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A full suite of software trainingLevel up with Xero certifications |
The simplicity that Xero affords today’s accountants, bookkeepers, and payroll specialists is truly stunning. Harnessing the power of the cloud, this digital platform consolidates all accounting particulars into one easy-to-access and manage app.
Ab2 Institute of Accounting’s Xero courses:
Powered by Amanda Aguillard
Lead Xero course creator Amanda Aguillard was only 16 years old when she realized she wanted to become a CPA, and she’s used that passion ever since to encourage innovation in the industry she loves. That commitment lives on through her work as the Chief Operating Officer (COO) of Padgett Business Services, one of North America’s largest accounting service and business consulting providers.
Amanda is responsible for providing operational and logistical guidance for the company’s network of franchisees. This includes identifying and incorporating the latest cloud technologies into the Padgett firm operating model. She also is focused on developing and facilitating the necessary trainings to ensure these platforms and tools are successfully implemented by Padgett firms.
Amanda, who is a past Top 50 Women in Accounting, is the author of Xero: A Comprehensive Guide for Accountants and Bookkeepers. She was the Xero Evangelist of the Year in 2016 and used her experience as a Xero Certification instructor to co-found Elefant, a continuing education company for accountants and bookkeepers.
Before joining the executive team at Padgett, she ran Aguillard Accounting LLC, focusing her efforts on providing unparalleled client support service through a cloud-based practice that could be done anywhere in the world. Amanda also is the founder of Accounting Salon, a thinktank of cloud accounting experts, and its virtual offshoot, SALONv.
Amanda, who holds a master’s degree in Taxation from the University of Denver, regularly speaks at state CPA societies and industry technology conferences, including Accountex, Engage, Clio Could Conference and Xerocon. She also is a Certified Instructional Systems Designer.
When she’s not advocating for her industry, she spends her free time cooking for her two children, reading historical fiction and backcountry hiking.
Certificate in Xero Basic
- Discover the role Xero plays in business success
- Command the software with a firm grasp on accounts payables and accounts receivables
- Leverage Xero to establish and maintain organizations and reconcile reports (including running and logging BAS)
The Certificate in Xero Basics is perfect for:
The Certificate in Xero Basics is perfect for:
- Bookkeepers, accountants, or business professionals using or considering using Xero to grow their careers.
- Individuals interested in pursuing an accounting or bookkeeping profession
- Business professionals who want to expand their accounting software skills
Details
Price: USD$399
Course Duration: Approximately 10 hours to complete
Access Time: 6 months from enrollment
We’re ready when you are:
Start any time with flexible learning hours and fully remote modules
Ab² students enjoy:
- Deep industry connections to future-proof your career
- Course development and teaching by real-world industry leaders, not academics
- Unrivaled student support by specialists who only serve the accounting industry
- Free student membership with accounting and bookkeeping industry bodies
- 100% flexibility – Study online, anytime, anywhere, on any device
Meet your modules
- About Xero
- Security protocol
- Choosing the right subscription
- Access the Xero organization
- General tips
- Dashboard
- Business tab
- Short-term cash flow
- Business snapshot
- Sales overview
- Purchases overview.
- Expense claims
- Products and services
- Checks
- Accounting tab
- Bank accounts
- Reports
- Advanced
- Reports and Advanced
- Projects
- Contacts
- Quick Add
- Search
- Notifications
- Help
- User profile
- Other features
- Files
- Settings
- Subscription and billing
- Additional applications
- Organization settings
- Organization details
- Users
- Invoice settings
- Email settings
- Check styles
- Advanced settings
- Financial settings
- Chart of accounts
- Tax rates
- Tracking categories
- Conversion balances
- Navigating the contact’s screen
- Contact fields
- Adding contacts
- Managing contacts
- Editing contact details
- Contact groups
- Smart lists
- Overview of bank accounts screen
- Adding bank accounts
- Types of bank feeds
- Importing bank transactions
- Importing CSV
- Common errors
- Managing bank statements and lines
- Reviewing bank statements
- Overview of the bank reconciliation screen
- Understanding bank reconciliation in Xero
- Posting transactions
- Spend vs. receive money
- Transfer
- Payments
- Reconciling bank transaction
- Auto match
- Create transaction
- Billable expenses
- Find & match
- Reconciling minor differences
- Deposits net of fees
- Other differences
- Recognizing overpayments
- Recognizing prepayments
- Recognizing partial payments- split
- Bank rules
- Cash coding
- Cash coding with bank rules
- Optimal workflow
- Fixing errors
- Remove & redo vs. unreconciled
- Overview of sales
- Viewing the invoice listing
- Sending invoices electronically
- Managing invoices
- Editing an invoice
- Voiding an invoice
- Duplicating an invoice
- Applying payments to invoices
- Batch payments
- Credit notes
- Create credit note from invoice
- Create credit note from sales overview
- Repeating invoices
- Creating repeating invoices
- Managing repeating invoice templates
- Using repeating invoices to schedule in advance
- Group invoices
- Viewing invoice history and note
- Overview of purchases
- Viewing the bill listing
- Creating a bill
- Billable expenses not a ledger entry, just a queue
- Creating bill from file
- Managing bills
- Editing bills
- Voiding a bill
- Credit notes
- Create credit note from bill
- Create credit note from purch overview
- Repeating bills
- Creating repeating bills
- Managing repeating bill templates
- Purchase orders
- Creating a purchase order
- Converting a purchase order to a bill
- Converting purchase order to an invoice
- Paying bills
- Formatting check styles
- Single bill payment
- Batch payments
- Printing checks
- Editing check styles
- Importing paid bills
- Viewing bill status and history
- Viewing the check register
- Overview of reporting
- Generating reports
- Publishing reports
- Bank reconciliation report
- Reconciliation of credit cards
- Finding and correcting errors
- Missing lines
- Duplicate
- Reverse lines
- Review coding
Ready to hit the books?
