Xero for Bookkeepers: Daily Operations and Best Practices Training Course
Course Overview
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.
Format of Training
- 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
Course Objectives
- 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
Prerequisites
- Familiarity with accounting terminology helpful
- Basic bookkeeping knowledge or experience preferred
- Ideal for junior accountants, bookkeepers, and admin staff handling accounts
Course Outline
Day 1: Managing Daily Bookkeeping Activities
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
Day 2: Period-End Tasks, Reporting, and Quality Control
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
Bespoke Option
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.
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Xero for Bookkeepers: Daily Operations and Best Practices Training Course