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Intermediate sessions: what they cover

Our sessions for people who have some knowledge of Xero but who want to use it more efficiently and understand it better

Intermediate sessions build on beginner knowledge and cover features that help you use Xero more efficiently and understand your financial reports better.

Topics covered

Intermediate Session 1: Working faster and keeping data clean

  • Advanced bank reconciliation: bank rules, cash coding, and handling tricky transactions
  • Using tracking categories to report by department, project, or location
  • Setting up and managing repeating invoices and bills
  • Managing fixed assets and the fixed asset register
  • Keeping the chart of accounts tidy and meaningful

Intermediate Session 2: VAT, payroll, and compliance in Xero

  • How VAT works in Xero: VAT codes, the return, and Making Tax Digital
  • Reviewing and checking a VAT return before it is filed
  • An overview of payroll in Xero and how it posts to your accounts
  • Understanding how Xero handles CIS or other sector-specific items (where relevant)
  • Common coding errors that affect VAT and how to spot them

Intermediate Session 3: Understanding and using your numbers

  • Reading the Profit and Loss and Balance Sheet with confidence
  • Aged receivables and payables, and what they tell you about cash flow
  • Building and customising reports, and saving report layouts
  • Using budgets in Xero and comparing budget against actuals
  • Monthly and quarterly review habits to stay in control

You should attend if:

  • You are comfortable with basic Xero tasks and want to reduce time spent on bookkeeping
  • You want to understand your financial reports better
  • You are approaching their first VAT return and want to understand how Xero calculates it

💡 Good to know: The intermediate session is the most popular across all client types. Most of the time-saving features that make the biggest practical difference to your weekly bookkeeping routine are covered here.

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Email: You can submit a request using our contact form

Phone: 020 3897 2233

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