We have various Xero training options available from 1-2-1 to classroom training. You can find out more below

Xero Level 1 – 10am -4pm £95 + VAT per delegate

Learn how to set up Xero correctly and begin invoicing your customers and recording your costs.

Suitable for those new to Xero or just starting out.

Topics to be Covered:

• Overview of Xero and understanding the Dashboard
• Settings menus
• Sales – customer invoices and credit notes
• Purchases – Supplier invoices and credit notes
• Expenses – handling staff expenses

Xero Level 2 – 10am -4pm £95 + VAT per delegate

Learn how to post transactions to and from the bank account and perform bank reconciliation. Also includes payments to/from Directors’ Loan Accounts; Sole Traders; Credit Cards and Petty cash.

Topics to be Covered:

• Bank Feeds
• Importing bank statements
• Ledger payments/non-ledger payments
• Bank Rules
• Cash Coding
• Bank Reconciliation

Suitable for those new to Xero, just starting out or experienced users.

Xero Level 3 – 10am -4pm £95 + VAT per delegate

On the level 3 we dive into fixed assets and the Chart of Accounts. You will soon be changing information on mass and you’ll gain a better understanding of VAT codes.

• Tracking System and income channel analysis
• Tracked Inventory and it’s effects on the profit and loss
• Depreciation of fixed assets
• Customisation of reports
• Previous experience is not essential but basic experience will help.

Xero Level 4 – 10am – 4pm £95 + VAT per delegate

A real analysis of data in your Xero

• Understanding tracking
• Project and their links with sales, payroll and purchases
• Filters, customisation and report management

Basica experience of the software will help

 

1-2-1 Customised Training

Prices start from £225 + VAT for a 3-hour session. See our Pricing Page for further details. Please call us on 0161 850 3355 to arrange a free consultation or email on training@cosbookkeeping.co.uk

Dates

Courses run through the year. Please see our events page for more details