Xero Training

Taking on a new accountancy system can be daunting, so to make sure you can get to grips with the new software, here at Direct Peak we provide Xero training for total beginners through to experienced payroll administrators, bookkeepers and accountants moving to cloud services. Our Xero training courses are held either at our offices in Market Deeping near Peterborough or at your place of business.

All of the Direct Peak team are Xero Certified Advisors and we only use Xero in-house, so we are using the software every single day. Each attendee who completes the Xero training will earn a free e-certificate upon successful completion.

We offer three levels of Xero Training

Basic Xero Training

For business owners managing Xero yourselves or bookkeepers who are new to Xero software, this course is for you. Our course covers all the major aspects on the cloud accounting software that you need to get up and running and manage your accounts on a daily basis.

Firstly, we will help you set up your organisation on the Xero software, including inputting financial settings and invoice settings. We will make sure you are familiar with the overview dashboard, how to add new contacts and raise quotes, sales invoices and payment services.

We will show you how to set up the bank feeds, complete the reconciliation process and run basic reports, plus add in a few tips and tricks to speed up your work day! Please see the full list of topics covered below:

Organisational Settings Configuration

Financial Settings Setup

Financial Settings Setup

XERO Dashboard Overview and Customisations

Adding Contacts and Utilising Fields

Raising Quotes and Process Overview

Sales Credit Notes and Repeat Invoices

Raising Sales Invoices Without Quotes

Converting Quotes to Sales Invoices

Sales Credit Notes and Repeat Invoices

Raising Purchase Orders

Setting Up Payment Services

Raising Bill Credit Notes

Raising Bills Without Purchase Orders

Converting Purchase Orders to Bills

Using Xero Expenses

Bank Account Feed Setup and Reconciliation

How To Run Basic Reports
Book your Basic Xero Training now

Xero Payroll Course

Aimed at experienced payroll administrators that are new to Xero or business owners that have prior experience of payroll software. Our Xero payroll course will not teach you how payroll works, but rather go through the entire payroll process on the Xero platform. Our training includes showing you payroll setup on xero, adding different pay runs and changing the default holiday settings. We also go over how to connect workplace pensions to xero and show you how to change and update these settings.

We will run through all the processes required to add employees and what to check for, along with the complete pay run process including HMRC RTI and pension filings. Please see the full list of topics covered below:

Payroll Settings Configuration

Discussing and Adding Different Payruns

Changing the Default Holidays

Connecting Workplace Pensions to Xero

Adding items to Payslips

Switching Payroll Providers

Adding Employees and Checklist Tips

Learning the Time Off Feature

Processing a Payrun

Submitting HMRC and Pension Filings

Running Payroll Reports

Learn the Employee Time-Off App Function
Book your Xero Payroll course

Advanced Xero Training

Our advanced Xero training courses are aimed at Bookkeepers and accountants that have a basic understanding of Xero, but need to know how to process more technical transactions. Business owners that have completed the basic training (or already have a good understanding of Xero) and are looking to utilise more of Xero’s features will also benefit from this course.

Advanced training is bespoke and will be tailored to what you need, some examples of advanced training:

  • How to use advanced features such as repeating journals, find & recode, setup the fixed asset register, etc
  • How to tailor reports within Xero to give you the information needed
Book your Advanced xero training

Pricing

Basic Xero Training

£ 99 + VAT

2 Hours
  • Training delivered at Direct Peak’s offices
  • Price per person
  • Additional hours: £50 + VAT
  • Structured training plan
Book Now

Xero Payroll Training

£ 150 + VAT

2 Hours
  • Training delivered at Direct Peak’s offices
  • Price per person
  • Additional hours: £75 + VAT
  • Structured training plan
Book Now

Advanced Xero Training

£ 199 + VAT

2 Hours
  • Training delivered at Direct Peak’s offices
  • Price per person
  • Additional hours: £100 + VAT
  • Tailored training plan
Book Now

Interested? Let us call you.

Resources

Understanding the dashboard

Get to know the Xero Dashboard that displays all of your most important financial information, including money coming in and going out, invoices owed to you and bills you need to pay. Find out how to use the dashboard, customise it, and find shortcuts for daily tasks.

Video walk-through
https://www.youtube.com/watch?v=wUMjDq2lmVY&feature=youtu.be

Support article
https://central.xero.com/s/article/Your-Xero-dashboard

Confirming settings

Here’s where to go to confirm or update that all your contact information, social media links, tax rates, and Xero users are accurate. You can also add your company’s branding to invoices, quotes and other documents here.

