Course Details
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
Final Assessment
- Written Assessment - Short Answer Questions (WA-SAQ)
- Oral Questioning (OQ)
Course Info
Promotion Code
Promo or discount cannot be applied to WSQ courses
Minimum Entry Requirement
Knowledge and Skills
- Able to operate using computer functions with minimum Computer Literacy Level 2 based on ICAS Computer Skills Assessment Framework
- Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)
Attitude
- Positive Learning Attitude
- Enthusiastic Learner
Experience
- Minimum of 1 year of working experience.
- Minimum 18 years old
Minimum Software/Hardware Requirement
Software:
You can sign up a cloud version of Xero Accounting
Hardware: Windows and Mac Laptops
About Progressive Wage Model (PWM)
The Progressive Wage Model (PWM) helps to increase wages of workers through upgrading skills and improving productivity.
Employers must ensure that their Singapore citizen and PR workers meet the PWM training requirements of attaining at least 1 Workforce Skills Qualification (WSQ) Statement of Attainment, out of the list of approved WSQ training modules.
For more information on PWM, please visit MOM site.
Funding Eligility Criteria
| Individual Sponsored Trainee | Employer Sponsored Trainee |
|
|
|
SkillsFuture Credit:
PSEA:
|
Absentee Payroll (AP) Funding:
SFEC:
|
Steps to Apply Skills Future Claim
- The staff will send you an invoice with the fee breakdown.
- Login to the MySkillsFuture portal, select the course you’re enrolling on and enter the course date and schedule.
- Enter the course fee payable by you (including GST) and enter the amount of credit to claim.
- Upload your invoice and click ‘Submit’
SkillsFuture Level-Up Program
The SkillsFuture Level-Up Programme provides greater structural support for mid-career Singaporeans aged 40 years and above to pursue a substantive skills reboot and stay relevant in a changing economy. For more information, visit SkillsFuture Level-Up Programme
Get Additional Course Fee Support Up to $500 under UTAP
The Union Training Assistance Programme (UTAP) is a training benefit provided to NTUC Union Members with an objective of encouraging them to upgrade with skills training. It is provided to minimize the training cost. If you are a NTUC Union Member then you can get 50% funding (capped at $500 per year) under Union Training Assistance Programme (UTAP).
For more information visit NTUC U Portal – Union Training Assistance Program (UTAP)
Steps to Apply UTAP
- Log in to your U Portal account to submit your UTAP application upon completion of the course.
Note
- SSG subsidy is available for Singapore Citizens, Permanent Residents, and Corporates.
- All Singaporeans aged 25 and above can use their SkillsFuture Credit to pay. For more details, visit www.skillsfuture.gov.sg/credit
- An unfunded course fee can be claimed via SkillsFuture Credit or paid in cash.
- UTAP funding for NTUC Union Members is capped at $250 for 39 years and below and at $500 for 40 years and above.
- UTAP support amount will be paid to training provider first and claimed after end of class by learner.
Appeal Process
- The candidate has the right to disagree with the assessment decision made by the assessor.
- When giving feedback to the candidate, the assessor must check with the candidate if he agrees with the assessment outcome.
- If the candidate agrees with the assessment outcome, the assessor & the candidate must sign the Assessment Summary Record.
- If the candidate disagrees with the assessment outcome, he/she should not sign in the Assessment Summary Record.
- If the candidate intends to appeal the decision, he/she should first discuss the matter with the assessor/assessment manager.
- If the candidate is still not satisfied with the decision, the candidate must notify the assessor of the decision to appeal. The assessor will reflect the candidate’s intention in the Feedback Section of the Assessment Summary Record.
- The assessor will notify the assessor manager about the candidate’s intention to lodge an appeal.
- The candidate must lodge the appeal within 7 days, giving reasons for appeal
- The assessor can help the candidate with writing and lodging the appeal.
- he assessment manager will collect information from the candidate & assessor and give a final decision.
- A record of the appeal and any subsequent actions and findings will be made.
- An Assessment Appeal Panel will be formed to review and give a decision.
- The outcome of the appeal will be made known to the candidate within 2 weeks from the date the appeal was lodged.
- The decision of the Assessment Appeal Panel is final and no further appeal will be entertained.
- Please click the link below to fill up the Candidates Appeal Form.
Job Roles
- Accountant
- Bookkeeper
- Financial Controller
- Business Owner
- Finance Manager
- Accounts Payable Specialist
- Accounts Receivable Specialist
- Financial Analyst
- Small Business Consultant
- Office Manager
- Payroll Administrator
- Budgeting Specialist
- Tax Preparer
- Accounting Clerk
- Finance Coordinator
Trainers
Iris Wang: Iris Wang is a seasoned accounting and finance professional with over 15 years of experience in financial reporting, taxation, and business advisory for small and medium enterprises (SMEs). She has worked with a wide range of businesses to implement efficient accounting systems, streamline tax compliance, and enhance overall financial transparency. Proficient in multiple accounting platforms such as Xero, QuickBooks, and MYOB, Iris combines deep technical expertise with a strong understanding of Singapore’s financial regulations and tax framework. Her extensive industry experience allows her to translate complex accounting principles into practical, actionable strategies for business owners and finance teams.
