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Special Executive Batch on Xero Online Accounting.

Special Executive Batch on Xero Online Accounting.

Xero accounting and bookkeeping program knowledge is vital to becoming competitive professionals and securing more jobs. As accounting is shifting rapidly into the digital, including tax submissions directly to your tax office, Xero is one of the leading software to offer a reliable accounting package for all requirements.

By studying at your own pace, whenever you are based, this Xero accounting software course is an ideal starting point.

The lifetime access to this course and no pressuring deadlines allow you to take it at your own pace.

Upon completion of the course you will receive a certificate.

About Xero:

Founded in 2006 in New Zealand, Xero is one of the fastest-growing accounting software cloud companies and it has over 3 million users worldwide.

Who this course is for:

  • You need Xero for your business

  • Your client uses Xero online accounting

  • You want to get Xero certification

  • Students Of Hons/ Masters

  • Those who want to build a career in Account Management Systems.

  • Those who want to do freelancing jobs in account management systems in fiverr & upwork.

  • Those who want to work as virtual accountant in UK or US based company.

  • Someone who owns a company and wants to learn to do Xero bookkeeping by theirself.

  • Accountants or bookkeeping professionals who want to learn Xero.

Course Details-

  1. Date Of Class Starting- 05.01.2023 ( Thursday)

  2. Weekly Three Days- Saturday, Monday & Wednesday

  3. Time- 9.30 PM To 11.00 PM

  4. Course Fee- 1500 BDT

  5. Class Mode- Google Meet.

  6. Total Class-16 Live Class.

Course Outline- Xero Online Accounting

1. Introducing XERO

a. What is XERO? 

b. What are the Features of XERO?

c. What are the Uses of Xero?

d. Learn about Xero Center 

e. Learn about Logins, Access and Pricing of Xero

f. How to Access to the Xero Demo Company? 

g. How to Create a New Organization? 

h. Learn about the Xero Dashboard

i. Learn about the Xero Menus, Icons & Tabs

j. How to get Help & Support from Xero? 

k. How to Operate Xero Files? 

2. XERO Setup

a. Learn about Organization Settings to set up a new company 

b. Learn about Financial Settings to set up a new company 

c. How to Add a Tax Rate? 

d. Learn about Email Settings 

3. Charts of Accounts

a. What is a Chart of Accounts (COA)?

b. What are Account Input Fields? 

c. How to Import a Chart of Accounts in Xero? 

d. Process of Adding an Account

e. Process of Editing an Account

f. Process of Deleting an Account

g. Process of Archiving an Account 

h. Process of Restoring an Account

4. Users 

a. Process of Exporting a Chart Of Accounts from Xero 

b. Learn about User Roles

c. How to Add an User? 

d. How to Edit an User? 

e. How to Remove an User?

5. Conversion Balances 

a. What are Conversion Balances?

b. What is the Conversion Date and the importance of it in Xero?

c. How to Set the Conversion Date? 

d. Learn about the ways of entering Conversion Balances in Xero

e. Learn about the ways of entering Comparative Balances in Xero 

6. Bank Accounts

a. What is Bank Accounts & Bank Feeds?

b. Process of Adding a Bank Account

c. Process of Adding a Credit Card 

d. How to Archive a Bank Account?

e. How to Restore a Bank Account? 

f. How to Create a Spend Money Transaction?

g. How to Create a Receive Money Transaction?

h. How to Create a Transfer Money Transaction?

7. Contacts-

a. Learn about Contacts of Xero 

b. What are Contact Input Fields and how does it work?

c. Process of Importing Contacts 

d. Process of Creating a Contact Group 

e. Process of Adding a Contact 

f. Process of Editing a Contact 

g. Process of Archiving a Contact

h. Process of Restoring a Contact

i. Process of Exporting Contacts

8. Inventory-

a. What is Inventory? 

b. What are Inventory Input Fields and how does it work?

c. Process of Creating an Inventory Item (Untracked)

d. Process of Creating an Inventory Item (tracked) 

e. Process of Editing an Inventory Item

f. What are Opening Balances (Tracked Items) of Inventory in Xero? 

g. How to Export Inventory Items?

h. How to Import Inventory Items? 

9. Invoicing – Sales

a. How to process the Invoice Settings?

b. Get familiar with the Sales Dashboard 

c. What are Invoice States? 

d. What are Invoice Input Fields and How does it work?

e. How to Create a New Invoice? 

f. How to Attach Files to Invoices?

g. Process of Editing an Invoice

h. Process of Copying an Invoice

i. Process of Voiding an Invoice

j. Process of Printing an Invoice

k. Process of Recording a Payment

l. Process of Sending Receipts

m. Process of Searching Invoices

n. What is Repeating Invoices?

o. How to Create a Repeating Invoice?

p. What are Credit Notes?

q. How to Create a Credit Note?


a. What are Quotes?

b. What are Quote Input Fields and how does it work?

c. Process of Creating a Quote

d. Process of Sending, Printing and Deleting a Quote

e. Process of Accepting or Declining a Quote

f. Process of Copying Quotes

11. Purchase

a. Get familiar with the Purchases Dashboard

b. Process of Creating a New Bill

c. Process of Attaching Files to Bills

d. Process of Editing a Bill

e. Process of Copying a Bill

f. Process of Voiding a Bill

g. Process of Recording a Payment

h. What are the ways to Search Bills?

i. How to Create a Repeating Bill?

j. How to Create a Credit Note?

12. Purchase Order

a. Process to Create a Purchase Order

b. Process of Editing or Deleting a Purchase Order

c. Process of Marking a Purchase Order as Billed

d. Process of Copying a Purchase Order

13. Expenses Claims

a. What are Expense Claims?

b. Process of Creating an Expense Claim

c. Process of Editing and Viewing Expense Claims

d. Process of Submitting an Expense Claim

e. Process of Approving an Expense Claim

f. Process of Declining an Expense Claim

g. Process of Paying an Expense Claim

h. How to Search for Previous Claims?

14. Reconciliation

a. What is Reconciliation and the process to do it?

b. Get to know about the Reconciliation Screen

c. What is Cash Coding?

d. What does Bank Statement (Tab) contain?

e. What does Account Transactions (Tab) contain?

f. What is Matching and how to do it?

g. What are Prepayments in Xero?

h. What are Overpayments?

i. Process of Creating Spend and Receive Transactions

j. How to Transfer between Bank Accounts?

k. How to generate Reconciliation Report?

15. Fixed Assets

a. What are Fixed Assets in Xero?

b. What are Fixed Asset Input Fields and how does it work?

c. How to Set Asset Types?

d. How to Set the Fixed Asset Start Date?

e. Process of Creating a Fixed Asset

f. What is Depreciation?

g. How to Run Depreciation in Xero?

h. How to operate Rolling Back Depreciation in Xero?

i. What is Selling And Disposing of Assets?

16. Payrun-

a. How to use payrun in Xero?

b. How to Create Pay Items?

17. Project

a. How to Create a Project in Xero?

b. Process of Creating a Project

c. Process of tasks, Expenses, Invoice

18. Reports

a. What are Reports and how to operate them on Xero?

b. What are the different Common Reporting Functions?

c. What is the way to Save a Report (Draft)?

d. What is the way to Publish a Report?

e. How to Export a Report?

f. How to Create a Budget?

g. How to Import a Budget?

h. How to Export a Budget?