Career Academy | Industry recognised online courses | Xero | Bookkeeping | Accounting more | Diploma in Xero Diploma in Excel Course Guide

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See what you'll be learning in the Diploma in Xero & Excel

Certificate in Xero

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.
This course will provide an introduction to the Chart of Accounts in Xero and will include but not be limited to the process of accessing the Chart of Accounts, adding new accounts, account classifications and their code ranges, as well as the process that the Xero program applies for tax settings.
This course will provide an introduction to managing contacts in Xero, and will include but not be limited to the process for creating new customers, suppliers and employees in Xero, how to import and export contacts, as well as the process for archiving contacts.
This course will take a look at Xero invoicing, sales, quotes and inventory, including but not limited to the different invoice types available in Xero, customer statements, inventory, and how to create invoices, repeating invoices, quotes and credit notes.
This course will provide an introduction to working with purchases and bills in Xero, including but not limited to the process for managing bills, repeating bills and credit notes in Xero, how to perform batch payments and send remittance advice.
This course will take a look at bank reconciliation in Xero, and will include but not be limited to the process of bank feeds in Xero, how overpayments and prepayments work, and the various bank reconciliation options.
This course will provide an introduction to the Xero Report Centre, and will look at how to generate and view interactive reports in Xero, how to customise, publish and export reports, and the process of creating GST reports and filing a GST return.
This course will provide an introduction to Xero’s add-ons and apps, and will include but not be limited to an overview of four Xero add-ons built and owned by Xero and a look at the Xero App Marketplace.
Complete a practical case study based assessment using Xero.

Certificate in Xero Payroll

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.
This course will provide an introduction to setting up the Xero Payroll module, and will include but not be limited to how to assign users with payroll administration access, how to create pay calendars, and how to create holiday groups.
This course will provide a close look at payroll items in Xero, including but not limited to pay item categories, earnings rates, deductions and reimbursement pay items as well as leave items.
This course will take a look at new employees and leave requests in Xero, and will include but not be limited to setting up employees, entering opening balances, and assigning leave.
This course will provide an introduction to pay templates in Xero, and will include but not be limited to how to produce new pay templates, how to apply changes to pay templates and how to apply changes to employee earnings.
This course will take a close look at creating and posting pay runs in Xero, and will include but not be limited to processing pay runs, creating unscheduled pay runs, reverting posted pay runs and modifying draft payslips.
This course will provide an overview of payslips and payroll reporting in Xero, and will include but not be limited to accessing historical payslips for employees and how to locate and produce payroll reports.
Complete a practical case study based assessment using Xero.

Advanced Certificate in Xero

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.
This course will provide an in-depth overview of aged receivables and payables, a fundamental area for business owners and accounting staff. This includes but is not limited to the aged receivables and payables process and reports, as well as the cash conversion cycle and ratio reports.
This course will provide an overview of fixed assets in Xero, including but not limited to the process for setting up fixed assets, how to view the fixed asset register and disposal schedule, depreciation options and processes, and the fixed asset reconciliation report.
This course will look at how to access the budgeting module in Xero and will include information on the purpose of creating and working to a budget, how to create an overall budget in Xero, and instructions on how to import or export budgets and generate budget reports.
This course will provide guidance on how to set up tracking categories to monitor and analyse different areas of a business, and will include but is not limited to the process for creating tracking categories in Xero, the tracking of budgets and payroll expenses, and how to produce reports with tracking categories.
This course will provide an in-depth look at the reporting options in Xero, including but not limited to an overview of the wide range of reports that can be generated in Xero, GST Return and Reconciliation, and a look at ratio analysis and ratio categories.
This course will provide a close look at the useful tool of creating fully customised templates in Xero, and will include but not be limited to the process of creating and assigning branded themes to invoices, purchase orders and credit notes, making a custom branded theme the new default theme, as well as the process of modifying or deleting existing templates.
This course will provide an introduction to the many features and tools of Xero Projects and Xero Expenses, both Xero products offered as optional integrations to add to a Xero subscription. It will include but not be limited to information on how to add tasks, project quotes and staff cost rates in Xero Projects, as well as how to create, approve, decline and analyse expenses and mileage claims in Xero Expenses.
Complete a practical case study based assessment using Xero.

Official Xero Advisor Certification

Receive access to Xero’s official advisor certification. This contains assessment questions to test your knowledge and understanding of Xero, based on what you have learned in the Certificate in Xero, Certificate in Xero Payroll and Advanced Certificate in Xero. This certification is issued by Xero and is a frequent request of employers.

Certificate in Microsoft Excel

This course will provide an introduction to the key features of Excel, including but not limited to Excel screen components, how to start Excel and the basic layout of worksheets.

This course will provide an introduction to entering data effectively into a worksheet. It will include but not be limited to the fundamentals of data entry, how to enter and remove data from a worksheet, how to adjust a worksheet to accommodate data, and quick data entry techniques.

This course will provide an introduction to the file operations necessary for saving and accessing Excel files, including but not limited to how to save a workbook, how to open and close an existing workbook and how to move between open workbooks.

This course will provide an introduction to the fundamentals of creating calculations in Excel, including but not limited to understanding how to write formulas and use the built-in Excel functions, and the way Excel performs calculations (BEDMAS).

This course will provide an introduction to modifying the layout of a worksheet and how to copy data. It will include but not be limited to how to move and copy data in a worksheet and between worksheets and workbooks, how to make modifications to data, and how to create formulas with absolute cell references.

This course will provide an introduction to formatting commands necessary for effective presentation, including but not limited to setting the number format for cells and how to change the appearance of data using formatting options.

