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Xero Accounting Training Course

Learn Xero Accounting Training Course

SkillsFuture Eligible
SDF

Skills Development Fund

UTAP

Union Training Assistance Programme

Learn How To Use Xero Cloud Accounting Software From Basic To Advanced Level with Xero Accounting Training Course Singapore





Course Start Date


  • 22/04/2024 | 09:30 to 17:30
    Week Days
  • 24/06/2024 | 09:30 to 17:30
    Week Days
  • 29/07/2024 | 09:30 to 17:30
    Week Days
  • 05/08/2024 | 09:30 to 17:30
    Week Days
  • 11/09/2024 | 09:30 to 17:30
    Week Days
  • 21/10/2024 | 09:30 to 17:30
    Week Days
  • 20/11/2024 | 09:30 to 17:30
    Week Days
  • 02/12/2024 | 09:30 to 17:30
    Week Days
  • Schedule


    Days: 3 Days
    Duration: 21 Hours
    Timings: 9:30 AM - 5:30 PM

    10 Anson Road, 26-08A International Plaza, Singapore 079903

    Register Now

    Why Choose Us


    • SkillsFuture Credit Eligible
    • Expert Local Trainers
    • Hands-on Training by experts
    • Certificate of Achievement
    • Free Refresh Class within 6 Month

    Quick Register


    Quick Register

    Who Should Attend This Xero Training Singapore


    This xero accounting training course is ideal for small business owners, and anyone who want to manage their financial affair.

    Course Completion Requirements:

    Minimum 75% attendance is required in order to complete the course and receive the course completion certificate

    Entry Requirements

    Above 16 years old

    High School Level English

    Basic internet & computer operation skills

    Xero Accounting Training Course ā€“ Basic to Advanced Level


    About Course:

    Learn how to manage Accounts using Xero Accounting Software. You will learn how to navigate Xero software and how to set up a new company in Xero.

    What will you Learn –Ā 

    • How to set up charts of accounts
    • How to set up new bank accountsĀ 
    • Beginning balances of accounts using this Xero cloud-based systemĀ 

    You will appreciate the benefits of using cloud-based accounting software anytime, anywhere and on almost any device.

    Target Student: All accounting professionals, Business owners, Admin and anyone who is related to accounts.

    xero training course singapore

    Grants available


    SkillsFuture Eligible

    SkillsFuture Credit: Singaporeans can use $500 SkillsFuture Credits for this training to offset the course fees.

    UTAP

    Union Training Assistance Programme

    UTAP: NTUC members enjoy 50% *unfunded course fee support for up to $250 each year.

    SDF

    Skills Development Fund

    SDF: Deductible of 2$/hours for S/PRs trainees under company sponsorship.

    Training on Accounting Using Xero Software


    Level: Basic (1-day, 9:30-5:30)

    Module 1. Basics of Accounting

    • What is accounting?
    • Bookkeeping
    • Financial accounting

    Module 2. Financial Accounting

    • Financial accounting
    • Overview of the balance sheet
    • Balance sheet example
    • Limitations of the balance sheet
    • Differences between the balance sheet and income statement
    • Overview of the income statement
    • Income statement example
    • Overview of the cash flow statement
    • Cash flow example
    • Summary of financial reporting

    Module 3. Managerial Accounting

    • Product costing
    • Break even
    • Budgets
    • Real life examples of managerial accounting

    Module 4. Xero Account Setup

    • Sign Up Xero Online
    • Xero Online Plan
    • Xero Online Dashboard
    • Chart of Accounts Setup
    • Company Setup
    • Setting: Organization
    • Setting: Charts of Account
    • Setting: Others

    Module 5. Set Up A Bank Account

    • Create a bank account + bank feed setup
    • Import data into the bank account

    Module 6. Issue An Invoice

    • Directly Issue an invoice
    • Issue a quotation
    • Convert the quotation into invoice
    • Enable online payment to the invoice
    • Add credit note to write off bad debt
    • Overview on invoice management

