Are you about to hire staff and are unsure how to process payroll? Are you paying hired staff and feel stressed every time payroll week spins around? Are you unsure that your payroll records are correct? Are you paying superannuation manually?

Learn how to use XERO to run your business and take care of your payroll tasks with our XERO PLATFORM WITH PAYROLL Workshop.

Embracing XERO brings exciting new efficiencies to your business. Within 6 months you will begin to recognise hours of saved valuable time and money, and an increase in your bottom line. XERO is different to other accounting programs and it is worthwhile investing in upfront training to ensure you are utilising the full capacity of this amazing software.

Learn from Minnik’s Certified XERO Advisor and Trainer everything you need to know to operate your business efficiently using XERO.

Minnik-IFS-Xero-Platform-Payroll-Workshop

This is your chance to learn how to maintain an accurate set of books, to read your financial reports, and to gain a solid understanding of your financial position. This course covers XERO Payroll function in great detail, ensuring you have a thorough understanding of payroll processing and the importance of accuracy in this area. Join us for a great session, and share your story with other business owners, accountants and bookkeepers.

WHAT YOU WILL LEARN

XERO PLATFORM

Overall

  • Complete XERO Functionality
  • Including Payroll (Excluding BAS)
  • Understanding Your Financial Reports
  • Managing Your Books Accurately
  • Maximising the Potential of XERO

Administration

  • XERO Setup
  • Chart of Accounts in Detail
  • User Management
  • Invoice Setup & Custom Templates
  • Email Templates
  • Contacts Database

Financial Reporting

  • Understanding the Profit & Loss
  • Understanding the Balance Sheet
  • Interpreting Financial Position & Performance
  • Exploring a Range of Important Reports

Bank Accounts

  • Setting Up & Managing Bank Accounts
  • Importing Transactions
  • Spend / Receive / Transfer Money
  • Creating Bank Rules
  • Bank Reconciliations

Sales & Invoicing

  • Creating Quotes / Invoices / Credit Notes
  • Receiving Customer Payments
  • Issuing Statements
  • Auto Reminders

Billing

  • Creating Orders / Bills / Credit Notes
  • Making Supplier Payments

Expense Claims

  • Adding Receipts
  • Authorising Claims
  • Making Claim Payments

Dashboard

  • Understanding the Dashboard
  • Making Use of XERO Help Tools

XERO Touch

  • Introduction to XERO Touch
  • The Ultimate Accounting App
  • Accounting “On the Go”

XERO PAYROLL

Overall

  • Complete XERO Payroll
  • Understanding Your Payroll Reports
  • Managing Your Payroll Accurately
  • Maximising the Potential of XERO Payroll

Administartion

  • XERO Payroll Setup
  • Payroll Calendar Setup
  • Pay Items Setup
  • Leave Entitlements Setup
  • Superannuation Setup

Employees

  • Complete Employee Setup
  • Employee Pay Template Setup
  • New Employee TFN Declaration

Payroll Processing

  • Processing Pay Runs
  • Requesting & Approving Employee Leave
  • Submitting & Approving Timesheets
  • Paying Superannuation
  • Auto Super

WHO IS XERO PLATFORM FOR

  • Businesses with Payroll
  • Business Owners / Directors
  • Finance Managers
  • Accountants
  • Bookkeepers