This course will provide an overview of print settings, including but not limited to how to preview a worksheet before printing to ensure the layout is correct and how to print all or part of a workbook or worksheet.

This course will provide an overview of the Sort and Filter features of Excel and their powerful ability to help manipulate lists of data and keep track of information in an orderly fashion. It will include but not be limited to how to sort a table of data, how to filter a table of data and how to work with filtered data.

Complete a practical case study based assessment using Excel.

Intermediate Certificate in Excel

This course will provide an introduction to the Data Sort, Filter and Subtotal features of Excel, powerful tools that enable the user to manipulate lists of data and keep track of information in an orderly fashion. It will include but not be limited to how to prepare, sort and subtotal data, how to filter data and how to trouble-shoot common Sort and Filter issues.

This course will provide an introduction to dealing with calculations that produce unexpected results. It will include but not be limited to how to check the formula is calculating as it should, how to confidently copy cell content as well as understanding how Excel treats cell references, and how to create a formula using absolute and relative cell addressing.

This course will provide an introduction to using multiple worksheets in Excel, including but not limited to how to quickly update and cross-reference between multiple worksheets in an open workbook, how to copy and move data between worksheets and how to apply formats and commands to multiple sheets.

This course will provide an overview of some of the most popular functions used within Excel to build time-saving calculations. It will include but not be limited to the different types of functions, how to insert a function, popular maths functions and logical functions, and date and time functions.

This course will provide an introduction to advanced formatting techniques, including but not limited to the application of conditional formatting to cells in a worksheet, how to manage rules and how to delete rules.

This course will provide an introduction to Macros which are excellent for reducing repetitive tasks and speeding up productivity. It will include but not be limited to recording and storing macros in current workbooks, how to record and store a macro in your personal macro workbook, assigning macros to buttons or the Quick Access toolbar, and removing macros from a file.

This course will provide an introduction to protecting data in Excel, including but not limited to how to protect your data within a worksheet, how to protect your workbook from being changed, password protection for files and removing protection from files.

This course will provide an overview of some of the key features of Microsoft 365, using Excel. It will include but not be limited to the IFS function, the FILTER function arguments, the SORT and SORTBY functions and how to fix SPILL and CALC errors.

Complete a practical case study based assessment using Excel.

Advanced Certificate in Microsoft Excel

This course will provide an introduction to the basics of the different files used within excel including but not limited to text files, csv files, and how to save, import and export data.

This course will provide an introduction to how to use the various Lookup functions to cross-reference data within Excel, including but not limited to vertical lookups, horizontal lookups, the MATCH and INDEX features and the VLOOKUP, HLOOKUP and XLOOKUP functions.

This course will provide an introduction to a range of tasks that allow you to prepare data within Excel for reporting purposes. It will include but not be limited to Conditional Formatting, Rules, how to convert cell formats, how to remove duplicates, how to insert leading zeros and how to replace a formula with its result.

This course will provide an introduction to using tables in Excel, including but not limited to the use of Freeze panes, Table Filtering and Slicers, how to create a calculated column and how to analyse data using a Total Row.

This course will provide an overview of Pivot Tables, including but not limited to how to create them, how to manage the data in the table, how to display percentages, how to group data and add formulas and how to refresh the data.

This course will provide an overview of Pivot Charts, including but not limited to how to create them, how to change the design and layout, how to add and hide elements and how to create combined charts.

Complete a practical case study based assessment using Excel.

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FAQs about our Xero courses

There are no entry requirements or pre-requisites to enrol into this course. You can enrol online directly by clicking on “Enrol Now” and follow the prompts. Alternatively, you can enrol over the phone with our friendly student advisors. Give them a call on 0800 112 0911 or email them at info@thecareeracademy.co.uk

This course costs £699 or only £25 per week on a no deposit, interest free payment plan. Click here to get started now.

This course takes approximately 80 hours, and you’ll have up to 6 months to complete. Study in your own time, at your own pace. Most of The Career Academy courses are designed so that you do one module a week. But if life gets busy you can take longer and even apply for a course extension if you need more time.

Upon the completion of this course, you can obtain a job as an Office Administrator. These jobs in the United Kingdom earn approximately £23,931 per year but can be as high as  £33,696 per year. (Payscale)

Contact a friendly student advisor on 0800 112 0911 to find out about potential career outcomes and see where our courses can take you. Employers also constantly approach The Career Academy looking for students and employers also advertise jobs in the Career Centre (available once you enrol). You’ll also receive a FREE CV review.

This qualification is Internationally recognised. Our qualifications are highly sought after by employers around the world and accredited by global industry bodies such as ICOES.

Your course will be delivered through our online learning platform. You can access our online learning platform from any web browser 24/7 so you can work whenever and wherever you want. You can also interact with your tutors and other students within the learning environment. Online learning allows you to make the best use of your time and puts all the resources you need at your fingertips. There are no set course start dates, you can start whenever you are ready. Your tutors and student services will check in on your progress and help you every step of the way.

Watch this video to see how online learning works:

Absolutely! You’ve got a 14 day cooling off period (or trial period) at the start of your course. Take that time to look through all your learning material and get a feel for online learning. If you decide the course isn’t for you within the trial period, you’ll get a full money back guarantee.

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Career Academy | Industry recognised online courses | Xero | Bookkeeping | Accounting more | Diploma in Xero Diploma in Excel Course Guide
Career Academy | Industry recognised online courses | Xero | Bookkeeping | Accounting more | Diploma in Xero Diploma in Excel Course Guide

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