Xero Training for Businesses

Payroll, Tips and Tricks or just want to know more. The workshops are just what you need.

Training the end user in making sense of the tools they use to make their day to day processes easier to manage is what we love to do.

Our 2 hour sessions that are targeted at specific areas of how to use Xero are regularly held in our training room in Kalamunda.

Payroll, debt management, customizing, tips and tricks, you are bound to walk away with some new ideas that you can implement straight away.

 

Alternatively we can offer one-on-one training or group training sessions.

 

*prices quoted are excluding gst.

training for businesses in Kalamunda

Follow the Cloud Workshops

These 2 hour workshops held regularly thru the month are the perfect way to stay on top of learning Xero and growing your use of the product.

Whether you want to know basic payroll, tips and tricks or basic user access, our workshops are ideal. Held the 2nd Tuesday and 3rd Wednesday of each month from 9.30-11.30.  Email our office or follow us on facebook to find out when the next workshop is being held.

Bookings are essential as these workshops are limited numbers.

 

This 1 day course is suited to those new or fairly new to Xero. Topics covered in this course:

  • Using Xero day to day
  • Uploading files
  • Source documents into Xero **
  • Branding Invoices **
  • Sales **
  • Purchases / Expenses **
  • Inventory
  • Locations
  • Batch Payments and Deposits
  • Bank Reconciliation **
  • Profit and Loss Report

** these topics are also covered in our After 5 Workshops

   
Upcoming Course Dates:

Available upon request.

This half day course dives deep into Xero Payroll. Topics covered in this course:

  • Setting up payroll
  • Settings and dynamics of Payroll
  • Timesheets **
  • Employee Portal **
  • Processing Payroll **
  • Reports
  • End of year Payroll processing

** these topics are also covered in our After 5 Workshops

   
Upcoming Course Dates:

Available upon request.

This 1 day course is suited to those new or fairly new to QBO Intuit. Topics covered in this course:

  • Using QBO day to day
  • Uploading source documents into QBO **
  • Branding Invoices **
  • Sales **
  • Purchases / Expenses **
  • Locations / Classes
  • Batch Payments and Deposits
  • Bank Reconciliation **

** these topics are also covered in our After 5 Workshops

   
Upcoming Course Dates:

Available upon request.

This 2 hour course is suited to those who have been using Xero for a while and is good to see what is new, what they maybe didn’t know about the program, and basically how to get more out of it. Topics covered in this course:

  • Budgets
  • Reports
  • Customising reports and templates
  • Ideas on ways to improve and streamline parts of your business
  • End of period Processing
  • The Add-on Marketplace
 
Upcoming Course Dates:

Available upon request.

This half day course covers the basic set up steps and how to start using Xero’s Practice Manager. Topics covered in this course:

  • Set up
  • Tasks
  • Jobs
  • Clients
  • Staff Scheduling
  • Time Billing
   
Upcoming Course Dates:

Available upon request.

After 5 Workshops

Our After 5 Workshops are 2 hours – perfect for those busy business owners who can’t escape during the work day. We focus on key topics (marked ** in our Follow the Cloud Workshops) and a Q&A. Click on the headings below for more information and to see the topics covered.

 

Topics covered in this workshop:

  • Uploading files / source documents into Xero
  • Branding invoices
  • Sales
  • Purchases/Expenses
  • Bank reconciliation
Upcoming Course Dates:

Thursday

14th February 2017

Thursday

14th March 2017

Thursday

11th April 2017

Thursday

16th  May 2017

Thursday

13th June 2017

Topics covered in this workshop:

  • Timesheets
  • Employee Portal
  • Processing Payroll
Upcoming Course Dates:

Thursday

16th February 2017

Thursday

16th March 2017

Thursday

13th April 2017

Thursday

18th May 2017

Thursday

15th June 2017

Topics covered in this workshop:

    • Uploading source documents into QBO
    • Branding Invoices
    • Sales
    • Purchases / Expenses
    • Bank Reconciliation
Upcoming Course Dates:

Available upon request.

Other Training Courses & Options

We offer other training courses and training delivery options as detailed below. If you don’t see what you’re looking for, please contact us to discuss your requirements as we can tailor training to suit you and your organisation.

 

This one day course is perfect for unskilled people who have a little knowledge of accounts and have heard of the “cloud” but haven’t really dabbled in it too much. It could also suit someone who has been a stay-at-home mum who now wants to get back into the workforce; and would be great for bookkeepers who have used MYOB or other desktop based applications during their career but now want to update.


This course has been designed to teach participants the day-to-day dynamics of Xero so you could apply for a position doing accounts in a business or for a practice that uses Xero as their accounting software.



Upcoming Course Dates:

Available upon request.

Most businesses find our structured Follow the Cloud or After 5 Workshops convenient and cost effective. However if you would prefer 1-on-1 Training we can provide this.

 

Contact us to discuss your individual needs.

Group Training sessions are a great way for your team to get on the same page and learn together. We can accommodate group training at our Training Centre in Kalamunda or onsite at your premises – whichever suits your needs best.


Contact us to discuss your group training requirements.

Book to attend a course to improve your productivity.

BOOK NOW >