Cloud Accounting for Business

Introduction to Xero and Receipt Bank


An introduction to Xero and Receipt Bank

In an increasingly busy world, making the best use of your time is critical to the efficient running of your business. In this practical and hands-on training workshop we will guide you through how to get the most out of your Xero software and introduce you to Receipt Bank, a revolutionary new way of logging and reconciling your expenses without the need for an envelope stuffed full of paper! We will provide laptops and training guides to help you get the most of out the session.

Who should attend?
Anyone who has already made the decision to harness the benefits of the cloud using Xero and who wants to make the most of the software and understand how it can benefit your business. To get the most from the session it would be beneficial to have an understanding of traditional book-keeping recording and procedures.

Course content
In this half day course, you will gain an understanding of the functions and capabilities of the Xero cloud accounting programme including:

  • Setting up Xero and amending general settings
  • Basic inventory within Xero
  • Raising sales quotes and invoices
  • Entering purchase invoices and credit notes
  • Preparing and filing your VAT return
  • Using your contacts
  • How to reconcile the bank, including bank rules
  • A review of the reporting functionality within Xero
  • A review of Receipt Bank and how this links with Xero

Our Introduction to Xero and Receipt Bank workshop is certified by the Continuing Professional Development Service (CPD). Following the workshop all delegates will receive a certificate of attendance, which can be used to register CPD points on your personal record.

09:30 Registration and tea/coffee
09:35 Introduction
09:50 Session 1
11:15 Refreshments
11:30 Session 2
13:00 Q&A and buffet lunch

£75.00 per person, including refreshments and buffet lunch

How to register:
To see the latest course dates available and to book your place click here


Contact Us
For help and support on the Annual Investment Allowance and other tax reliefs which may assist your business performance please contact us on 0330 058 6559
Email Jason