To submit your application, please click the enrol button below.
To find out more about the Certificate in Xero Basics qualification and short course, please fill out our contact sheet below.
Certificate in Xero Advanced
Just because it’s simple doesn’t mean we can’t get technical. Designed for those who wish to kick their existing Xero proficiency up a notch, the Certificate in Xero Advanced accelerates your abilities with more than a few lesser-known tricks in accounts management, invoice cycling, compliant reporting, and more.
- Advance your Xero skills on an unprecedented level
- Create important budgets
- Manage the reporting of your firm or company, including Business Activity Statement (BAS) and Installment Activity Statement (IAS) reports
The Certificate in Xero Advanced is perfect for:
- Business owners keen on increasing their Xero knowledge
- Those wanting to get into a bookkeeping or accounting career and increase their understanding of accounting concepts applied in Xero
- Those looking to achieve a Xero certification alongside expert knowledge of the software
Details
Price: USD$499
Course Duration: Approximately 2 hours to complete
Access Time: 6 months from enrollment
We’re ready when you are:
Start any time with flexible learning hours and fully remote modules
Ab² students enjoy:
- Deep industry connections to future-proof your career
- Course development and teaching by real-world industry leaders, not academics
- Unrivaled student support by specialists who only serve the accounting industry
- Free student membership with accounting and bookkeeping industry bodies
- 100% flexible – Study online, anytime, anywhere, on any device
Meet your modules
- Find and recode
- Manual journals
- Fixed assets
- Assurance dashboard
- Export accounting data
- History and notes
- Financial settings
- Chart of accounts
- Tax rates
- Fixed asset settings
- Tracking categories
- Conversion balances
- Manual journal entries
- Overview of entries screen
- Creating manual journal entries
- Deleting and voiding entries
- Archiving journal entries
- Editing journal entries
- Copying journal entries
- Creating repeating journal entries
- Posting a cash-only entry
- Importing journal entries
- Using Find & Recode
- Queries
- Recoding
- Viewing recoding history
- Checks
- Prepayments
- Deposits in Advance
- Split payments
- Setting up bank rules
- Cash Coding
- Resolving bank reconciliation errors
- Prepayments
- Deposits in Advance
- Deposits for invoices
- Make Payment and Schedule Payments for Bills
- Managing the sales and purchases
- Credit notes
- Bad debts
- Resolving errors in sales and purchases
Financial Performance
- Budget Manager
- Budget Summary
- Budget Variance
- Business Performance
- Cash Summary
- Executive Summary
- Tracking Summary
Financial Statements
- Balance Sheet
- Depreciation Schedule
- Disposal Schedule
- Fixed Asset Reconciliation
- Income Statement
- Management Report
- Statement of Owner’s Equity
- Year-End Reports
Payables and receivables
- Aged Payables Detail
- Aged Payables Summary
- Aged Receivables Detail
- Aged Receivables Summary
- Billable Expenses – Outstanding
- Contact Transactions – Summary
- Expense Claim Detail
- Income and Expense by Contact
- Payable Invoice Detail
- Payable Invoice Summary
- Receivable Income Detail
- Receivable Invoice Summary
Projects
- Detailed Time
- Project Details
- Project Financials
- Project Summary
Reconciliations
- Account Summary
- Bank Reconciliation Summary
- Bank Summary
- Cash Validation Customer Report
- Inventory Item List
- Reconciliation Reports
- Uncoded Statement Lines
Taxes and balances
- 1099 Report
- Foreign Currency Gains and Losses
- General Ledger
- Journal Report
- Sales Tax Report
- Trial Balance
Transactions
- Account Transactions
- Detailed Account Transactions
- Duplicate Statement Lines
- Inventory Item Details
- Inventory Item Summary
- Sales by Item
- What is inventory?
- Types of inventories
- Tracked and Untracked Inventory
- Setting up Inventory
- Creating an inventory
- Manually
- Importing
- Creating a bill with inventory
- Creating an invoice with inventory
- Inventory Reports
- Connecting with an inventory application
- Set up fixed assets
- Set up asset type
- Add assets
- Importing assets
- Manage assets
- Copy assets
- Sell or dispose
- Depreciation
- How calculated
- Run depreciation
- Rollback depreciation
- Depreciation over multiple months
- Reports
- Creating foreign currency transactions
- Short term cash flow
- Business snapshot
- Business performance
- Budget Manager
- Creating a budget in Xero
- Creating sub-budget
- Setting up Xero expenses
- Reimbursable vs. non-reimbursable
- Submitting expense claims
- Submitting mileage claims
- Paying claims
- Understanding the company’s expense claims
- Setting up Xero projects
- Overview of dashboard
- Creating a project
- Creating a quote for a project
- Adding time
- Adding expenses
- Invoicing projects
- Viewing reports
- Profitability dashboard
Ready to hit the books?
To submit your application, please click the enrol button below.
To find out more about the Certificate in Xero Advanced qualification and short course, please fill out our contact sheet below.
