Xero Advanced Skills

Caroline Streatfield

Xero Advanced Skills

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Course Overview 

By attending this course participants will:

  • become familiar with the advanced functions available in Xero
  • understand how these can be beneficial when making financial decisions
  • become familiar with which functions are suitable for different business scenarios
  • understand how the foreign currency function works in Xero

Schedule 

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Date: 

TBD

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Time: 

TBD

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Duration: 

6 hours

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Price: 

£150+VAT per seat*

*We offer special prices corporate prices for teams of 10+ participants

 

Training Content

Importing Data and Conversion Balances

  • Entering conversion balances into Xero
  • Importing and exporting contacts

Products and Services

  • Different inventory options
  • Setting up tracked inventory
  • Opening balances and adjustments
  • Inventory reports

Tracking Categories

  • Setting up tracking categories
  • Reports and analysis

Projects

  • Creating projects
  • Assigning expenses to projects
  • Reports and analysis

Expenses claims

  • Create and submit claims
  • Approving claims

Multi Currency

  • Adding currencies and bank accounts in Xero
  • Default currencies for customer and suppliers
  • Creating bills and invoices in foreign currency
  • Exchange rates, gains and losses

Fixed Asset Register

  • Adding assets
  • Depreciation options
  • Effect on the financial reports

  

Who is Caroline Streatfield?

Caroline Streatfield is a qualified Bookkeeper with over 20 years of experience in the industry, leading a team with a portfolio of around 200 clients and a director of C S Bookkeeping Ltd. offering a full range of bookkeeping services as well as training courses. After leaving the Inland Revenue Office in 1999, she had been working as an independent bookkeeper until establishing her own bookkeeping firm.

She holds a Diploma of the Institute of Certified Bookkeepers, is a QuickBooks Pro Advisor and a Xero Certified Advisor.

Additional Details

Price - 150

Duration - 6

 

Date And Time


 

Location

Online Event
 

Venue

Live Online (Zoom)
 

Event Category

On-Demand

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