Take your Xero skills to the next level
This Advanced Xero training course will prepare bookkeepers and business owners to attain a strong command of the various functions of this versatile Xero Accounting Software package.
The Xero Advanced training course in Perth is designed to build on the introductory skills of from the Xero Accounting & Payroll course. Students will learn how to take advantage of the many advanced features aimed at enhancing productivity. This course is ideal for accountants, bookkeepers and business owners who want to expand their knowledge of Xero Accounting beyond the basic functions.
Applied Education is an approved training provider with Xero in Perth. Visit the Xero website for further details.
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Learning Outcomes Xero Advanced Training Course in Perth
The Xero Advanced training course in Perth focuses on the following areas;
Customisation
- Customising Xero Invoicing, Quotes & Templates
- Use Microsoft Word to edit, add and remove fields
- Create custom “quote” templates in Xero
- Create custom emails for quoting and invoicing
- Review of popular extensions for Xero
Integration with Apps
- Using Workflow Max Xero Add-in or Geo-op Xero Add-in including auto linking of the applications for connecting staff time sheets, invoices and more then transferring this data to Xero.
Financial Administration
- Expense reimbursements
- Linking and capturing paper based transaction documents (invoices, receipts) to Xero using scanned images or mobile phone camera use the Xero App or email.
- Making use of auto posting/reoccurring transactions
Asset Register and Full Depreciation Schedules
- Asset register administration in Xero
- Making use of the Xero asset register and depreciation function to automatically post deprecation entries
- Xero automatically flagging new assets for depreciation that are posted to Fixed Assets
- Straight Line and Reducing Balance depreciation calculations in Xero and journals ready for monthly posting in seconds!
- Year-end procedures in Xero
Reporting
- Importing and exporting data including mail merge via word and outlook
- Using csv files, excel to quickly update, append or add items, chart of accounts and customers and suppliers
- Create Xero reports and layouts specific to the business needs
Xero Advanced Payroll and Xero Salary Packaging
- Salary Packaging in Xero – Motor vehicles and FBT obligations
- Superannuation Salary Sacrifice in Xero
- Advanced Payroll functions
- Timesheets in Xero
- Payments summaries and lodgement of Xero reports to SBR
The Xero Advanced training course in Perth utilises learning materials that are packed full of high quality content, step-by-step instructions with visuals and plenty of practice exercises offering exceptional value to the participant.
Prerequisites
The Xero Advanced training course in Perth assumes some basic operating knowledge of Xero which can be gained from the Xero Accounting & Payroll course. It would also be beneficial to have a general understanding of personal computers and the Windows operating system environment.
Detailed Xero Tutorials & Training Manual
Learning Outcomes
At the completion of this Xero Advanced Online Training, participants will have covered:
- 1-0 Xero Using Demo Company (1:12)
- 2-0 Xero Custom Emails (3:43)
- 2-1 Xero Themes (2:00)
- 2-2 Xero Themes in Microsoft Word (8:08)
- 3-0 Xero Workflowmax (5:50)
- 4-1 Xero Auto Posting Transactions (1:45)
- 4-2 Xero Auto Reversing Transactions (1:47)
- 5-1 Xero Regions (3:25)
- 6-1 Xero Import Chart of Accounts (3:23)
- 7-1 Xero Opening Balances (6:06)
- 8-1 Xero Expense Claims (4:10)
- 9-1 Xero Asset Register (8:17)
- 10-1 Xero Reporting (6:03)
- 10-2 Xero New Reports (3:25)
- 11-1 Xero Salary Sacrifice Super (2:26)
- 12-1 Xero Salary Sacrifice Car (6:48)
- 13-1 Xero Budgets (3:47)
- 14-1 Xero Attach files to invoices – email files to xero (2:39)
Xero Training Online utilises learning materials that are packed full of high quality content with step-by-step instructions.
Prerequisites
Xero Advanced Online Training assumes an understanding of the topics and concepts covered in the Xero Introductory Online Training. It would be beneficial to have a general understanding of personal computers and the Windows operating system environment.
Course Options
| Options | Dates & Time | Includes | CPD Hours | Price |
| Classroom | 9am to 4pm Visit Perth timetable |
– Tuition – Course manual (hard copy) – 12 months email support – Refreshments & lunch |
6 | $399 |
| Group Training | Times by request Dates by request |
– Options by request – Customisation available |
6 | Contact Us |
| Online Learning | Anytime | – Online platform- Course manual (Electronic copy) – Training software- 12 months email support |
6 | $149 |
Our Trainers – Xero Certified Advisors
Brett Thornett – Xero Certified
Janelle Bruzzese – Xero Certified
Brett Thornett has over 20 years experience each using Accounting Software. At the forefront of Accounting Training Applied Education was one of the first companies in Western Australia to deliver and write these Xero Accounting Training Courses. We pride ourselves on having outstanding accounting knowledge and the software experience to deliver a thorough and comprehensive training course so that students leave having a sound understanding of the Accounting Processes and capabilities of Xero.
Janelle is both a Trainer at Applied Education and a registered BAS Agent. She holds Certificate IV qualifications in both Accounting and Bookkeeping. Janelle is a member of the Institute of Certified Bookkeepers with her own Bookkeeping business providing her clients for BAS and Bookkeeping services.
