Xero Accounts Advanced
Level: Advanced
Master Advanced Xero Accounting Skills
Manage VAT, Reconciliation & Financial Reporting
Build Budgets, Forecast Cashflow & Analyse Performance
Practical Training from Certified Xero Trainers
Welsh Government Funding Accepted
Course Overview
Duration:
1 Day (9:30am-4:00pm)
Accredited:
No
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
Course Overview
Duration:
1 Day (9:30am-4:00pm)
Accredited:
No
Exams:
N/A
Funding:
ReAct
Type:
Classroom, Onsite, Virtual
Company group booking discount available
The Xero Accounts Advanced course is designed for experienced users who want to build on their existing Xero knowledge and gain greater confidence in managing day-to-day financial processes and producing meaningful management information. This practical course focuses on the more advanced features within Xero, helping learners improve financial control, enhance reporting capabilities and streamline accounting processes. Delegates will explore techniques for managing cash flow, controlling credit, producing financial reports and working with budgets, while gaining a deeper understanding of how to use Xero to support informed business decision-making. Through a combination of demonstrations, practical exercises and real-world examples, learners will develop the skills needed to manage financial information more effectively and make better use of Xero's advanced functionality.
Target Audience
- Experienced Xero users looking to develop more advanced accounting and reporting skills
- Business owners and managers responsible for financial oversight
- Bookkeepers and accounts administrators using Xero on a regular basis
- Finance professionals seeking to improve reporting, budgeting and cash flow management processes
- Individuals responsible for maintaining accurate financial records and producing management information
By the End of This Course, You Will Be Able To:
- Manage and monitor credit control processes more effectively
- Produce and interpret cash flow reports to support business planning
- Create and customise financial reports within Xero
- Use tracking categories, departments and budgets to improve financial visibility
- Perform advanced bank reconciliation procedures
- Manage prepayments and accruals accurately
- Prepare and review VAT returns using Xero
- Apply best practices for financial management and reporting
- Use Xero's advanced features to support better business decision-making
The Xero Accounts Advanced course is designed for experienced users who want to build on their existing Xero knowledge and gain greater confidence in managing day-to-day financial processes and producing meaningful management information. This practical course focuses on the more advanced features within Xero, helping learners improve financial control, enhance reporting capabilities and streamline accounting processes. Delegates will explore techniques for managing cash flow, controlling credit, producing financial reports and working with budgets, while gaining a deeper understanding of how to use Xero to support informed business decision-making. Through a combination of demonstrations, practical exercises and real-world examples, learners will develop the skills needed to manage financial information more effectively and make better use of Xero's advanced functionality.
Target Audience
- Experienced Xero users looking to develop more advanced accounting and reporting skills
- Business owners and managers responsible for financial oversight
- Bookkeepers and accounts administrators using Xero on a regular basis
- Finance professionals seeking to improve reporting, budgeting and cash flow management processes
- Individuals responsible for maintaining accurate financial records and producing management information
By the End of This Course, You Will Be Able To:
- Manage and monitor credit control processes more effectively
- Produce and interpret cash flow reports to support business planning
- Create and customise financial reports within Xero
- Use tracking categories, departments and budgets to improve financial visibility
- Perform advanced bank reconciliation procedures
- Manage prepayments and accruals accurately
- Prepare and review VAT returns using Xero
- Apply best practices for financial management and reporting
- Use Xero's advanced features to support better business decision-making
Xero Accounts Advanced
- Advance features – Sales Ledger – Overview, Customise Invoices, Statements, Letters and Reports
- Advance features – Purchase Ledger – Overview, useful Reports, Remittances
- Banking – connecting to the bank and using rules for automation and Advanced Bank Reconciliation
- Advanced – VAT Return – checking, error correction and submitting to HMRC
- Customising – Reports, Invoices, Statements and Letters
- Tracking sales, purchases, project and producing useful information
- Understand the difference between cash accounting and accruals accounting
- Structuring the Profit and Loss and Balance Sheet
- Making adjustments for – prepayments, accruals, depreciation etc
- Analysing business performance with Xero
- Setting up budgets and monitoring
- Cashflow forecasting
- Exporting and Importing information
Xero Accounts Advanced
- Advance features – Sales Ledger – Overview, Customise Invoices, Statements, Letters and Reports
- Advance features – Purchase Ledger – Overview, useful Reports, Remittances
- Banking – connecting to the bank and using rules for automation and Advanced Bank Reconciliation
- Advanced – VAT Return – checking, error correction and submitting to HMRC
- Customising – Reports, Invoices, Statements and Letters
- Tracking sales, purchases, project and producing useful information
- Understand the difference between cash accounting and accruals accounting
- Structuring the Profit and Loss and Balance Sheet
- Making adjustments for – prepayments, accruals, depreciation etc
- Analysing business performance with Xero
- Setting up budgets and monitoring
- Cashflow forecasting
- Exporting and Importing information
There is no formal assessment associated with this course. Instead, learners will develop and demonstrate their knowledge through a range of practical exercises, discussions and real-world scenarios completed throughout the training day. These activities are designed to reinforce learning, build confidence and provide opportunities to apply the advanced Xero accounting techniques covered during the course.
