The Xero Accounting & Bookkeeping bundle is your ultimate guide to mastering the ins and outs of Xero. With this bundle, you'll unlock the secrets of efficient Accounting and bookkeeping practices. From managing bank accounts to handling VAT returns, every aspect of Accounting and bookkeeping is covered. By the end of the course, the world of Accounting and bookkeeping will be at your fingertips, empowering you to make informed financial decisions.
The bundle is delivered through Janets’ online learning platform. Access the bundle content from any internet-enabled device whenever or wherever you want to. The bundle along with its exam has no formal deadlines, meaning you are free to complete the course at your own pace.
Course Curriculum:
Introduction
Getting Started
- Introduction – Getting Started
- Chart of Accounts
- Adding Bank Accounts
- Demo Company
- Tracking Categories
- Contacts
Invoices and Sales
- Introduction – Invoices and Sales
- Sales Screens
- Invoice Settings
- Creating an Invoice
- Repeating Invoices
- Credit Notes
- Quotes Settings
- Creating Quotes
- Other Invoicing Tasks
- Sending Statements
- Sales Reporting
Bills and Purchases
- Introduction – Bills and Purchases
- Purchases Screens
- Bill Settings
- Creating a Bill
- Repeating Bills
- Credit Notes
- Purchase Order Settings
- Purchase Orders
- Batch Payments
- Other Billing Tasks
- Sending Remittances
- Purchases Reporting
Bank Accounts
- Introduction – Bank Accounts
- Bank Accounts Screens
- Automatic Matching
- Reconciling Invoices
- Reconciling Bills
- Reconciling Spend Money
- Reconciling Receive Money
- Find and Match
- Bank Rules
- Cash Coding
- Remove and Redo vs Unreconciled
- Uploading Bank Transactions
- Automatic Bank Feeds
Products and Services
- Introduction – Products and Services
- Products and Services Screen
- Adding Services
- Adding Untracked Products
- Adding Tracked Products
Fixed Assets
- Introduction – Fixed Assets
- Fixed Assets Settings
- Adding Assets from Bank Transactions
- Adding Assets from Spend Money
- Adding Assets from Bills
- Depreciation
Payroll
- Introduction – Payroll
- Payroll Settings
- Adding Employees
- Paying Employees
- Payroll Filing
Vat Returns
- Introduction – VAT Returns
- VAT Settings
- VAT Returns – Manual Filing
- VAT Returns – Digital Filing
Next Steps and Bonus Lesson
Method of Assessment
To successfully complete the bundle, students will have to take an automated multiple-choice exam. This exam will be online and you will need to score 60% or above to pass the bundle. After successfully passing the Course exam, you will be able to apply for a certificate endorsed by the Quality Licence Scheme, which is a highly recognised brand in the education sector.
To verify your enhanced skills in the Xero Accounting & Bookkeeping, we recommend that you also complete the assignment questions. These can be completed at any time which is convenient for yourself and will be assessed by our expert tutors. Full feedback will then be given on your current performance, along with any further advice or support.
Certificate of Achievement
Endorsed Certificate of Achievement from the Quality Licence Scheme
Once the course has been completed and the assessment has been passed, all students are entitled to receive an endorsed certificate for the course. This will provide proof that you have completed your training objectives, and an endorsed certificate can be ordered and delivered to your address for FREE. Please note that overseas students may be charged an additional £10 for postage.
Disclaimer: This self-paced course aims to improve your knowledge and understanding of the Xero accounting software. Please note that this training programme is not associated with Xero Limited. Upon successful completion of the course, you will receive a CPD QS certificate, not an official Xero certification.
