KBM Practical Training to Get Xero Certification

Learn how to use Xero accounting software with the best training from KBM. It will help you get better jobs and become certified in Xero. You'll feel confident using Xero, giving you an advantage in your accounting and finance career.

Overview of our courses for the Beginners

Our beginner training programmes provide an introduction to Xero, a widely used accounting software in the UK used by small and medium-sized businesses and accounting firms. Understanding Xero is crucial for job seekers aiming to work in these fields.

Xero is an online accounting tool that's a step ahead of other software. Its unique features help you with everyday bookkeeping tasks like sorting out your bank statements and recording invoices. Many different types of businesses use Xero, ranging from services to manufacturing. It's also ready to make tax digital (MTD), so you can easily send your VAT returns the way HMRC wants.

We provide training courses on Xero software broken down into three easy stages for your convenience:

Stage One covers bookkeeping basics, VAT, creating invoices, and setting up accounts.
Stage Two goes into more advanced processes after VAT, leading to the final trial balance and journal entries.
Stage Three focuses on reporting formats that you can use within Xero.

Stage One training course on Xero software

Overview Stage One

Syllabus of Stage One

XERO Accounts Stage One is for the individuals aiming to equip with the knowledge and skills to be capable of providing up-to-date and accurate information to the Management of company through an appropriate way for your company. Bookkeepers playing an active role in organisations, hence, it authenticate the records of individual financial transactions entirely, accurately, orderly and up-to-date. Furthermore, if you are systematic and organised and like to work through documents and enjoying to see a set of facts add up correctly, then bookkeeping is your desired career.

Working with Basics of XERO Accounts Programme

Understanding of the Chart of Accounts

Making Account names, Numbers & Bank Payments

Monitoring Customer Activity

Bank Reconciliations

Generating Customers Invoices

Creating Customer Receipts & Purchase Invoices

Generating Product Invoices & Credit Notes

Supplier Payments

Compiling & Sending Customer Statements

Generating Reports & Information

VAT Changes

Managing Recurring Entries

What is XERO Stage Two Training?

Overview Stage Two

Syllabus of Stage Two

XERO Accounts Stage Two Training course is an intermediate level of training you achieve. This stage two is a build-up of the knowledge and skills gained at Stage One to perform the post VAT processes. It deals with the prepayments, Accruals, asset registers and other important journals which are many.

Overview of the XERO programme
Setting up liabilities & capital balances,
Preparing and printing a trial balance
Creating customer records
Creating supplier records
Producing routine reports
Posting error corrections, amending records
Checking data
Entering supplier invoices
Invoicing, entering new products, checking communication history
Processing accruals, prepayment and depreciation journals
Audit trails and reconciling debtors and creditors
Maintaining Assets registers on XERO
Banking and payments, producing statements, petty cash
Creating sales credit notes
Processing purchase credit notes
Verifying Audit Trail
Preparing journals
Writing-off bad debts
Purchase orders, processing sales orders
Processing Trial Balance

What is XERO Stage Three Training?

Overview Stage Three

Syllabus of Stage Three

Stage Three is to offer individuals a more advanced understanding of XERO accounts and bookkeeping. When the bookkeeping is complete, the accounts assistant derives from taking the Accounts at the trial balance level through performing processing of journals and various control accounts reconciliations. This third stage of training is to focus on the part of reporting through the XERO software. The individuals would be comfortable in the generation of simplified pre-made reports and further advanced reports for great understanding and purposes of management reporting.