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Basic Accounting using Xero

Basic Accounting for Non-Finance Managers or Founders is a one-day public workshop which aim to provide an overview of the accounting knowledge and essentials to assist the managers, executives and founders in their daily activities. You will take some hands on demonstration to do the following: bookkeeping, invoice management, expense management and reading financial statements using Xero and how they interact in business decision-making. End of the day, you will how to use Xero to perform basic accounting to aid decision making.

Topics include:

  • What is accounting?
  • Reading 3 basic statements: balance sheets, income statements and cash flow statement.
  • Setting up Xero
  • Operating invoice management using Xero
  • Operating expense management using Xero
  • Using Xero to enable daily accounting matters [tax, budget, user]

HRDF SBL Claimable for Employers Registered with HRDF

HRDF claimable

Course Code: M562

Course Booking


Course Date

Course Time

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Course Cancellation/Reschedule Policy

We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% to participants.
Note the venue of the training is subject to changes due to class size and availability of the classroom.
Note the minimal class size to start a class is 3 Pax.

Course Details

Module 1. Basics of Accounting

  • What is accounting?
  • Bookkeeping
  • Financial accounting

Module 2. Financial Accounting

  • Financial accounting
  • Overview of the balance sheet
  • Balance sheet example
  • Limitations of the balance sheet
  • Differences between the balance sheet and income statement
  • Overview of the income statement
  • Income statement example
  • Overview of the cash flow statement
  • Cash flow example
  • Summary of financial reporting

Module 3. Managerial Accounting

  • Product costing
  • Break even
  • Budgets
  • Real life examples of managerial accounting

Module 4. Xero Account Setup

  • Sign Up Xero Online
  • Xero Online Plan
  • Xero Online Dashboard
  • Chart of Accounts Setup
  • Company Setup
  • Setting: Organization
  • Setting: Charts of Account
  • Setting: Others

Module 5. Set Up a bank account

  • Create a bank account + bank feed setup
  • Import data into the bank account

Module 6. Issue an invoice

  • Directly Issue an invoice
  • Issue a quotation
  • Convert the quotation into invoice
  • Enable online payment to the invoice
  • Add credit note to write off bad debt
  • Overview on invoice management

Module 7. Expenses

  • Purchase Order / Bill
  • Claim Expense

Module 8. Tax

  • Setting up the tax
  • View the tax report

Module 9 - Reports

  • All Reports
  • Popular Reports
  • Running Reports

Module 10. Other Tasks

  • Manager Users
  • Connected Apps
  • Help & Resources

Who Should Attend

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




Angeline Chua has more than 8 years experience in Financial Planning & Analysis at CIMB Bank Singapore. She is specialize in accounting and company auditing and has been improving her skills from training and courses. Having many years of experience in Singapore banking industry, she is proficient many softwares such as Quickbooks, OpenERP, Odoo, etc.

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