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Advanced Xero Training - Comprehensive Cloud Based Accounting Solution for SMEs

The Only Approved Xero Training Centre in Singapore!

Email: info@charlesmann.com.sg

The duration of the course is 1.5 days with course materials, refreshments and certificate.

 

All Courses are full day, starting at 9.30am until 5.00pm. The cost is inclusive of all course material, refreshments and snacks, and certificate. Course date/venue subject to change if warranted by circumstances.

email: info@charlesmann.com.sg for information 

Course Brochure

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Proud to be

Xero Certified

Training Advisor

Xero accounting is a world leading and fast growing cloud based accounting solution, making the task of bookkeeping easier to manage and maintain. With your accounts securely stored on a Xero cloud server on the internet, the flexibility in accessing and updating records is made easy whetehr using a computer or mobile device.

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Xero is a straight forward and logical bookkeeping software that is cost-effective for any type of business. With importing features made available, it is easy to switch to Xero from other accounting solutions. Designed to be user friendly, Xero is a powerful assistant for businesses to manage finances and related tasks efficiently and conveniently.

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Our one and a half day training course comprehensively covers the complete concepts and features available in Xero, with a fully hands on and exercise filled session, leaving participants equipped with the knowledge to effectively manage finances using the advanced features of the software.

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The training course lasts one and a half day, with the first day starting at 9.00am until 5.30pm, and the second day starting at 9.00am until 12.30pm, and is inclusive of course materials, certificate and complimentary four week post course support and assistance. A wi-fi enabled laptop (not iPad or tablet) is required for this course along with a basic understanding of ICT and the internet.

Course Programme


  • The Fundamentals of Xero
    Advantages of using Xero
    Feature list and overview of Xero
    Comparison with other solutions

  • Complete Setup of Your Xero Account
    Creating your account
    Settings and features of your account
    Inserting essential details
    Tax codes and GST
    Opening balances
    Setting up bank details in Xero
    Creating a custom dashboard

  • Contacts Management
    Contacts creation
    Editing and amending contacts

  • Inventory Management
    Creation of Products/Services inventory
    Inventory adjustment
    Inventory tracking

  • Credit notes, invoices and quotations
    Customising reports with Word
    Customising emails

  • Managing sales, purchases and transactions

  • Managing Fixed Assets

  • Bills payment

  • Applying credit notes to invoices

  • Receiving payments by cash and cheque

  • Scanning receipts and paper documents

  • Reconciliation of Bank Accounts
    Cash coding and bank rules

  • Reports Generation
    Payable reports
    Customising reports
    Custom fields and parameters
    Printing reports
    Merging and moving reports
    Creating management reports

  • Developing budget management

  • Working with multi-currency

  • Case Studies and example scenarios

  • Resolving problematic data

  • Resolving common accounting issues

  • Popular extensions and integrations

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Contact us for in-house training enquiries.



email:info@charlesmann.com.sg 

Course Benefits


Following this Xero accounting training course, you will understand:  



  • How to use Xero as your primary accounting solution

  • What makes Xero a powerful accounting and bookkeeping software

  • The features made available in Xero and how to use them

  • How to import data from your current preferred software



All delegates will receive a certificate, hard and soft copies of course materials and four weeks post course support.

How to Register



  • Online: The easiest, quickest and most convenient method to register for the above course is online, by clicking on the appropriate link in the above table. 
     

  • E-mail: Send us an email at info@charlesmann.com.sg including your name, contact number and title of course you wish to register for. We will then contact you with further details and can confirm your place at the course.

  • email address and title, of course, you wish to register for. We will then contact you with further details and can confirm your place at the course.
     

  • email: info@charlesmann.com.sg and discuss your interest with one of our consultants.

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