1300 888 724 8.30am to 5:30pm AEST (Mon-Fri) info@dynamicwebtraining.com.au

Xero Essentials Course

(4.83 out of 5) 832 Student Reviews

About the Course

During this 1 day hands-on course, participants will develop the skills necessary to navigate and utilise the various features of Xero. Participants will work through real world examples to gain a working knowledge that will allow for day to day use of the Xero accounting software. All courses are taught by experienced Xero consultants with real world bookkeeping experience.

Who should do this course?

This course is intended for those who wish to learn how to use the Xero accounting software to manage the day to day operations of a small or medium sized business. It is ideal for bookkeepers, accountants and business owners looking to transition from other accounting platforms.

Prerequisites

This course is suitable for participants with good experience in using other accounting packages and want to get up to speed with Xero quickly. Participants must come ready with a username and password to access their own Xero account or Xero trial account.

Course Details

Course Dates

  • Sydney Class Dates

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

    03 Feb 20 Mon
    20 Feb 20 Thu
    02 Mar 20 Mon
    18 Mar 20 Wed
    30 Mar 20 Mon
    17 Apr 20 Fri
    28 Apr 20 Tue
    14 May 20 Thu
    26 May 20 Tue
    09 Jun 20 Tue
    22 Jun 20 Mon
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    20 Jan 20 Mon
    05 Feb 20 Wed
    19 Feb 20 Wed
    05 Mar 20 Thu
    16 Mar 20 Mon
    31 Mar 20 Tue
    17 Apr 20 Fri
    27 Apr 20 Mon
    13 May 20 Wed
    28 May 20 Thu
    09 Jun 20 Tue
    24 Jun 20 Wed
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    11 Feb 20 Tue
    10 Mar 20 Tue
    07 Apr 20 Tue
    07 May 20 Thu
    02 Jun 20 Tue
  • Canberra Class Dates

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    Level 4, 54 Marcus Clarke Street, Canberra , ACT 2601

    21 Feb 20 Fri
    06 Mar 20 Fri
    17 Apr 20 Fri
    15 May 20 Fri
    12 Jun 20 Fri
  • Adelaide Class Dates

    19 Young Street, Adelaide , SA 5000

    Classes scheduled on demand in Adelaide

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

  • Perth Class Dates

    Level 1, 140 St Georges Terrace, Perth , WA 6000

    Classes scheduled on demand in Perth

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

Course Units

Expand full topic list

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
  • Bank Rules
  • Creating A Bank Rule
  • Editing A Bank Rule
  • Bank Statements & Importing
  • Importing A Bank Statement

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Unit 6: 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 7: 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 8: 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 9: Reconciliation

  • Understanding Reconciliation
  • The Reconciliation Screen
  • Cash Coding
  • Bank Statement
  • Account Transactions
  • Matching
  • Part Payments
  • Minor Adjustments
  • Prepayments
  • Overpayments
  • Creating Spend And Receive Transactions
  • Auto Suggestion
  • Transfers Between Bank Accounts
  • Discuss Tab
  • Editing Transactions
  • Editing a Transaction
  • Reconciliation Report

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Unit 10: 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 11: Activity Statement

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

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Related Courses

Course Reviews

(5.00 out of 5) Suzie B [ 16 December, 2019 ]
Samantha has been thorough in her delivery of Xero course today, and explained so many new things I did not have knowledge about and clarified questions i have had for a number of years. Thank you very much.
(4.40 out of 5) GINA [ 16 December, 2019 ]
Samantha was a great and informative teacher who had great advice in relation to blending info in from my old MYOB software knowledge.
(4.90 out of 5) Karen M [ 09 December, 2019 ]
This course was amazing, Gordon presented the content in a great way. I found it very informative, but alot to learn in one day.
(5.00 out of 5) Deb P [ 09 December, 2019 ]
Great coverage of the basics with extra advanced information thrown in where necessary. Very good instructor.

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Xero Package


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