Register for a Xero Advanced Training Course in Perth
Xero Advanced
$149.00 – $399.00
This Xero Advanced training course in Perth (1 day) is designed to build on the introductory skills of from the Xero Accounting & Payroll course. Students will learn how to take advantage of the many advanced features aimed at enhancing productivity. This course is ideal for accountants, bookkeepers and business owners who want to expand their knowledge of Xero beyond the basic functions.
Description
This Xero Advanced training course in Perth (1 day) is designed to build on the introductory skills of from the Xero Accounting & Payroll course. Students will learn how to take advantage of the many advanced features aimed at enhancing productivity. This course is ideal for accountants, bookkeepers and business owners who want to expand their knowledge of Xero beyond the basic functions.
Additional information
| Course Start Date | Click here to choose date or learning method, Online Learning and Manual, 15 Jun 2017, 16 Aug 2017, 18 October 2017 |
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40 reviews for Xero Advanced
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Ben –
Excellent I learnt some new useful things.
Craig (verified owner) –
Great course. Dan was very good at explaining complex tasks in a way that made sense. Being Xero Advanced, I was hoping to get some tips and tricks to make my job easier, which is exactly what I received. A must for any bookkeeper or accountant.
John Diss –
very good and picked up lots of tips
Carmen (verified owner) –
I found the Xero Advanced course to be very informative and learnt lots of shortcuts and tips. After using Xero for a short amount time I found this answered all my questions. Definitely a great course if you are using Xero or have clients using this package.
Dianne –
Very informative, learnt many new things. Thanks Dan and thanks for looking into all of my queries.
Sarah –
Very helpful, learnt a lot of new things
Jenny Wann (verified owner) –
Thanks Dan – Learned lots of extra hints and tips that will make Xero even easier to use!
Mandy –
Thanks so much for Dan’s patience. He answered all of the classes questions and there were a lot!!
A great session and I highly recommend the Xero Advanced course.
Thank you very much.
Tee –
Helpful and information. Dan went at an excellent pace will all bases covered.
jing wei –
pretty good
Michael Mansell –
Thanks Dan,
The Xero Advanced course answered a couple of questions that I had about some of company setup details and customisations.
Very helpful.
Sue –
Very informative, learnt many new things.
Gretta Pemberton –
Thanks Dan, was informative Xero Advanced course with learning some shortcuts and tips.
I Highly recommend the course.
Penelope Atherden (verified owner) –
Great thanks
Caris (verified owner) –
Great training, learnt a lot.
Thank you 🙂
Jourdan –
Thanks Dan,
Touches on some of the useful functions that you wouldn’t pick up on during your day to day work using Xero.
Bev (verified owner) –
very interesting and helpful – helped me out with a few items i was having difficulty with
Lidia (verified owner) –
Very helpful – learnt a lot of tips to make my day easier 🙂 thanks
Trudi –
Found the course great and the teachers were great and very helpful,
Drew –
Helpful course
Belinda (verified owner) –
Good facility and instructing. Teacher was very helpful and engaged. Thanks
Haylee –
Very helpful course, learnt lots
Karen (verified owner) –
Helpful. Learnt some new areas. Could have been a bit slower going through processes.
Delay times on own computer, to lecturer’s.
Reading the manual and looking at screen not as quick as lecturer.
Madeleine (verified owner) –
Very good. Small class hence there was lots of time to ask questions and get them answered.
Ben Hon –
Very helpful course.
Trisha Twine –
Very informative session, learned alot, Very happy with the trainer & her knowledge, she could answer all questions and if she did not know she found out before the end of the session.
Angela Docherty –
Course was presented very well, I learned a lot of information regarding Xero that I wasn’t aware of before the Training. The class was definitely worth taking.
Kylie (verified owner) –
Good class size allowed for time to get information on specific areas of interest. Great engagement and discussion throughout the training.
Wendy –
Good course. Lots to learns. Very help tips. Trainer can be a little too quick at times.
Gwen Hughes –
Have a better understanding of Xero now. Lecturer could have been slower in instruction. Too much time spent with individuals workplace problems not related to course.
Jana Rimando –
In depth knowledge overview of Xero advanced. Good course!
Sharon Russell –
Good class size and really informative course. Filled in lots of gaps in my knowledge making my work life so much easier
Karen –
Very informative – lecturer very knowledgeable and answered all questions with confidence
Sari (verified owner) –
excellent presentation and lots to learn! Money well spent!
Jenni (verified owner) –
Course was great, really got value, thanks. Always pick up knowledge from other participants which is helpful as well.
Thelma Galbraith (verified owner) –
Can’t wait to get back in the office and have Xero working to full potential, Facilitator was great on explaining the course to all participants of different levels.
Thelma.
Samantha (verified owner) –
I think my brain just exploded.
A comprehensive guide to a complex product well delivered by a knowledgeable trainer.
Highly recommended
Deborah Allaway –
Informative and professionally presented. Trainer had a good theoretical knowledge of the software backed up with strong technical accounting skills.
Natalie –
Highly recommended for anyone wanting to learn the capabilities and functions of Xero. Found it informative as an accountant. Thanks Janelle!
Natasha –
Informative and very good. Short lesson went from 9am to 2pm. Best for someone looking to know a bit more on advanced tips relating to bookkeeping and the ins and outs of Xero Blue. For an Accountant – it would provide some background on bookkeeping procedures but maybe not as much in regards to differing reporting templates for different business entities. Presenter is very intelligent and knows xero product and add on real well. Thanks Janelle!