    Module 7. Expenses

    • Purchase Order / Bill
    • Claim Expense

    Module 8. Tax

    • Setting up the tax
    • View the tax report

    Module 9 ā€“ Reports

    • All Reports
    • Popular Reports
    • Running Reports

    Module 10. Other Tasks

    • Manager Users
    • Connected Apps
    • Help & Resources

    Level: Intermediate (1-day, 9:30-5:30)

    Module 1 - How To Set Up And Manage A Chart Of Accounts In Xero

    • Adding General Ledger Accounts
    • Importing Charts of Accounts

    Module 2 - How To Bring In Account Balances When Converting To Xero

    • Setting the Conversion Date
    • Bank Accounts Conversion Balances
    • Accounts Receivable Conversion Balance
    • Accounts Payable Conversion Balance
    • Other Accounts Conversion Balances
    • Comparative Balances

    Module 3 - How To Set Up And Use Tracking Categories

    • Creating, Managing and Using Tracking Categories

    Module 4 - How To Manage Expense Claims

    • Submitting a Claim
    • Approving and Paying Claims

    Module 5 - How To Use Products And Services (Inventory) In Xero

    • Adding Services
    • Adding Untracked Products
    • Adding Tracked Products
    • Importing Products and Services
    • Importing Inventory Opening Balances
    • Inventory Adjustments

    Module 6 - How To Process Manual Journals

    • Posting Journals
    • Auto-Reversing Journals
    • Repeating Journals
    • Importing Journals

    Module 7 - How To Set Up And Manage A Fixed Asset Register In Xero

    • Adding Assets Owned Before Xero Conversion Date
    • Running Depreciation
    • Adding Assets from Bank Transactions
    • Adding Assets from Spend Money Transactions
    • Fixed Assets Reports

    Module 8. Budget Manager

    • Create/Import Budgets
    • Edit/Delete Budgets
    • Prepare cashflow forecast
    • Budget Summary Report
    • Budget Variance Reports
    • Export Budgets

    Module 9. End-Of-Period Closing

    • Month-End Closing entry
    • Year-End Closing Entry

    Module 10. Advanced Xero Functions

    • Inventory Adjustments
    • Setting up Multiple Currency and handling Transaction
    • Case Study and Exercises

    Level: Advanced (1-day, 9:30-5:30)

    Module 1: Introduction

    • Getting Started in Xero
    • What is cloud-based system?
    • Features and advantages of using Xero
    • Exploring Xero and getting to know Xero functions
    • How to edit Xero Dashboard and create shortcut tools

    Module 2: Setting Up Company & Chart of Accounts

    • Creating a New Company in Xero
    • How to set up payment services (paynow bar code) in invoice generated to customers
    • User Access and roles in particular to project role and payroll admin
    • Setup of Chart of Accounts through import of Chart of Accounts with account balance
    • Setup Account Opening Balances from the Balance Sheet with more complicated activity

    Module 3: Setting up Bank Account

    • Connecting or Adding Bank Accounts in Xero
    • Activating Bank Feeds from your bank into Xero
    • Importing bank statement transactions

    Module 4: Contact Management

    • Getting familiar with Contacts
    • Setting up Contacts through manual creation instead of importing them
    • How to do housekeeping on unused/unwanted contacts

    Module 5: Inventory Management

    • Adding Services
    • Adding Untracked Products
    • Adding Tracked Products
    • Importing Products and Services
    • Importing Inventory Opening Balances
    • Inventory Adjustments

    Module 6: Managing Sales Transactions

    • Recording Sales Quotes and converting into a new Sales Quote, Invoice, Purchase Order and Bill
    • Recording Customer payments for invoices
    • How to perform contra entry for contacts who are both customers and suppliers
    • View and send statements of contacts who are both customers and suppliers

    Module 7: Managing Purchase Transactions

    • Recording Purchase Orders and convert to another purchase or sales transaction
    • Copy Bill to a sales or purchase document
    • Recording Purchases Credit Note
    • Recording Recurring or Repeating Purchases Transactions
    • Recording individual payment to supplier, batch payment and planned payment including foreign payment
    • Expense Claims Management
    • How to assign expense claims to customers

