Course Content
What the Xero Accounting course covers
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Unit 1: Xero Introduction
- Cloud Based Accounting
- Understanding Logins, Access and Pricing
- Understanding my Xero
- Access my Xero
- Access the Xero Demo Company
- Creating a New Organisation
- Completing the Setup Guide
- Understanding the Xero Dashboard
- Understanding the Xero Menus, Icons & Tabs
- Getting Help & Support
- Understanding Xero Notifications
- Understanding Xero Files
- Uploading a File to the Inbox
- Taking a Photo
- Emailing a File to the Inbox
- Creating a Folder
- Create a Transaction from Files
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Unit 2: Xero Setup
- Understanding Organisation Settings
- Understanding Financial Settings
- Understanding Tracking Categories
- Creating Tracking Categories
- Rename a Tracking Category
- Archive or Delete a Tracking Category
- Restore a Tracking Category
- Understanding Multi-Currency
- Adding a Currency
- View or Edit a Currency
- Understanding Tax Rates
- Add a Tax Rate
- Understanding Email Settings
- Create an Email Template
- View or Edit an Email Template
- Add an Email Address
- Add a Custom Contact Link
- Send a Xero Network Invite (Xero to Xero)
- Understanding Add-ons
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Unit 3: Users
- Understanding User Roles
- Adding a User
- Editing a User
- Removing a User
- Inviting Xero Support
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Unit 4: Chart of Accounts
- Understanding Chart of Accounts
- Account Input Fields
- Importing a Chart of Accounts
- Adding an Account
- Editing an Account
- Deleting an Account
- Archiving an Account
- Restoring an Account
- Exporting a Chart Of Accounts
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Unit 5: Bank Accounts
- Understanding Bank Accounts & Bank Feeds
- Adding a Bank Account
- Adding a Credit Card
- Establishing Bank Account Feeds
- Establishing Credit Card Feeds
- Adding a PayPal Account
- Establishing PayPal Feeds
- Account Transactions
- Creating a Spend Money Transaction
- Creating a Receive Money Transaction
- Creating a Transfer Money Transaction
- Archiving a Bank Account
- Restoring a Bank Account
- Understanding Bank Rules
- Creating a Bank Rule
- Editing a Bank Rule
- Bank Statements & Importing
- Importing a Bank Statement
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Unit 6: Conversion Balances
- Understanding Conversion Balances
- Understanding the Conversion Date
- Setting the Conversion Date
- Entering Conversion Balances
- Entering Comparative Balances
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Unit 7: Contacts
- Understanding Contacts
- Contact Input Fields
- Importing Contacts
- Creating a Contact Group
- Allocating To a Contact Group
- Adding a Contact
- Editing a Contact
- Archiving a Contact
- Restoring a Contact
- Merging Contacts
- Exporting Contacts
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Unit 8: Inventory
- Understanding Inventory
- Inventory Input Fields
- Creating an Inventory Item (Untracked)
- Creating an Inventory Item (tracked)
- Editing an Inventory Item
- Opening Balances (Tracked Items)
- Exporting Inventory Items
- Importing Inventory Items
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Unit 9: Invoicing - Sales
- Understanding Invoice Settings
- Adding a Payment Service
- Branding Theme Input Fields
- Creating a Branding Theme
- Editing, Copying & Deleting a Branding Theme
- Understanding the Sales Dashboard
- Invoice States
- Invoice Input Fields
- Creating a New Invoice
- Attaching Files to Invoices
- Editing an Invoice
- Copying an Invoice
- Voiding an Invoice
- Emailing an Invoice
- Printing an Invoice
- Recording a Payment
- Sending Receipts
- Searching Invoices
- Understanding Repeating Invoices
- Creating a Repeating Invoice
- Understanding Credit Notes
- Creating a Credit Note
- Importing Invoices
- Understanding Statements
- Sending a Statement
- Batch Deposits
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Unit 10: Quotes
- Understanding Quotes
- Quote Input Fields
- Quote States
- Creating a Quote
- Sending, Printing and Deleting a Quote
- Accepting or Declining a Quote
- Copying Quotes
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Unit 11: Purchases
- Understanding the Purchases Dashboard
- Bill States
- Bill Input Fields
- Creating a New Bill
- Attaching Files to Bills
- Editing a Bill
- Copying a Bill
- Voiding a Bill
- Importing Bills
- Recording a Payment
- Sending a Remittance
- Searching Bills
- Understanding Repeating Bills
- Creating a Repeating Bill
- Understanding Credit Notes
- Creating a Credit Note
- Understanding Batch Payments
- Creating a Batch Payment
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Unit 12: Purchase Orders
- Understanding Purchase Orders
- Purchase Order States
- Creating a Purchase Order
- Editing or Deleting a Purchase Order
- Sending or Printing a Purchase Order
- Marking a Purchase Order as Billed
- Copying a Purchase Order
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Unit 13: Expense Claims
- Understanding Expense Claims
- Expense Claim Input Fields
- Expense Claim States
- Creating an Expense Claim
- Editing and Viewing Expense Claims
- Submitting an Expense Claim
- Approving an Expense Claim
- Declining an Expense Claim
- Paying an Expense Claim
- Searching for Previous Claims
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Unit 14: Reconciliation
- Understanding Reconciliation
- The Reconciliation Screen
- Cash Coding
- Bank Statement (Tab)
- Account Transactions (Tab)
- Matching
- Part Payments
- Minor Adjustments
- Prepayments
- Overpayments
- Creating Spend and Receive Transactions
- Auto Suggestion
- Transfers between Bank Accounts
- Discuss Tab
- Editing Transactions
- Reconciliation Report
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Unit 15: Fixed Assets
- Understanding Fixed Assets
- Fixed Asset States
- Fixed Asset Input Fields
- Fixed Asset Start Date
- Creating a Fixed Asset
- Importing Fixed Assets
- Understanding Depreciation
- Running Depreciation
- Rolling Back Depreciation
- Selling And Disposing of Assets
- Selling a Fixed Asset
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Unit 16: Reports
- Understanding Reports
- Common Reporting Functions
- Adding a Summary
- Adding a Footnote
- Save a Report (Draft)
- Publish a Report
- Export a Report
- Understanding Report Layout Options
- Creating a Layout
- Apply a Layout
- Edit a Layout
- Delete a Layout
- Understanding Report Layout Options
- Create a Budget
- Import a Budget
- Export a Budget
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Unit 17: Activity Statement
- Understanding Activity Statements
- Complete a Business Activity Statement (BAS)
- Complete an Instalment Activity Statement (IAS)
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