Xero Training
At Migrate My Accounts, we specialise in helping businesses make the most of Xero through Bespoke Xero training. With over 100+ successful client trainings under our belt, we’re confident we can help reduce your bookkeeping time by up to 50%, giving you more time to focus on what really matters, growing your business.
Comprehensive Xero Training Options
Ideal for businesses getting started with Xero, this package includes:
⭐Up to 5 hours of training split into 2 sessions.
⭐Topics Covered:
- Creating, managing, and sending sales invoices and statements.
- Creating and managing purchase invoices.
- Bank reconciliation, bank rules, and bank imports.
- VAT runs, checks, and reconciliation.
- Xero default reporting.
- Tips and tricks for faster bookkeeping.
⭐30 Days Email Support: We're here to answer any questions as you settle into using Xero.
Perfect for businesses looking to maximize Xero's capabilities and customize their experience. Includes:
⭐Up to 10 hours of training, split into 4–5 sessions.
⭐Everything from Option A, plus:
- Budget setup and training.
- Bespoke report setup and training.
- Fixed asset module setup and training.
- Expense module setup and training.
- Support and assistance in choosing and setting up integrated applications to enhance your workflow.
⭐Need additional help? Book extra training hours tailored to your specific requirements.
Why Training is Crucial After Migration
⭐Familiarize yourself with the system in a practical, hands-on way.
⭐Run case scenarios unique to your business for improved understanding.
⭐Identify opportunities to optimize workflows and increase productivity.
Most clients find this training invaluable in adapting to Xero quickly and effectively.
What Makes Our Training Unique?
⭐Real Data Practice: You’ll train on your actual financial data, ensuring the experience is directly relevant to your business.
⭐Recorded Sessions: We offer the option of recording the session so you can revisit the training anytime you need to.
⭐Expert Trainers: Our team has extensive experience with Xero and can simplify even the most complex processes.
⭐Proven Results: Our clients consistently report faster bookkeeping and improved financial clarity after training.
What you will learn
⭐Setting Up Your Xero Organization
Learn to create a new organization, update your business details, and configure financial settings. Set up your chart of accounts to categorize income, expenses, assets, liabilities, and equity for clear reporting. Establish your bank and petty cash accounts to ensure accurate transaction tracking.
⭐Customizing Your Xero Invoices
Create professional-looking invoices by branding them with your company logo and adding payment details. Learn to raise sales quotes, convert them into invoices, and email them directly to customers. Edit or credit invoices as needed to maintain accurate billing records.
⭐Managing Customers and Suppliers
Add and update customer, supplier, and employee contacts in Xero. Group contacts for easier management and connect emails to contacts for streamlined communication. Learn to manage sales and supplier credit notes to ensure accurate payments and reduce errors.
⭐Handling Invoices and Payments
Create, edit, and allocate sales invoices, credit notes, and payments to customers. Track customer refunds and reconcile activity to maintain accurate records.
⭐Bank Reconciliation & Cash Management
Master bank reconciliation by matching transactions and handling part or batch payments. Learn how to transfer funds between accounts, create spend and receive money transactions.
⭐VAT Returns and Tax Management
Prepare and submit VAT returns directly through Xero. Review VAT by tax rates, make adjustments as necessary, and submit returns to HMRC, ensuring tax compliance and accuracy in your filings.
⭐Xero Reporting and Financial Insights
Create and review financial reports like Profit & Loss, Balance Sheets, and monthly Management Reports.