Xero Payroll Training Overview

Xero Payroll Training Course Outline

Module 1: Introduction to Xero Payroll

  • Payroll Tracking in Xero
    • Assign a Tracking Category to Payroll
    • Track an Employee’s Total Salary and Wages Expense
    • Track Employee Hours with Timesheets
  • Set Up Your Organisation with Payroll
  • Navigate Xero
    • Using Menus
    • Using Icons
  • Deductions
    • What You Need to Know
    • Types of Deductions
    • Add a Deduction Pay Item
    • Support Topics
  • Add a Custom Pay Item

Module 2: Payroll Processing

  • Change an Employee's Salary and Wage Details
    • Update your Employee's Salary and Wage Details
    • Adjust Hourly Rate Earnings and Hours on a Payslip
    • Adjust Salary Earnings and Hours on a Payslip
  • View, Save or Print Payslip
  • Prepare Payroll for the New Financial Year
  • Process Family-Related Statutory Leave

Module 3: Payroll Reports

  • Payroll Activity Summary Report
  • P11 and P60 Reports
    • Review P11 Reports
    • Review P60 Report
    • Share the P60 Report

  Module 4: New Starters and Leavers

  • Add New Employee
    • Add an Employee's Personal Details
    • Enter Employment Details
    • Add Tax Details
    • Add Pension Details for an Employee
    • Add Bank Account Details
    • Set Up Pay Template
    • Add Opening Balances
  • Review and Update an Employee's Tax Information
  • Delete an Employee or End Their Employment
  • Download the Employee’s P45 Form

Module 5: Reporting payroll information in real time

  • RTI Payroll Software
  • Whole Payroll & Accounting that’s Easy to Use and RTI Compliant

Module 6: Construction Industry Scheme

  • Introduction
  • CIS for Contractors
  • CIS for Subcontractors
  • Run the CIS Subcontractor (CIS Suffered) Report
  • Send CIS Payment and Deduction Statements

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Who should attend this Xero Payroll Training Course?

Xero Payroll Training Course aims to help professionals explore setting up payroll settings, creating pay calendars, adding employees, running payroll, and managing statutory requirements like tax and superannuation. This course can be a benefit many professionals, including:

  • Payroll Officers
  • HR Professionals
  • Accountants
  • Bookkeepers
  • Financial Administrators
  • HR Managers

Prerequisites of the Xero Payroll Training Course

There are no prerequisites required for the Xero Payroll Training Course.

Xero Payroll Training Course Overview

Xero, an innovative cloud-based accounting software, has transformed financial management for small to medium-sized businesses worldwide. This course offers a comprehensive introduction, covering the essentials of navigating and utilising Xero for effective financial administration. Its relevance in today's digital-first business environment cannot be overstated, providing users with real-time financial insights and the agility to make informed decisions.

Proficiency in Xero is crucial for accounting professionals, bookkeepers, and business owners aiming to streamline their financial operations. Mastering this software enables users to manage accounts payable and receivable efficiently, conduct bank reconciliations, and generate financial reports. Skilled Xero users are in high demand as more businesses adopt cloud-based solutions. It's now a vital competency for financial professionals.

The Knowledge Academy’s intensive 1-day training course is designed to equip delegates with the knowledge and skills to navigate and utilise Xero confidently. Attendees will learn to set up accounts, process transactions, and interpret financial reports efficiently. The hands-on approach ensures that participants leave with practical experience, ready to apply their new skills in real-world scenarios, enhancing their productivity and the financial health of their businesses.

Course Objectives

  • To introduce the basics of Xero software and its interface
  • To demonstrate how to set up a company in Xero
  • To guide on entering and managing transactions effectively
  • To explain the process of bank reconciliation in Xero
  • To illustrate the creation and interpretation of financial reports
  • To teach efficient management of accounts payable and receivable

After completing this course, delegates will receive a certification in Xero Introduction Training. This Xero Certification confirms the proficiency of individuals in using Xero for financial management. It signals to employers and clients their capability to simplify accounting processes and improve the financial efficiency of their organisations.

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What’s included in this Xero Payroll Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Xero Payroll Training Certificate
  • Digital Delegate Pack

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Why choose us

Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Xero Payroll Training. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Xero Payroll Training, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Experience the most sought-after learning style with The Knowledge Academy's Xero Payroll Training. Available in 490+ locations across 190+ countries, our hand-picked Classroom venues offer an invaluable human touch. Immerse yourself in a comprehensive, interactive experience with our expert-led Xero Payroll Training sessions.

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Highly experienced trainers

Boost your skills with our expert trainers, boasting 10+ years of real-world experience, ensuring an engaging and informative training experience

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State of the art training venues

We only use the highest standard of learning facilities to make sure your experience is as comfortable and distraction-free as possible

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Small class sizes

Our Classroom courses with limited class sizes foster discussions and provide a personalised, interactive learning environment

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Great value for money

Achieve certification without breaking the bank. Find a lower price elsewhere? We'll match it to guarantee you the best value

Streamline large-scale training requirements with The Knowledge Academy’s In-house/Onsite Xero Payroll Training at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our Xero Payroll Training offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Xero Payroll Training FAQs

Xero Payroll is important for businesses as it streamlines payroll processes, automates calculations, and ensures accurate payments to employees, saving time and reducing errors. It also helps in maintaining compliance with tax regulations and generating comprehensive reports for financial analysis, providing businesses with a solid foundation for efficient payroll management.
Yes, the Xero Payroll training is designed to cover the latest updates and features of Xero Payroll, ensuring participants are equipped with the knowledge and skills to effectively utilise the software's most up-to-date functionalities. This enables businesses and individuals to stay current with the evolving capabilities of Xero Payroll and maximise its benefits for efficient payroll management.
Yes, the Xero Payroll training course is designed to be accessible and user-friendly, catering to individuals with varying levels of experience. With comprehensive materials, hands-on exercises, and expert guidance, participants can easily grasp the concepts and skills required for effective payroll management using Xero Payroll.
This Xero Payroll training course will benefit your career by equipping you with valuable skills and expertise in payroll management using Xero Payroll, making you a highly desirable candidate for roles in payroll administration and HR departments. It opens up opportunities for career advancement, increased job prospects, and the potential for higher salaries in the field of payroll management.
In this Xero Payroll training course, you will learn comprehensive knowledge and practical skills to effectively manage payroll processes using Xero Payroll. Topics covered include setting up employee profiles, calculating taxes and deductions, generating pay runs, handling leave entitlements, reconciling accounts, and producing accurate financial reports, empowering you to streamline payroll management with confidence and efficiency.
The training fees for Xero Payroll Training certification in the United Kingdom starts from £995
The Knowledge Academy is the Leading global training provider for Xero Payroll Training.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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