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Practical Xero Smart Skills

This course offers a practical guide to essential Xero features used in everyday accounting. You’ll learn how to lock accounting periods, import and manage bank statements—including creating Euro accounts—post manual journals, and correct errors with tools like ‘Remove and Redo.’ It also covers updating account codes or VAT rates after payments, using the uncoded statement line report, find and recode functionality, managing user access, and working with auto-entry software. Additional videos provide real-world tips and insights to help you work accurately and efficiently in Xero.

Usman Ali (Chartered Accountant and PTLLS -Teaching qualification -Level-3)

Category: Accounting

PKR 1,000

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What You'll Learn

In this course, you’ll learn how to lock accounting periods in Xero to prevent any changes after submitting VAT returns or completing the year-end process. You’ll also discover how to use the uncoded statement line report, which helps identify transactions that still need coding.

You’ll learn to track all changes made in the system using the History & Notes section, providing a clear record of updates. The course will guide you through importing bank statements and creating a Euro bank account, making it easier to manage foreign currency transactions.

You’ll also learn how to post manual journals to make adjustments or correct errors, and how to use the ‘Remove and Redo’ feature to fix incorrect bank entries. The course will show you how to change an account code or VAT rate even if a payment has already been allocated to an invoice.

Additionally, you’ll discover how to use the Find and Recode feature to update multiple transactions efficiently. You’ll also learn how to invite new users to Xero and manage their access rights. Finally, the course covers using auto entry software to simplify data entry and save time.

Additional videos will provide further tips and cover other useful Xero features, drawing on practical experience from real accounting practice.

Course Content

How to change the tax rate and account code when a payment is already allocated to an invoice (2:24 mins)

How do we check history in Xero (01:11 mins)

How to lock an accounting period in Xero (0:44 mins)

How to send an invite in Xero (01:50 mins)

How to import a bank statement in Xero (01:46 mins)

How do we use AutoEntry software (02:49 mins)

How do we search for a specific amount in Bank Reconciliation (0:51 mins)

How do we create a Euro bank account in Xero (01:36 mins)

How to use the Find and Recode feature in Xero (02:25 mins)

How to use uncoded statement line report in Xero (01:41 mins)

How to attach an invoice in Bank reconciliation (01:27 mins)

How to create a manual Journal in Xero (0:42 mins)

How to void or delete an invoice in Xero (0:57 mins)

How to Use the Search Feature in Xero (01:50 mins)

How to check transactions of any account code in Xero (01:25 mins)

Instructor

Usman Ali

Chartered Accountant and PTLLS -Teaching qualification -Level-3 | 6 years of experience

I am an ACCA-qualified professional with extensive experience working in accounting firms across the UK. Over the years, I have developed a strong skill set in core accounting functions, including bookkeeping, VAT returns, accounts preparation, and payroll processing. I am proficient in using a variety of accounting and business software such as CaseWare, Microsoft Dynamics, Xero, QuickBooks, KeyPrime, Sage, and Futrli, which has enabled me to work efficiently across different client needs and industries.

In addition to my technical expertise, I have a solid background in training and mentoring. I have successfully delivered tuition and practical training to AAT and ACCA students, recent graduates, trainee accountants, and apprentices. My approach emphasizes real-world application, helping learners build the confidence and skills required in professional accounting roles. I am also a strong team player, capable of working under pressure to meet tight deadlines, and consistently strive to maintain high standards of accuracy and professionalism in all aspects of my work.

Frequently Asked Questions (FAQ)

This course is ideal for accounting students, trainees, fresh graduates, entrepreneurs, and anyone who wants hands-on experience using Xero in real accounting scenarios.

No prior experience is required, but basic accounting knowledge will be helpful. The course is designed to guide you step-by-step.

This course is fully practical. You’ll work with real-life scenarios and tasks that are commonly handled in accounting firms.

Yes, we offer an experience letter upon request, based on your engagement with the course activities.

Yes, you can learn at your own pace and revisit the lessons anytime within your access period.

This Course Includes

Practical training using Xero software

Virtual Experience Certificate

Short, easy-to-follow video lessons (2-3 minutes each)

Real-life accounting tasks with an IT services company.

Requirements

Access to a computer or laptop with internet

Basic Computer knowledge

Basic Accounting knowledge 

Recommended for students (AAT/ACCA), fresh graduates, and trainee accountants

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