Video walk-through
https://www.youtube.com/watch?v=ZkQ_k_tj4O4&t=5s

Support article
https://central.xero.com/s/article/Set-up-your-organisation-s-financial-details

Attaching Files

With Xero Files, you can access your documents from anywhere. Find out how to upload, organise and attach documents to your invoices and quotes.

Video walk-through
https://www.youtube.com/watch?v=0wfeyynCoCM&index=3&list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Support article
https://central.xero.com/s/article/Create-folders-and-add-files

Connecting bank accounts

Xero’s all about making tedious tasks easier so Xero connects straight to your bank so your transactions feed in automatically. Here’s how to set things up.

Video walk-through
https://www.youtube.com/watch?v=7oMZLLr863U&list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ&index=4

Support article
https://central.xero.com/s/article/Add-a-bank-account-or-credit-card-account

Reconciling bank accounts

Once Xero is connected to your bank, reconciling is no longer a chore. See how to find a transaction to reconcile with a bank payment, reconcile multiple invoices or bills with a single item on the bank statement, and transfer money between accounts.

Video walk-through
https://www.youtube.com/watch?v=98mgQvIihsA&index=5&list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ

Support article
https://central.xero.com/s/article/Reconcile-your-bank-account

Creating quotes

Find out how to create and send a professional looking quote to your customers using Xero. You can easily track the status of your quotes and convert them to invoices in just a few clicks.

Video walk-through
https://www.youtube.com/watch?v=ZZkM1e00Kn4&list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ&index=6

Support article
https://central.xero.com/s/article/Create-a-quote#Web

Invoicing customers

Learn about easy-to-use Xero online invoicing to create and send beautiful invoices, and to give your customers the ability to pay you online – which can help you get paid faster.

Video walk-through
https://www.youtube.com/watch?v=_0FZjNwdJRo&list=PLPFqqCF-yvtqKuMYixsYu61DLvuOCndtZ&index=7

Support article
https://central.xero.com/s/article/Invoicing-in-Xero

Creating purchase orders

You can manage your supply chain with purchase orders in Xero. Find out how to create purchase orders and copy them to bills, sales invoices or new purchase orders to save time entering data and keep control of your costs.

Video walk-through
https://www.youtube.com/watch?v=d-9F4gPpCYk&t=3s

Support article
https://central.xero.com/s/article/Create-purchase-orders

Paying suppliers

Xero makes it easy to keep track of your accounts payable and simplify the task of paying your bills. See how to pay bills individually or in batches, and set up repeating bill payments.

Video walk-through
https://www.youtube.com/watch?v=sh_udsFPtd0&t=13s

Support article
https://central.xero.com/s/article/Add-and-approve-bills

Expenses

Xero Expenses helps you reduce the hidden costs of processing expense claims by giving you simplified workflows, powerful control, and integrated accounting – all inside Xero.

Video walk-through
https://www.youtube.com/watch?v=Yuf9Ivojq_Y&feature=youtu.be

Support article
https://central.xero.com/s/article/About-expense-claims

Managing Projects

Xero Projects is a simple way to track the time and money you spend on each job. Find out how to create a project, add time and expenses, invoice the project, and monitor its profitability.

Video walk-through
https://www.youtube.com/watch?v=c80zgEjsSx4&t=15s

Support article
https://central.xero.com/s/article/Manage-your-projects-subscription

Connecting apps

Have a look at Xero’s app marketplace and how it’s got tools that integrate with Xero to help you run your business even more efficiently. Tools like point of sale software that sends your sales information automatically to your accounts in Xero or time tracking or inventory software that connects with Xero seamlessly.

Video walk-through
https://www.youtube.com/watch?v=IBxybDU-Rns&t=12s

Support article
https://www.xero.com/marketplace/s/app-functions

Choose resources

We’ve brought together helpful walk-through videos and support articles for you to share with each of your new Xero clients at the time that works best during your set up process with them.

All video walk-throughs
Xero Central support article catalogue

To take a more customised approach, select the individual articles and videos to share from the list below. There’s a description with each that you can copy and use – they’ve been written with new Xero users in mind.

Look Inside

Discover what Xero can do for you

Essential Xero features

Time to learn about the features you’ll use regularly in Xero, and see how they make managing small business finances easier than ever.

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