Xero Training
- 1 Day
- 20
- Advanced
About the course
ACCOTAX Hive Ltd offers elite Xero training, crafted by Xero-certified advisors with over 15 years of proven expertise in the accounting world.
Immerse yourself in real-world accounting scenarios and master the full spectrum of Xero’s capabilities.
Earn a prestigious certification that reflects true proficiency and elevates your professional standing.
Overview
Embark on a comprehensive learning journey with us to master Xero accounting software from setup to advanced financial management. Our expert-led training combines practical exercises with real business scenarios to ensure you gain confident, hands-on skills in bookkeeping, invoicing, payroll, VAT, and reporting.
You’ll learn how to fully utilise Xero’s powerful features to manage finances accurately and efficiently, preparing you to handle real-world accounting challenges with ease. Our course is structured into clear Focus Areas, each centred on key skills to help you build expertise step-by-step.
Focus Areas
Focus Area 1 – Company Setup & Configuration
Set up your business profile in Xero, define financial settings, and customise the system to match your business needs.
Focus Area 2 – Managing Customer & Supplier Contacts
Add and edit contacts for customers and suppliers, organise account details, and maintain accurate client records.
Focus Area 3 – Customer Account Management
Efficiently manage customer credit terms, account balances, and invoicing history.
Focus Area 4 – Creating & Recording Sales Invoices
Raise, customise, and send professional sales invoices while tracking payments and overdue balances.
Focus Area 5 – Supplier Onboarding & Management
Create new supplier profiles, manage ongoing relationships, and ensure timely data entry of bills and credits.
Focus Area 6 – Processing Supplier Invoices
Enter, approve, and track supplier invoices while managing due dates and payment statuses.
Focus Area 7 – Supplier Contact & Account Updates
Make adjustments to supplier information and maintain up-to-date communication records.
Focus Area 8 – Managing Credit Notes
Create and apply credit notes for customer returns and supplier refunds, ensuring accuracy in account reconciliation.
Focus Area 9 – Chart of Accounts: Structure & Application
Understand the importance of the chart of accounts and how it structures financial reporting within Xero.
Focus Area 10 – Customising Your Chart of Accounts
Edit existing accounts to suit business-specific needs, reporting structures, and analysis requirements.
Focus Area 11 – Creating New Ledger Accounts
Set up new nominal codes and account types for improved control over categorisation and analysis.
Focus Area 12 – Adding & Managing Bank Accounts
Connect bank feeds, manage multiple accounts, and keep records in sync for complete financial visibility.
Focus Area 13 – Recording Bank Transactions
Accurately enter bank payments and receipts, whether manually or via bank rules and imports.
Focus Area 14 – Performing Bank Reconciliation
Learn to match and reconcile transactions with bank statements, ensuring your books stay accurate and compliant.
Focus Area 15 – VAT Configuration & Setup
Set up your VAT scheme, determine reporting periods, and prepare your system for HMRC compliance.
Focus Area 16 – Preparing & Submitting VAT Returns
Generate accurate VAT returns and submit directly to HMRC through Xero’s MTD-compliant interface.
Focus Area 17 – Financial Reporting in Xero
Produce and interpret essential reports, including Profit & Loss, Balance Sheets, Aged Receivables, and more.
Focus Area 18 – Xero App Integrations & Automation
Learn how to connect and optimize third-party apps within the Xero ecosystem to automate workflows, enhance productivity, and streamline your accounting processes.
Focus Area 19 – Introduction to Xero Payroll (Optional)
Explore the basics of payroll setup, employee records, payslip generation, and HMRC submissions via Xero.
Focus Area 20 – Budgeting & Financial Forecasting (Optional)
Create, monitor, and compare budgets and forecasts to support decision-making and financial health.
Ready to master Xero? Book your training session with ACCOTAX HIVE today—just click the button below to get started!
Why Choose Accotax Hive?
- Expert-Led Training by Seasoned Chartered Accountants - Benefit from 15+ years of real industry expertise.
- Hands-On, Practical Training for Job Readiness - Master accounting tasks through real-world scenarios.
- Cutting-Edge AI Tools Enhance Learning Experience - Learn smarter with integrated AI technology support.
- Real Work Placements to Build Experience - Gain invaluable face-to-face practical industry exposure.
- Tailored Career Pathways for Professional Growth - Progress from bookkeeping to senior finance roles.
- Comprehensive UK-Focused Accounting Curriculum -Training aligned with UK standards and compliance.
- Supportive Learning Environment with Expert Guidance - Receive personalised mentorship throughout your journey.
