Xero Accounting Tech Savvy Small Business CityEast College

Course Outline

*If you work in or own a small business of less than 20 employees or annual turnover of less than $2m, you may be eligible to join this course for FREE.

Funded by the NSW Department of Industry, The Tech Savvy Small Business program supports small business owners and their staff by providing fully subsidised training in targeted courses.*

Xero is an online accounting software that opens up a world of opportunities to streamline the way you manage your business and increase efficiency. As it is cloudbased, it enables you to run your business from anywhere, anytime from any internet connected device – phone, tablet or computer.

Starting out with a new accounting software is always challenging. This workshop will help you customise Xero to your business requirements and provide you with all the basics you will need to run your accounts (including payroll).

In our Xero workshop we give you the skills you need to:

  • Navigate the Xero dash board
  • Set up your xero company accounts from scratch – company settings and customise the chart of accounts
  • Create customer and supplier contact lists
  • Manage purchases and make payments including batch payments
  • Manage sales and receive payments including batch payments
  • Use the bank feed
  • Reconcile bank accounts
  • Manage payroll including adding new employee details
  • Enter payroll calendars and pay items
  • Set up leave entitlements and process pay runs including includes preparing payslips and preparing the batch payment in Xero
  • Prepare end of year procedures including payment summaries.

Important - As Xero is a cloud based accounting program it is important that each student has signed up to Xero (either a full subscription or the trial version, which will last for 30 days) and has access to it, as you will be using the demo company that is provided by Xero

Please bring

• Notepad
• Pen

About the tutor

Sigrid Goerges, a small business owner and registered BAS agent, holds an Advanced Diploma of Accounting and Xero certification. She brings years of hands-on experience mixed with a passion for teaching.

Other information

You will need a unique student identifier (USI) to join this course.

All courses need a minimum number of students to run. If your course does not have enough students it will be cancelled prior to commencement and you will be informed. For your convenience information about class cancellations or changes are made initially via email and SMS, please ensure your contact details are correct.

Assessments are made against units of competency.

This course has no current classes. Please to be notified of vacancies and similar courses.

  • Course testimonials
    A wonderful teacher. She engaged with each one of our individual situations and spent time with me showing me how to deal with some Xero tansactions that I was having trouble with.
  • Course testimonials
    The trainer was very professional, explained at a good pace & ensured that all questions were answered.
  • Course testimonials
    The course was very informative and helpful. I am showing our office accountant a few tricks.