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Xero Accounting

(4.81 out of 5) 260 Student Reviews

About the Course

During this comprehensive 2 day Xero course, participants will work through real world examples to obtain a sound knowledge of Xero. The skills and knowledge acquired in this course will allow the user to manage a small or medium businesses accounting requirements as well as produce and manage purchase orders and invoices, manage accounts payable and accounts receivable, and produce BAS documentation and much more.

Who should do this course?

This course is intended for first time users of Xero accounting software who wish to manage the operations of a small or medium sized business. This course assumes no prior knowledge of Xero, and is ideal for participants just starting out with Xero. Those transitioning from other accounting platforms will also find this course helpful.

Prerequisites

The course is designed for participants with little or no previous knowledge of Xero. However, participants must come ready with a username and password to access their own Xero account or Xero trial account.

Quick Facts

$ 770 incl GST

Duration: 2 Days

Max. Class Size: 10

Avg. Class Size: 5

Level: Beginner

Times: 9.00am to 5.00pm approx

Course Dates

17-18 Jul 17Mon - Tue

09-10 Aug 17Wed - Thu

28-29 Aug 17Mon - Tue

18-19 Sep 17Mon - Tue

11-12 Oct 17Wed - Thu

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Address

Level 11,
32 Walker Street,
North Sydney , NSW 2060

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28-29 Jun 17Wed - Thu

19-20 Jul 17Wed - Thu

07-08 Aug 17Mon - Tue

30-31 Aug 17Wed - Thu

18-19 Sep 17Mon - Tue

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Address

Level 12
379 Collins Street,
Melbourne , VIC 3000

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05-06 Jul 17Wed - Thu

01-02 Aug 17Tue - Wed

29-30 Aug 17Tue - Wed

20-21 Sep 17Wed - Thu

25-26 Oct 17Wed - Thu

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Address

C/O Support Technology
Level 6, 371 Queen Street,
Brisbane , QLD 4000

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Upon demand

This course is currently upon demand in Canberra

Address

C/O Atlas Business Services
Level 1, 33 Ainslie Place,
Canberra , ACT 2601

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Upon demand

This course is currently upon demand in Adelaide

Address

C/O The International Visualisation Centre (IVC)
19 Young Street,
Adelaide , SA 5000

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Upon demand

This course is currently upon demand in Perth

Address

C/O Saxons Training Facilities
Level 1, 140 St Georges Terrace,
Perth , WA 6000

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Please Join the waiting list and We'll notify you when a new class is scheduled or if a place becomes available.

Course Units

Expand full topic list

Unit 1: Xero Introduction

See topics

  • 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

Unit 2: Xero Setup

See topics

  • 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

Unit 3: Users

See topics

  • Understanding User Roles
  • Adding a User
  • Editing a User
  • Removing a User
  • Inviting Xero Support

Unit 4: Chart of Accounts

See topics

  • 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

Unit 5: Bank Accounts

See topics

  • 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

Unit 6: Conversion Balances

See topics

  • Understanding Conversion Balances
  • Understanding the Conversion Date
  • Setting the Conversion Date
  • Entering Conversion Balances
  • Entering Comparative Balances

Unit 7: Contacts

See topics

  • 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

Unit 8: Inventory

See topics

  • 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

Unit 9: Invoicing - Sales

See topics

  • 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

Unit 10: Quotes

See topics

  • Understanding Quotes
  • Quote Input Fields
  • Quote States
  • Creating a Quote
  • Sending, Printing and Deleting a Quote
  • Accepting or Declining a Quote
  • Copying Quotes

Unit 11: Purchases

See topics

  • 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

Unit 12: Purchase Orders

See topics

  • 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

Unit 13: Expense Claims

See topics

  • 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

Unit 14: Reconciliation

See topics

  • 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

Unit 15: Fixed Assets

See topics

  • 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

Unit 16: Reports

See topics

  • 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

Unit 17: Activity Statement

See topics

  • Understanding Activity Statements
  • Complete a Business Activity Statement (BAS)
  • Complete an Instalment Activity Statement (IAS)

Reviews

(5.00 out of 5) Rose Y [ 07 June, 2017 ]
The course is very relevant to the real application. I am confident about going back and start working in Xero and start a bit of customisation. Love the course!
(4.50 out of 5) Liqian J [ 07 June, 2017 ]
Very valuable course for learners with no previous knowledge about Xero. The Tainer Samantha is very friendly and informative.

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(4.50 out of 5) Michelle M [ 07 June, 2017 ]
The course has given insights into areas of Xero I haven't been exposed to, great to reinforce areas of knowledge I have already
(4.90 out of 5) Sara P [ 07 June, 2017 ]
very useful even though have had no accounting background. the instructor used information to help in everyday situation.

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