In “Unlocking the Power of Accounting and Tax Systems for SMEs,” Iris focuses on helping participants understand how to leverage modern accounting and tax software to improve business efficiency and compliance. Her sessions emphasize automation, data accuracy, and real-time reporting to support better financial decision-making. Through practical demonstrations and case-based learning, she guides learners in optimizing accounting workflows, managing tax obligations effectively, and harnessing digital tools to strengthen financial control and business growth.
Bell Ang Chai Huat: Bell Ang is an ACTA-certified trainer with over four decades of experience spanning accounting, finance, HR, and IT consulting. With 25 years in accounting and 15 years in ERP system implementation, she has managed full-set accounts, GST submissions, payroll, and financial reporting across diverse industries. She has also led system implementations for software such as Oracle ERP, Scala, Hyperion, and MYOB, making her well-versed in both the financial and technological aspects of accounting systems.
In her training, Bell emphasizes practical applications of accounting and tax systems for SMEs, focusing on areas such as GST compliance, payroll integration, and the generation of financial statements for decision-making. By blending her accounting expertise with IT consulting skills, she ensures learners gain confidence in using modern accounting tools to streamline operations, maintain compliance, and enhance business performance.
Malcolm Soo Chee Kong: Malcolm Soo is an ACTA-certified trainer and Chartered Accountant of Singapore with more than 20 years of professional experience in accounting, financial planning, and internal control compliance. His career includes senior roles at JTC Corporation and Eu Yan Sang, where he was responsible for financial reporting, budgeting, and system integration. He has delivered training in LCCI accounting modules and corporate programs on financial systems, focusing on bridging technical accounting knowledge with practical business applications.
In his training for SMEs, Malcolm specializes in helping participants understand the integration of accounting and tax systems with financial management processes. His sessions cover account setup, tax reporting, receivables and payables management, and compliance frameworks. With his strong accounting and training background, he equips learners to leverage accounting systems effectively to improve business transparency and financial governance.
Gary Chan: Gary Chan is an ACTA-certified trainer, Chartered Accountant (ACCA, ISCA), and senior corporate finance executive with over 25 years of experience in multinational corporations and SMEs. He has served as Regional CFO, Director of Corporate Services, and Vice President for Asia Pacific, overseeing accounting, taxation, and business strategy functions. As a trainer, Gary has delivered accounting and finance programs for institutions such as Singapore Polytechnic, LSBF, and the Singapore Business Federation.
In his training, Gary emphasizes how SMEs can harness accounting and tax systems to strengthen compliance and business performance. He guides learners through bookkeeping, tax planning, financial analysis, and system-enabled reporting, enabling participants to transform raw financial data into actionable insights. By combining strategic vision with hands-on training, Gary empowers SME owners and professionals to unlock the full potential of accounting and tax systems for sustainable growth.
Customer Reviews (144)
- will recommend Review by Course Participant/Trainee
-
More real life scenarios (Posted on 3/19/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
, (Posted on 2/23/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
Malcolm is very patient while explaining the things I need clarification on. (Posted on 2/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recmmend Review by Course Participant/Trainee
-
. (Posted on 2/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recomend Review by Course Participant/Trainee
-
Malcolm is very patient while explaining the things I need clarification on. (Posted on 2/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
Longer course duration (more time)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment
Air-con is too cold (Posted on 2/7/2022) - might recommend Review by Course Participant/Trainee
-
. (Posted on 1/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
Laptop issued is slow (Posted on 1/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
. (Posted on 1/22/2022)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - trainer was interactive Review by Course Participant/Trainee
-
trainer was interactive and able to answer my questions (Posted on 12/27/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
, (Posted on 12/8/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
. (Posted on 11/19/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
. (Posted on 11/19/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
. (Posted on 11/17/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - All Good Review by Course Participant/Trainee
-
The connection slow (Posted on 11/4/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - Trainer went too fas Review by Course Participant/Trainee
-
Remove topic 3 and the accounting concepts parts in topic 4 as this is neither a taxation nor an accounting course. Suggest to dedicate the time to cover other features of Xero such as manual journal entries, analytics, fixed assets and inventory reporting, etc.1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment
Trainer went too fast, partly caused by Xero down time in the morning. Most importantly I believe cutting down topics 3 and 4 should help. (Posted on 11/3/2021) - All Good Review by Course Participant/Trainee
-
All Good (Posted on 11/3/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
A bit confuse to go in Xero when need to verify1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment
Student need to have some basic knowlegde for gadgets when need zoom class (Posted on 10/21/2021) - Gary is an extremely knowledgeable & experienced trainer. Review by Course Participant/Trainee
-
Gary is an extremely knowledgeable & experienced trainer. He speaks well and is extremely clear in his explanations. Exudes very positive vibes! (Posted on 10/13/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment - will recommend Review by Course Participant/Trainee
-
. (Posted on 9/26/2021)1. Do you find the course meet your expectation? 2. Do you find the trainer knowledgeable in this subject? 3. How do you find the training environment








