Course Outline

This Xero course is ideal for individuals who have solid bookkeeping knowledge, have previously used Xero software and wish to expand on their Xero knowledge. Topics include

Payroll Settings

• Understanding Payroll Settings
• Understanding Organisation
• Organisation Tab (Setup)
• Understanding Calendars
• Adding a Pay Calendar
• Understanding Holidays
• Understanding Payslips
• Understanding Superannuation
• Adding a Superannuation Fund
• Understanding Pay Items
• Adding an Earnings Rate
• Adding a Deduction Type
• Adding a Reimbursement Type
• Adding a Leave Type

Adding Employees

• Adding an Employee
• Adding Personal Details
• The Employment Tab Explained
• Completing the Employment Tab
• The Taxes Tab Explained
• Completing the Taxes Tab
• The Bank Accounts Tab Explained
• The Pay Template Explained
• Pay Template – Adding an Earnings Line
• Pay Template – Adding a Deduction Line
• Pay Template – Adding a Super Line
• Pay Template – Adding a Reimbursement Line
• The Opening Balances Tab Explained
• The Notes Tab Explained
• My Payroll

Leave Entitlements

• Understanding Leave Entitlements
• Adding Opening Leave Balances
• Adding Leave Accruals (Enter Rate Method)
• Adding Leave Accruals (Fixed Amount Method)
• Adding Leave Accruals (Variable Method)
• Adding Leave Applications
• Approving Leave Applications

Timesheets

• Understanding Timesheets
• Adding a Timesheet
• Save a Timesheet as a Template
• Adding a Timesheet Using Template
• Approving a Timesheet
• Reverting an Approved Timesheet
• Deleting an Approved timesheet

Conducting a Pay Run

• Understanding Pay Runs
• Commencing a Pay Run
• Pay Run Summary Screen
• Making Changes during a Pay Run
• Posting a Pay Run
• Sending Pay Slips
• Reconciling a Pay Run

Payroll Reports

• Understanding Payroll Reports
• Run A Payroll Report
• View & Filter Payroll Reports (Grouping)
• View & Filter Payroll Reports (Hide Columns)
• View & Filter Payroll Reports (Filter)
• Export Payroll Reports
• Print Payroll Reports

Payroll Obligations

• Understanding Payroll Obligations
• Paying PAYG Withholding
• Paying Superannuation
• Generate the Superannuation Accruals Report
• Paying Deductions
• Reconciling Obligation Payments
• Generating Payment Summaries

Prerequisites

• Participants should have a practical understanding of Xero accounting software in the workplace, or have successfully completed the NBCC Xero for Beginners course.
• Prior to the course commencement all students must have set up their own access to Xero with access to authenticator. Students must have a smart phone in class to access the authenticator.