    Module 8: Tax

    • Recap on Tax Setup, Tax Returns & Tax Reports
    • How to handle GST paid to custom and view its impact on Tax Returns

    Module 9: Budget & Payroll Manager

    • Recap on creating/importing/editing/deleting Budgets and Budget Reports
    • How to set up new Pay Items and monthly Pay Run
    • How to generate Pay Run Reports, Pay Run By Employees, Pay Run By Pay Item, Pay Run By Pay Type Reports

    Module 10: Advanced Xero Functions - Overview

    • Inventory Adjustments
    • Setting up Multiple Currency and handling Transactions with more complicated activity
    • Use and setup of Tracking Categories
    • Fixed Assets and Depreciation
    • Complete Overview on Project Management with activity
    • Journal Adjustments
    • Recurring/Repeating Transactions

    Module 11: Bank Reconciliation

    • Reconcile bank feeds or transactions from bank feeds
    • Recording Transactions while reconciling
    • Creating Bank Rules
    • Generating Bank Reconciliation Summary

    Module 12: Advanced Reports & Tracking

    • Recap of Reports features
    • How to customize reports to suit your
      organisationā€™s need with practice

    google logo Reviews of our students


    Sarah Lah
    Sarah Lah
    4 months ago

    Great excel course by Bee Hoon for 3 Days. Trainer was humorous and contextualised the info learnt in real life examples. Exercise files were easy to follow also.
    Arun Dixit
    Arun Dixit
    11 months ago

    I attended the excel course, our trainer Valene was really patient and well versed. The training environment was really good, I will definitely go again. Will recommend to my friends and family for sure.
    Wenyan Yeo (W)
    Cara Chan
    4 days ago

    Attended WORDPRESS WEBSITE CREATION COURSE on 25 Sep 2023. Really appreciate the training made simple for beginners like myself. The trainer Mr Abhinay gave clear explanations and repeated many times to make sure we understood. Understanding how Wordpress works enabled me to navigate my company website and make updates efficiently. Unfortunately, the plug-in used by my company website was not taught in the course; which is understandable given the many different types of plug-ins available.The staffs were helpful and understanding when I was unable to log-in my singpass for attendance. It was overall an enjoyable experience to me. Snacks and beverages at the pantry was a bonus, too! Thank you, Inspizone!
    Joanna
    Joanna
    10 months ago

    Thank you for the practicable courses. Lessons were conducted at a comfortable pace. Trainer Ms Mridula is knowledgeable, very helpful and encourages class participation to liven up the sessions. She also shared about how the tools can be applied in our work. Both intermediate and advanced excel courses exceeded my expectations. Thank you.
    Guido Sudero
    Guido Sudero
    11 months ago

    The course was effective for my purpose, the Teacher was clear and professional and she covered all the various aspects in an extensive and careful way. Then, the follow up they do, sending the course material to all Students is also good. Indeed a good Excel course for a beginner.
    Avira Dixit
    Avira Dixit
    a year ago

    I attended their 3 days excel training. I must say this is one of the best training places here at Singapore. They provide full training materials, you dont even need to bring your own laptop. Their course content was appropriate and examples used for explanation were relatable. The instructor was very patient and cleared all our doubts. Highly recommend!!
    Leanie Lee
    Leanie Lee
    a year ago

    I have just completed my excel levels 1 & 2. Trainer Bee Hoon is great. Her training was clear, audible & practical. A professional trainer indeed. Initially I was having some difficulties in my enrolment, but both the administrators Emma & Huyen were very helpful, patient, accommodating & efficient in their service, making it a pleasant experience I have had with InspiZone. InspiZone Highly recommended.
    Wenyan Yeo (W)
    Wenyan Yeo (W)
    7 months ago

