Coventry Office: 024 7648 7588    Birmingham Office: 0121 514 8823 info@platinumoneaccountants.co.uk

Accounts Software Training

Professional XERO Accounts Training and Support

At Platinum One Accountants, we provide training for business owners and company finance divisions in the use of accounting software and streamlining accounting processes. We are Certified Xero Advisors.

Xero is a ‘cloud’ based accountancy solution – your accounts data is securely stored in a Xero cloud server on the internet. It is easy to use and allows clients to get a better understanding of how their business is performing. You can access Xero from anywhere at any time and you can even get a Xero app for your tablet or smartphone. Xero accounting software has all the time-saving tools you need to grow your business.

XERO Accounts Training Services:

Our Xero training will empower you to understand all the features of Xero and how to optimise their use, allowing you to improve business performance. Your one to one Xero training session can be for as little as one hour or as much as a full day. We provide basic, intermediate and advanced training on Xero. We also offer bespoke training sessions on Xero to suit the needs of the individual or group.

Whether you are new to Xero or an experienced Xero user, Platinum One Accountants can tailor the training to your specific needs. Xero integrates with a number of other cloud solutions, such as workflow solutions, payroll solutions, point of sale solutions and CRM systems. These integrations allow you to streamline all of your business processes and manage your business more efficiently.

Xero Key Features:

 Automatic live feeds 

 Xero Dashboard tells everything about your business 

 User friendly 

 Access from anywhere – desktop, tablet and smartphone 

 Cost effective 

Benefits of our Xero Accounts Training:

 Onsite Training 

 Bespoke – tailored to your individual requirements

 Fully setup accounts system 

 Real-time Financial Reporting

 On-going Support

Xero Accounting Software Training:

Managing Debtors (Customers)

Understanding how to use the sales dashboard and chasing debtors and sending customer statements.

Managing Creditors (Suppliers)

Manage your cashflow by scheduling payments and batch paying suppliers.

Inventory

Inventory items speed up invoicing while tracking sales and purchases.

Reports & Budgeting

Reports that can help you analyse and grow your business and setting up simple budgets in Xero’s budget manager.

Bank Reconciliation

Your latest banking, credit card and PayPal transactions are imported and categorised.

Invoicing

Create professional recurring invoices and receive updates when they’re opened.

Payroll

Reduce manual data entry and increase compliance with combined payroll and accounting.

Creating Purchase Orders

Create and email custom purchase orders and copy to bills for payment.

Expense Claims

It is easy to handle personal expenses – just review and approve receipts.

Ongoing Xero Training and Support

Our Xero Support Service will give you peace of mind by making sure you have got everything right. Perhaps you have implemented Xero already but unsure whether there are any more functions in Xero which could improve the performance of the business? Platinum One Training Services can help you to move onto Xero and support you through your Xero journey.

We can help you move your data from your current accountancy software to Xero. We can support you with the data migration or complete the data migration for you. Platinum One Training Services can help make your switch as smooth as possible.

If you would like a demonstration of Xero to see the standard functionality of the software, or learn more about how Platinum One Training Services can help you, please contact us for a free initial consultation.