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Monday 29th November

Advanced Xero


Learning Outcomes

Participants attending this course 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


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


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

Expenses claims

  • Create and submit claims
  • Approving claims


  • 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

The course will be held on Monday 22nd November & Monday 29th November (both 9:30am-12:30pm).  Attendance on both dates is required to complete the course. 

Joining instructions:
Joining instructions and invoice for payment will be sent directly from the trainer.

Other information:
This is a 2 day course delivered as 2 x half day sessions (22nd November & 29th November 2021). You will automatically be booked onto session 2 after booking the first session.

Members: £150 (inc VAT)
Non-Members: £200 (inc VAT)

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