This professional course is tailored for bookkeepers and finance support staff who are responsible for the daily accounting operations of a business using Xero. The training course focuses on mastering data entry, reconciliations, recurring transactions, and accurate reporting. It emphasizes workflow efficiency, error prevention, and real-world best practices that ensure clean, audit-ready books.
Daily bookkeeping task simulations in Xero
Real client scenarios with guided data entry
Reconciliation and error correction exercises
Best-practice routines and workflows for ongoing use
Process daily transactions, including invoices, bills, and expenses
Perform accurate and timely bank reconciliations
Set up and manage recurring entries and templates
Maintain clean ledgers and monitor outstanding payables/receivables
Generate periodic reports for accountants or management
Use Xero’s audit history and transaction logs
Build a bookkeeping routine aligned with monthly closing
Session 1: Core Transaction Workflows
Entering and coding supplier bills and expenses
Recording customer payments and applying credits
Attaching receipts and using document storage features
Session 2: Invoicing and Payment Collection
Creating invoices and applying deposits or prepayments
Sending reminders and managing overdue accounts
Using invoice themes and batch sending
Session 3: Bank Feed and Reconciliation Practices
Connecting bank accounts and importing statements
Matching and splitting transactions
Handling transfers between accounts and correcting mismatches
Session 1: Managing Recurring Entries and Templates
Setting up repeating invoices, bills, and journal entries
Automating payroll liabilities or monthly subscriptions
Batch processing and approval workflow setup
Session 2: Review, Error Correction, and Ledger Integrity
Voiding and editing incorrect transactions
Running account transaction reports and trial balances
Detecting duplicate entries and correcting GST/VAT errors
Session 3: Period-End Reporting and Best Practices
Running monthly reports: P&L, balance sheet, aged payables/receivables
Preparing reconciliation summary for accountant sign-off
Monthly close checklist and audit trail review
We are open to customizing this program to align with your specific learning objectives. If your team has particular goals or areas they wish to focus on, we would be happy to tailor the course outline to meet those needs and ensure the program supports the achievement of your desired outcomes.
This hands-on professional course is designed for users new to Xero or those looking to solidify their foundational skills.
This professional course is designed for HR professionals, payroll officers, and finance administrators who want to efficiently manage payroll within Xero.
This professional course is tailored for finance professionals and decision-makers looking to go beyond basic bookkeeping and unlock the full reporting capabilities of Xero.
This professional course is designed specifically for small business owners, entrepreneurs, and freelancers who want to take control of their finances without hiring an accountant.
This professional course is tailored for bookkeepers and finance support staff who are responsible for the daily accounting operations of a business using Xero.