Xero Training

Overview of courses

Xero is 'beautiful accounting software' and as an accredited Xero training provider we offer a range of Xero training courses to meet your requirements. All of our Xero training is carried out by a Xero Certified Advisor so you can rest assured that we will be able to help you get the most out of Xero. As well as Xero training being carried out by a Xero Certified Advisor they also have practical experience either having previously worked as a bookkeeper or accountant thus ensuring that you are being exposed to best practice not just how to enter data.

Even Learning offers Xero Training Webinars, Xero Training Videos and Onsite Xero Training Courses.

We appreciate that different members of your team may require training on different sections of Xero so we have broken our sessions down into detailed bite size chunks so you can pick 'n' mix your own Xero Training Courses.


All Xero training Power Hours are priced at £40 per attendee on webinars. A discount of 6 for the price of 5 is available when booking all 6 Power Hours.

Prices for Onsite Xero Training Courses are negotiable depending on the number of trainees and travel involved. Please contact us to get a quote.

If you would prefer to watch the Power Hours in your own time or wish to get up and running ASAP then you can have access to all 6 Xero Training Videos for £100.


Watch a preview Buy Xero Power Hour Pack £100


Xero Power Hour
Banking
Session Overview

During this Xero training session we will cover all of the Xero core bank functionalities including one of the most innovative tools of our time 'automated bank feeds'. We will walk you through how to set these up for the different types of bank accounts you may have and the most efficient way to reconcile your bank. If it doesn't reconcile we will also show you how to spot and correct any errors.

Areas Covered
  • Bank feeds

  • Credit cards

  • PayPal

  • Cash Coding

  • Bank Rules

  • Cashbook

  • Bank Reconciliation

  • Errors & Corrections

Payrun/Expenses/Touch
Session Overview

During this Xero training session we will cover the Xero parts that might get the exposure they deserve but can still help you run an efficient operation. We will walk you through how to set these up and the most efficient way to use them.

Areas Covered
  • Payrun

  • Payments/Payslips

  • Expenses

  • Mileage

  • Touch

  • Files

Sales
Session Overview

During this Xero training session we will cover all of the Xero core sales process from raising an invoice, chasing payment to reconciling the money received. We will walk you through how to set up the documents you will need to run efficient credit control whilst sending out beautiful looking documents.

Areas Covered
  • Dashboard

  • Invoicing/credits

  • Repeating invoices/groups

  • Xero network

  • Statements

  • Credit control/email templates

  • Invoice branding

  • Inventory items

Purchases
Session Overview

During this Xero training session we will cover all of the Xero core purchase process from raising a purchase order, posting purchase invoices to making supplier payments. We will walk you through how the new purchase order process works and how to get the most from your shiny new toy.

Areas Covered
  • Dashboard

  • Invoicing/credits

  • Purchase Orders

  • Inventory items

  • Contacts

  • Queries/errors/corrections

Reporting
Session Overview

During this Xero training session we will cover all of the Xero core reports to make sure you are looking at the right data at the right time. There is no point having access to accurate, timely information if you don't look at it. If you want to make better business decisions then we can walk you through which reports to use, why and what they are telling you.

Areas Covered
  • VAT

  • P/L

  • B/S

  • Amending defaults

  • Budget Manager

  • Month end checklist

Settings/Add-Ons
Session Overview

During this Xero training session we will cover all of the Xero core settings to make sure you are aware of how to get the most from Xero. Think of us as a concentrated version of the instructions manual. You get to know about the best bits without the hard work. If you think Xero is awesome then think again as there over 300 add-ons which will float your boat. We will walk you through the add-ons section so you know where to find your next toy.

Areas Covered
  • Users

  • Chart of Account

  • Conversion balances

  • Help

  • Company/financial settings

  • Add-Ons

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