Learn Xero Accounting Training Course
Master Xero Cloud Accounting from the Basics to Advanced Level with Our Xero Accounting Training Course in Singapore.
UTAP
Union Training Assistance Programme
Course Start Date
Schedule
- Days: 3 Days
- Duration: 21 Hours
- Timings: 9:30 AM - 5:30 PM
- 10 Anson Road, 26-08A International Plaza, Singapore 079903
Why Choose Us
- Expert Local Trainers
- Hands-on Training by experts
- Certificate of Achievement
SSG Course Details
- TGS - 2020501882
- Mode of Training - Physical, in-class training
- Course Subsidy Validity - Until 31-12-2024
- Register Now
Who Should Attend This Xero Training Singapore
This Xero accounting training course is perfect for small business owners and anyone looking to take control of their finances with confidence.
Business professionals
Analyst
Entrepreneur
Training Professionals
Student
Course Completion Requirements
Minimum 75% attendance is required in order to complete the course and receive the course completion certificate
Above 16 years old
High School Level English
Basic internet & computer operation skills
Xero Accounting Training Course – Basic to Advanced Level
About Course:
Learn how to manage your accounts using Xero Accounting Software. In this course, you'll discover how to navigate the Xero interface and set up a new company from scratch.
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.
What will you Learn –
- How to set up charts of accounts
- How to set up new bank accounts
- Beginning balances of accounts using this Xero cloud-based system
Xero is a cloud-based accounting software trusted by over a million businesses around the world. It offers a complete view of your finances by combining the flexibility of anytime, anywhere access with a user-friendly interface and seamless integration with data sources like your bank. Join us and discover how Xero takes accounting beyond the traditional approach!
Day 1: Basic level
Learn step-by-step how to handle basic accounting tasks in Xero to support better business decision-making. This includes: Bookkeeping, Invoice Management, Purchase Order Management, Expense Management Report Setup, Dashboard Use, Reading Financial Statements
Day 2: Intermediate level
Learn how to correctly set up and manage Xero’s advanced features to support managers, executives, and business owners in their day-to-day operations. This includes: Budgeting, Inventory Management, Project Management, Asset Management & Fixed Assets, Chart of Accounts, Multi-Currency, Tracking Categories. By mastering these features, you’ll be able to streamline processes, improve financial visibility, and make smarter business decisions using Xero.
Day 3: Advanced level
Managing the dashboard report in Xero as well as advanced accounting function for tax, inventory & sales and bank reconciliation.
Grants available
UTAP
Union Training Assistance Programme
UTAP: Update info about UTAP funding on all pages.
Course Fee:
The mentioned course fee is excluded of GST. New GST rate of 9% will be applied for all registrations made after 31st December 2023. This price includes also the training materials, and training laptop.
- Any 1 level: $245/pax/ 1-level
- Any 2 level: $450/pax/ 2- level
- All 3 levels: $525/pax/3-level
Group Discount:
- From 4 participants joining together, there is 5% discount for each participant.
- From 5 participants joining together, there is 10% discount for each participant.
Corporate Training:
- For a group with a minimum of 12 pax, we can conduct the private/in-house training. The course outline can be customized upon request. (Course fee depends on the number of participants and customized program).
Training on Accounting Using Xero Software Course Outline
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 – 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
Organisation’s need with practice
Frequently Asked Questions – Xero Accounting Training
What are the course schedule and location details?
Duration: 3 days (21 hours total), from 9:30 AM to 5:30 PM each day
Location: 10 Anson Road, #26‑08A International Plaza, Singapore 079903
Who should attend this training?
What are the entry requirements?
To join the course, you need to be:
At least 16 years old
Proficient in high school-level English
Comfortable with basic internet and computer operations
What is the attendance requirement to receive the course certificate?
A minimum of 75% attendance is required for course completion and to receive a Certificate of Achievement
Why choose this course?
Delivered by expert local trainers
Hands‑on, practical training experience
Upon completion, you’ll receive a Certificate of Achievement
Is any funding available?
Eligible participants can apply for the Union Training Assistance Programme (UTAP) funding