Xero Advisor Certification Training

Topic 1. Introduction to Xero Accounting System

• Overview of Xero Accounting System
• Setup Company
• Setup Charts of Account
• Setup Bank Account
• Import Data to Bank Account

Topic 2. Input Data to Xero

• Create Expenses
• Create Purchase Order and Bills
• Create Quotation, Invoices
• Create Credit Memo

Topic 3. Manage Goods and Services Tax (GST)

• Singapore Tax and Corporate Laws
• Enter GST for Expenses and Invoices

Topic 4. Financial and Accounting Reports

• Profit and Loss (P&L) Report
• Balance Sheet Report
• Aging Report
• GST Tax Return Report
• Cash Flow Report

Prerequisite

• This course is for intermediate. Basic Xero accounting knowledge is assumed
• Please refer to Basic Xero Accouting Course

Software Requirement

Please sign up Xero account (https://www.xero.com/my/ before the class)

HRDF Funding

Please refer to this video https://youtu.be/Kzpd-V1F9Xs

1-     HRD Corp Grant Helper

How to submit grant applications for HRD Corp Claimable Courses

2-     Employers are required to apply for the grant at least one week before training commences.

Employers must submit their applications with supporting documents, including invoices/quotations, trainer profiles, training schedule and course content.

3-     First, Login to Employer’s e-TRIS account -https://etris.hrdcorp.gov.my

Second, Click Application

4-     Click Grant on the left side under Applications

5-     Click Apply Grant on the left side under Applications

6-     Click Apply

7-     Choose a Scheme Code and select HRD Corp Claimable Courses: Skim Bantuan Latihan Khas. Then, click Apply

8-     Scheme Code represents all types of training that suit the requirements provided by HRD Corp. Below are the list of schemes offered by HRD Corp:

9-     Select your Immediate Officer and click Next

10-  Select a Training Provider, then click Next

11-  Please select a training programme from the list, then key in all the required details and click Next

Select your desired training programme.

Give an explanation on why the participant is required to attend the training. E.g., related to their tasks/ career development, etc.

Explain the background and objective of this training.

Select a relevant focus area. For Employer-Specific Courses, select ‘Not Applicable’.

12-  If the training programme is a micro-credential programme, you are required to complete these 3 fields. Save and click Next

Insert MiCAS Application number

13-  Based on the nine (9) pillars listed below, HRD Corp Focus Area Courses are closely tied to support government initiatives towards nation building. As such, courses offered through the HRD Corp Focus Areas are designed to provide the workforce with skills required for current and future demands. Details of the focus areas are as follows:

14-  Please select a Course Title and Type of Training

15-  Select the correct type of training according to the actual type of training, or as mentioned in the training brochure:

16-  Please key in the Training Location and click Next

17-  Please select the Level of Certification and click Next

18-  Please follow the instructions and key in trainee details

19-  Click Add Batch, then click Save

20-  Click Add Trainee Details

21-  Please key in all the required details, then click Add

22-  Click Add if there are more participants. Once done, click Save

23-  Click Next

24-  Please key in the course fees and allowance details, then click Save

25-  Estimated cost includes the course fees/external trainer fees, allowances, and consumable training materials. Please comply with the HRD Corp Allowable Cost Matrix.

26-  Select Upfront Payment to Training Provider and key in the percentage from 0% to 30%. Then, click Save and Next

27-  Complete the declaration form and select a desired officer

28-  Add all the required documents, then click Add Attachment. Then, click Save and Submit Application

29-  Once the New Grant Application is successfully submitted, the Grant Officer will evaluate the application accordingly. The application may be queried if additional information is required.

The application status will be updated via the employer’s dashboard, email, and the e-TRiS inbox.

1. Business owners
2. Accountants
3. Xero users
4. Administrators

Ravindran Raman: Ravindran Raman worked in foreign and domestic commercial banks in Malaysia covering various departments such as operations, retail, credit, trade finance, hire purchase, transaction banking as well in Islamic banking products and services. Conducted various training locally and overseas. Career span in banking and financial institutions enabled to expand practical banking knowledge and experience into Distance Learning University and Conventional University, whereby has developed academic study materials, training banking modules, development of short courses & education programmes.

A certified TTT Trainer by PSMB(HRDF) and holds a Master’s of Science in Banking with dissertation in Islamic banking, a Bachelor’s Degree in Business Administration (Honours) majoring in International Business. Further he also holds an Advance Diploma & Diploma in Business Administration (ABE) from UK.

TRAINING: Certified TTT Trainer by PSMB (HRDF) certification. AFFILIATE MEMBER: Asian Institute of Chartered Banker (AICB). SITTING ON ACCREDITATION PANEL: Panel member for Finance Accreditation Agency (FAA), UNDER BANK NEGARA MALAYSIA & SECURITIES COMMISION of MALAYSIA. Reviewing, assessing, recommendation and performing accreditation for provisional & full accreditation programme submitted by all Malaysian banks or by any registered training provider (RTP).

AREA OF EXPERTISE: Starting up Export & Import (Shipping Unit) for SME, Training, Consultation, Banking, Finance, Trade Finance, Letter of Credits, Supply Chain, Shipping & Logistics, E-Learning, Open Distance Learning (ODL), Academic Module Content Development, International Trade Finance, Accounting, Financial Management, Business Management, Credit Evaluation, Business Report Writing, Loan Processing and Financing Facility Arrangement.

Ramin Majid: Ramin Majid has more than 5 years’ experience in the field of accounting and financial planning. High knowledge of IGCSEs & A Levels Curriculum and Standards. He specializes in accounting and company auditing and has been improving his skills from training and courses he is proficient in many software such as Quickbooks, OpenERP, Odoo, etc.