an acquisition
  • Registering fixed assets
  • Depreciation
  • Disposals
  • Budgets
  • Advanced profit & loss reports
  • The balance sheet
  • Other reports
  • Using payment services e.g.Paypal
  • Automating invoice reminders
  • Contacts
  • Sales invoices
  • Purchase invoices
  • Bank Statements
  • Setting up Xero for VAT
  • Checking and submitting VAT returns
  • Payroll settings
  • Employee setup
  • Running a pay run
  • Payroll Reports
  • Setting up projects
  • Recording income and expenses
  • Project reporting

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.