There is no formal assessment associated with this course. Instead, learners will develop and demonstrate their knowledge through a range of practical exercises, discussions and real-world scenarios completed throughout the training day. These activities are designed to reinforce learning, build confidence and provide opportunities to apply the advanced Xero accounting techniques covered during the course.
- One day of instructor-led training delivered by NILC’s certified Xero trainers
- Comprehensive workbook, course notes and supporting learning materials
- Course recording provided after the training (available on request for virtual live delivery only)
- NILC course completion certificate
- One day of instructor-led training delivered by NILC’s certified Xero trainers
- Comprehensive workbook, course notes and supporting learning materials
- Course recording provided after the training (available on request for virtual live delivery only)
- NILC course completion certificate
This course is intended for existing Xero users who already have a good working knowledge of the software. Learners should be comfortable using Xero for everyday bookkeeping activities, including raising invoices, processing purchases, managing customer and supplier records and performing basic bank reconciliations. A basic understanding of accounting principles and financial terminology is recommended.
This course is intended for existing Xero users who already have a good working knowledge of the software. Learners should be comfortable using Xero for everyday bookkeeping activities, including raising invoices, processing purchases, managing customer and supplier records and performing basic bank reconciliations. A basic understanding of accounting principles and financial terminology is recommended.
Who is the Xero Accounts Advanced course suitable for?
The course is designed for experienced Xero users who want to develop more advanced accounting and reporting skills. It is particularly suitable for bookkeepers, finance staff, business owners and anyone responsible for managing accounts using Xero.
Is Xero Accounts Advanced suitable for beginners?
No. This is an Advanced-level course and assumes that you are already comfortable with the core features of Xero. If you are new to Xero, we recommend completing introductory or intermediate Xero training before attending.
What Xero experience should I have before attending?
You should already be comfortable navigating Xero and carrying out everyday accounting tasks such as processing sales and purchases, working with bank transactions and using basic reports. The course builds on these skills to introduce more advanced functionality.
Who is the Xero Accounts Advanced course suitable for?
The course is designed for experienced Xero users who want to develop more advanced accounting and reporting skills. It is particularly suitable for bookkeepers, finance staff, business owners and anyone responsible for managing accounts using Xero.
Is Xero Accounts Advanced suitable for beginners?
No. This is an Advanced-level course and assumes that you are already comfortable with the core features of Xero. If you are new to Xero, we recommend completing introductory or intermediate Xero training before attending.
What Xero experience should I have before attending?
You should already be comfortable navigating Xero and carrying out everyday accounting tasks such as processing sales and purchases, working with bank transactions and using basic reports. The course builds on these skills to introduce more advanced functionality.
Dates & Prices
Upcoming Courses
Live Instructor-Led Virtual
Spaces: Available
Start Date: Wed 07 October 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Wed 04 November 2026
Live Instructor-Led Virtual
Spaces: Available
Start Date: Wed 02 December 2026
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How we deliver our courses
Virtual
Our virtual courses allow you to access live instructor-led training from the same expert instructors that deliver our classroom courses, without leaving the comfort of your home or office. All virtual courses are fully interactive, and learners can communicate with their trainer and peers at any time.
Many of our virtual courses are also recorded, so you can recap over the content you learnt as many time as you wish.
Classroom
Our classroom courses allow you to learn and interact face-to-face with our expert instructors in a comfortable and modern training environment. All of our classroom based courses take place at NILC centers, or high quality training facilities, and include all required IT and physical equipment.
We also limit our class sizes to help promote better discussions and to ensure your learning experience is comfortable as possible.
