08. September 2020 - 9:30 till 13:00
Scrutton Bland, Ipswich
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An introduction to Xero and Receipt Bank | Tuesday, 08. September 2020

In an increasingly busy world, making the best use of your time is critical to the efficient running of your business. In this practical and hands-on training workshop we will guide you through how to get the most out of your Xero software and introduce you to Receipt Bank, a revolutionary new way of logging and reconciling your expenses without the need for an envelope stuffed full of paper! We will provide laptops and training guides to help you get the most of out the session.

Who should attend?

Anyone who has already made the decision to harness the benefits of the cloud using Xero and who wants to make the most of the software and understand how it can benefit your business. To get the most from the session it would be beneficial to have an understanding of traditional book-keeping recording and procedures.

Course content

In this half day course, you will gain an understanding of the functions and capabilities of the Xero cloud accounting programme including:

Setting up Xero and amending general settings

Basic inventory within Xero

Raising sales quotes and invoices

Entering purchase invoices and credit notes

Preparing and filing your VAT return

Using your contacts

How to reconcile the bank, including bank rules

A review of the reporting functionality within Xero

A review of Receipt Bank and how this links with Xero

Our Introduction to Xero and Receipt Bank workshop is certified by the Continuing Professional Development Service (CPD). Following the workshop all delegates will receive a certificate of attendance, which can be used to register CPD points on your personal record.


09:30  Registration and tea/coffee09:35  Introduction09:50  Session 111:15  Refreshments11:30  Session 213:00  Q&A and buffet lunch


£75.00 per person, including refreshments and buffet lunch


What are my transport/parking options for getting to and from the workshop?

Our Ipswich office is in the Ipswich Town Cente and has great public transport links. 

Bus: Tower Ramparts Bus Station is less than a five minute walk from our office. 

Car Parking: There are many car parks within walking distance to our office, but the two closest car parks which are both less than a two minute walk away are the Ipswich Borough Council Crown Street Car Park, IP1 3HS and the NCP Ipswich Tower Ramparts Car Park, IP1 3DH.

How can I contact the organiser with any questions?

Please email email if you have any questions or queries.

What should I bring with me to this workshop?

Laptops are provided at this workshop so that you can gain hands on practical experience. A copy of the presentation slides will also be provided so that you can make notes throughout the session as well.