    Attended the MS Excel course (Beginner & Intermediate) on 25 & 26 Aug. Ms Koh Bee Hoon was the trainer for the above mentioned course. Ms Koh is very knowledgeable and patient, she makes sure everyone in the class understands the current topic before she moves on to the next. The lesson pace is very manageable too. After attending the course, I have learnt much more functions about MS Excel! Highly recommend this course to anyone who wish to learn more about MS Excel.
    Lucia
    Lucia
    a year ago

    I have attended their MICROSOFT OFFICE EXCEL 2016 ā€“ INTERMEDIATE & ADVANCED LEVELS training. The trainer Bee Hoon is knowledgeable, patient and made online training an enjoyable hands-on experience. I would recommend the course for anyone wanting practical training, and I hope that there will be more online classes in the future.
    J Quek
    J Quek
    2 years ago

    I am so glad that I had clicked on the site of Inspizone and decided to give a try on one of their courses, Master Excel Training. And I've got more than what I expected, I have done the course many years back but the trainers were never generous with their tips but Bee Hoon, a big "WOOW" she is very generous with the tips and know-how that I had never known before and she is very patient ...gosh! Fantastic trainer!! The Training Coordinator, Sophia, she was very helpful from the moment I send in my request and questions, she patiently guided me from registration, claiming my skill future till the approval and giving me the class schedule. A big thank you and great service! The school, wow!! I never have seen a school supplying such a well-stocked and premium snacks for students/trainees, the class welfare is really great and taken care of!! Thank you! I will definitely recommend Inspizone and I will keep a lookout for other courses that they have.
    Katherine Ang
    Katherine Ang
    a year ago

    I have researched on a few training centres before deciding on Inspizone. Very happy that I have chosen the right one! I have attended Microsoft Excel Intermediate & Advanced Class by Bee Hoon. She is super good, knowledgeable and clear with the online class. If you have any doubts she will also guide you patiently and ensure that you know how the functions work. If you are a beginner or you want to brush up your excel skills Bee Hoon will be my number one recommendation! šŸ™‚ My training coordinator Emma has been very helpful towards my question too. Will definitely sign up for more courses with Inspizone!
    Patricia Tong
    Patricia Tong
    5 years ago

    Attended MS Excel 2013 Intermediate and Advanced levels. IT Trainer Ms Asha was patient and knowledgeable. Her lessons were conducted systematically. Additionally, their Project Coordinator Ms Huyen took efforts to text reminder a day before; kept the place neat and clean; and making sure refreshments were ready and adequate.
    alex koh ming
    alex koh ming
    3 years ago

    BEST EXCEL TRAINING
    Jacqueline Lee
    Jacqueline Lee
    2021-09-22

    Went for a accounting course, Steven was friendly and helpful
    Wenyan Yeo
    Guido Sudero
    2021-09-01

    The course was effective for my purpose, the Teacher was clear and professional and she covered all the various aspects in an extensive and careful way. Then, the follow up they do, sending the course material to all Students is also good. Indeed a good Excel course for a beginner.
    Ken Cheong
    THIRUMALA DEVI
    2021-09-15

    Here i attended two courses. The Teacher is more knowledgeable person. I attend here accounts and Corporate Tax Singapore courses. really ill recommend this institute.
    Josephine Low
    Lachu Gandhi
    2021-09-07

    Content of the course is appropriate. Trainer valene was very good and interactive. The place, course materials, the presentation and content of the material everything were clear and precise and she gave proper response to the queries raised. The place is well maintained too. Overall, a good experience and sure, I will recommend inspizone to my friends who are keen on upgrading themselves.
    shengwei tan
    shengwei tan
    2021-07-01

    Stella is a great lecturer, the lesson taught are well orderly manner for each day which preps in beforehand and learning better.
    Chiqui Ehong
    Grace CH Ong
    2021-06-11

    A very useful course with laptops provided and sample datasets for our training. Training was very well-paced and clear, helpful for learning. Trainer also was happy to go around assisting when needed and managed queries well for us. Happy to have participated in a course at Inspizone šŸ™‚

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