Onsite
Save time and hassle by arranging for one of our expert instructors to come to you. Our onsite courses allow you to learn in a location of your choosing, and you can train as many or as few people as you want – from a single person or team to whole departments. We can also fully customize the course content to the specific requirements of your business or project.
We offer onsite courses throughout the UK and it can be a great team building opportunity for colleagues to come together, bond and discuss.
Online
Our Online Self Paced courses allow you to learn new skills from our expert instructors, in your own time and at your own pace. Our flexible online learning platform allows you to access content on your computer, tablet or mobile device, whether you’re on the move or at home. All our online courses come with immediate access and you can start learning straight away, from any internet enabled compatible device.
We also offer online email support from our expert instructors, so they’re always on hand and happy to help you with any questions which may arise.
Why choose NILC for your training?
Award-Winning Training with Industry-Leading Customer Satisfaction
Trusted Training Partner by Colleges, Government Organisations and Businesses
UK-Based Trainers with Real-World Industry Experience
Family-Run Business with Customer Service at Its Core
Rated Excellent on Trustpilot with 950+ Customer Reviews
Our learners rate us 'Excellent' on Trustpilot
Frequently Asked Questions
The course is designed for experienced Xero users who want to develop more advanced accounting and reporting skills. It is particularly suitable for bookkeepers, finance staff, business owners and anyone responsible for managing accounts using Xero.
No. This is an Advanced-level course and assumes that you are already comfortable with the core features of Xero. If you are new to Xero, we recommend completing introductory or intermediate Xero training before attending.
You should already be comfortable navigating Xero and carrying out everyday accounting tasks such as processing sales and purchases, working with bank transactions and using basic reports. The course builds on these skills to introduce more advanced functionality.
You will learn advanced techniques for managing sales and purchases, bank reconciliation, VAT returns, financial reporting, budgeting, cash-flow forecasting and analysing business performance. You will also explore accounting adjustments including prepayments, accruals and depreciation.
Yes. The course covers advanced VAT return processes, including checking VAT information, identifying and correcting errors and submitting VAT returns to HMRC.
Yes. You will explore bank connections, bank rules and advanced reconciliation techniques, helping you process transactions more efficiently and maintain accurate financial records.
Yes. The course covers structuring and working with the Profit and Loss and Balance Sheet. You will also learn how to customise reports and use Xero’s financial information to analyse business performance.
Yes. You will learn how to set up and monitor budgets within Xero and explore cash-flow forecasting techniques to help organisations better understand and plan their financial position.
There is no formal examination for this course. Your knowledge will instead be reinforced through informal activities throughout the training. You will receive a course completion certificate after attending.
Yes. Eligible learners may be able to access funding through schemes including such as ReAct+. Please contact NILC to discuss your eligibility
Frequently Asked Questions
The course is designed for experienced Xero users who want to develop more advanced accounting and reporting skills. It is particularly suitable for bookkeepers, finance staff, business owners and anyone responsible for managing accounts using Xero.
No. This is an Advanced-level course and assumes that you are already comfortable with the core features of Xero. If you are new to Xero, we recommend completing introductory or intermediate Xero training before attending.
You should already be comfortable navigating Xero and carrying out everyday accounting tasks such as processing sales and purchases, working with bank transactions and using basic reports. The course builds on these skills to introduce more advanced functionality.
You will learn advanced techniques for managing sales and purchases, bank reconciliation, VAT returns, financial reporting, budgeting, cash-flow forecasting and analysing business performance. You will also explore accounting adjustments including prepayments, accruals and depreciation.
Yes. The course covers advanced VAT return processes, including checking VAT information, identifying and correcting errors and submitting VAT returns to HMRC.
Yes. You will explore bank connections, bank rules and advanced reconciliation techniques, helping you process transactions more efficiently and maintain accurate financial records.
Yes. The course covers structuring and working with the Profit and Loss and Balance Sheet. You will also learn how to customise reports and use Xero’s financial information to analyse business performance.
Yes. You will learn how to set up and monitor budgets within Xero and explore cash-flow forecasting techniques to help organisations better understand and plan their financial position.
There is no formal examination for this course. Your knowledge will instead be reinforced through informal activities throughout the training. You will receive a course completion certificate after attending.
Yes. Eligible learners may be able to access funding through schemes including such as ReAct+. Please contact NILC to discuss your eligibility
Trusted By
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