call: 0300 998 3000

We love Xero software.  Xero claim to be the world’s most beautiful accounting platform, which even without a grand amount of competition is not an overreach; Xero has a whole host of other benefits outside of its aesthetic that make it a more than worthwhile investment.

For charities, social enterprises and community interest companies, Xero offers the integrated functionality to streamline your accounting and offer you constant real-time insights into the fund and projects you are managing as well as the overall performance of your organisation.

What is included?

The course provides a complete walk through from checking your initial set-up to reporting in Xero.

  • Organisational and financial settings;
  • Customising the chart of accounts;
  • Customising the Xero dashboard;
  • Setting up products and services;
  • Setting up customers and suppliers;
  • Setting up tracking codes;
  • Entering quotations and sales invoices;
  • Entering supplier invoices and credit notes;
  • Recording customer receipts and supplier payments;
  • Recording non-customer receipts and non-supplier payments;
  • Recording petty cash payments;
  • Bank feeds and reconciling bank transactions;
  • Setting up bank rules, cash coding, etc.;
  • VAT Returns;
  • Exporting data to Excel;
  • Management reports including Aged Debtors, Trial Balance, Profit & Loss, Balance Sheet, etc.

Contact Us

We can use real data or a combination of real and demonstration data depending on your requirement.  This is a full day's training and lasts 6 hours, some clients prefer to split this into 2 hours sessions so that they can also get on with other work and that can normally be accomodated.

If you would like to discuss it further please do get in touch using the contact form opposite.

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