Xero Accounting Essential - CPD Accredited - Jobs and Recruitment on reed.co.uk, the UK's #1 job site

Xero Accounting Essential – CPD Accredited


Set up the cloud-based Xero accounting system easily and quickly by following the expert guidance in this online course. Xero simplifies the accounting process to save time and money. It keeps all your financial dealings in one place – the cloud – including sales, purchases, quotes, purchase orders, banking, budgets, reports, taxes and payroll. It deals in multiple currencies and works with more than 800 third-party apps. Xero automatically imports your bank, card and Paypal transactions, and automates invoices. It helps you manage your workload more efficiently and increase productivity. You will learn all about this and more in our online course. We will walk you through how to set up your Xero account and input your details to have all your financial transactions in one place and available at any time. KEY COURSE BENEFITS: Lifetime access – No time limits – Study at your own pace Internationally-recognised CPD accredited course Start learning straightaway from any laptop or mobile device in any country Immediate certificate download when you complete the course

SKU: 275142 Category:


Accounting and finance_Accountancy


Do you run a business but spend too many hours poring over the accounts? Would you love a career change adventure in a high-growth, in-demand job? Would you like to use Xero to its full potential to seriously help your business?

You need to learn about cloud-based SaaS Xero accounting software, which simplifies business finances.

How do I set up Xero? It has so many features, where do I start?

By asking the expert.

You’re the very reason we teamed up with accountant and Xero expert Simon Gawn to compile this course. With his help, you will have your Xero account up and running quickly and efficiently.

What does Xero accounting software do? Be able to:

  • Set up a Xero account and find your way around the dashboard
  • For new clients, know how to add Xero account to the system and also know how to delete Xero account
  • Add sales invoices, bills and expense claims
  • Add your bank accounts to Xero so you can monitor your transactions and financial status in real-time
  • Automate invoices so they are sent out on time. The sooner clients receive an invoice, the faster they will pay it
  • Set up your payroll, pay run and timesheets
  • Run and publish many financial reports
  • Use other handy features such as:
    • creating budgets
    • working in multiple currencies
    • using fixed assets
    • sharing access in Xero with your work colleagues
    • Seeing how to give accountant access to Xero

If you are ready to use Xero to free up your time to do the job you love, start this course now.

How is the Xero Accounting Essentials course assessed?

There is a short multiple-choice exam at the end of each module for you to take and you’ll know your score immediately.

By studying Accounting online with IOA, you do not pay an extra fee for sitting an exam or have to wait for a set date to sit an exam.

Will I get a certificate?

Yes, those who successfully complete the exams will be awarded the PDF Xero Accounting Essentials Certificate. (Already included in price)

You can also get the hardcopy ICOES certificate for a small fee to cover printing and posting.

Xero Accounting Essentials Course Syllabus

Module 1: Getting Started With Xero

  • 1.1. Meet your tutor, accountant and Xero expert, Simon Gawn
  • 1.2. Course overview and first steps
  • 1.3. Setting up your company
  • 1.4. Your Xero dashboard
  • 1.5. Chart of accounts
  • 1.6. Your products and services
  • 1.7. Branding your invoices

Module 2: Invoices, Bills, And Expenses

  • 2.1. Adding a sales invoice
  • 2.2. Adding bills to pay
  • 2.3. Credit notes
  • 2.4. Other features on bills and invoices
  • 2.5. Expense claims

Module 3: Bank Accounts

  • 3.1. Introduction to bank accounts
  • 3.2. Bank reconciliation – Matching
  • 3.3. Bank reconciliation – Transfers
  • 3.4. Bank reconciliation – Create transactions
  • 3.5. Bank rules
  • 3.6. Cash coding

Module 4: Payroll, Other Features And Settings

  • 4.1. Setting up payroll with Gusto
  • 4.2. Find and replace function
  • 4.3. Manual Journals
  • 4.4. Budget manager
  • 4.5. Fixed assets and depreciation
  • 4.6. Multicurrency

Module 5: Reports

  • 5.1. Reports overview
  • 5.2. Running and publishing reports
  • 5.3. Custom reports
  • 5.4. Tracking