The topics covered in this course include:
⦁ Navigating Xero
⦁ View chart of Accounts and tax codes
⦁ Understanding Bank feeds
⦁ Reconcile your bank feeds using Bank Rules
⦁ View bank rules
⦁ Discuss bank feeds
⦁ Reconcile your bank feeds using Transfer
⦁ Reconcile your bank feeds using Create
⦁ Cash Coding feature
⦁ Find your Bank Account Transactions
⦁ Bank Reconciliations
⦁ Prepare a Sales Invoice
⦁ Email Sales Invoice
⦁ Amend Sales Invoice
⦁ Sales overview and outstanding Invoice
⦁ Reconcile Debtor Payments
⦁ Reconcile Debtor Part Payments
⦁ Amend Payment Receipt
⦁ Automate debtor recovery emails – Email reminders
⦁ Create Email template
⦁ Create and send statements
⦁ Customer Record keeping Xero
⦁ Debtor Reports
⦁ Extract Debtor Reports to Excel
⦁ Customer returns and credit notes
⦁ View or edit Products and Services
⦁ Inventory Reports
⦁ Create Supplier Contact Card
⦁ Enter Supplier bills
⦁ Batch supplier payments
⦁ Reconcile Individual supplier payments
⦁ Find and Match Supplier payments
⦁ Supplier Payments by cheque
⦁ Supplier Statements
⦁ Credit note
⦁ Cash refund credit notes
⦁ Supplier credit note
Successful completion of this course will enable you to:
The course is only available for current or prospective Premier Tax & Bookkeeping (PTB) independent contractors for the preparation of income tax returns and BAS.
To enrol literacy and numeracy levels sufficient to undertake the course, good computer skills and access to a computer with a reliable internet connection are required.
For this a part time blended mode course where attendance at a 2-hour per week video conferencing lecture for a period of four weeks is required. An additional 4 hours per week of study outside of your video conferencing lecture is required for skill development and completion of practical exercises using Xero.
The workshops are delivered by highly experienced Bookkeepers and Registered BAS Agents, who have over 20 years of experience in the bookkeeping industry. The lecturers’ profile can be accessed by clicking on Lyn Square and Jodie Cowling
This course is designed to develop independent learning and requires use the available reading materials, Xero help sections and relevant ATO websites before attempting the learning and skill development exercises.
Once exercises have been completed you are able check the correct answers provided in your online course portal or if you have difficulty understanding answers contact the tutors for support.
$300 excluding GST
Xero software is provided until 30 June 2021 and included in the course fee above.
Electronic reading materials are included in the course fee and course content is accessed via our online student portal. Additional resources, learning materials and classroom recordings are also available at no cost.
In this course you will be provided with real life business transactions and scenarios and asked to complete electronically and submit the following using Xero.
- Bank reconciliation report
- Accounts payable reports
- Accounts receivable report
- Profit and loss statement /li>
- Balance sheet
- Trail balance
On satisfactory completion of the workshops, you will be provided with a Workshop Completion Certificate. This Certificate outlines all components covered in the workshops.
This is an industry based practical skills course with no links to nationally accredited units and/or qualifications
|Batch||Start date||Start date||Class Time|
|Xero BKE1||Saturday, 13 February 2021||Saturday, 6 March 2021||9.00am- 11.00pm|
|Xero BKE2||Saturday, 13 February 2021||Saturday, 6 March 2021||1.00pm -3.00pm|
|Xero BKE3||Saturday, 13 February 2021||Saturday, 6 March 2021||6.00pm- 8.00pm|
|Xero BKE4||Sunday, 14 February 2021||Sunday, 7 March 2021||9.00am- 11.00pm|
|Xero BKE5||Sunday, 14 February 2021||Sunday, 7 March 2021||1.00pm -3.00pm|
|Xero BKE6||Sunday, 14 February 2021||Sunday, 7 March 2021||6.00pm- 8.00pm|