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

Xero Essentials Course

(4.82 out of 5) 822 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

    28 Nov 19 Thu
    16 Dec 19 Mon
    08 Jan 20 Wed
    23 Jan 20 Thu
    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

    26 Nov 19 Tue
    09 Dec 19 Mon
    10 Jan 20 Fri
    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

    17 Dec 19 Tue
    16 Jan 20 Thu
    11 Feb 20 Tue
    10 Mar 20 Tue
    14 Apr 20 Tue
    14 May 20 Thu
    09 Jun 20 Tue
  • Canberra Class Dates

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

    13 Dec 19 Fri
    10 Jan 20 Fri
    07 Feb 20 Fri
    06 Mar 20 Fri
    17 Apr 20 Fri
    15 May 20 Fri
    12 Jun 20 Fri
  • Perth Class Dates

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

    13 Dec 19 Fri
    30 Jan 20 Thu
    26 Feb 20 Wed
    03 Apr 20 Fri
    14 May 20 Thu
    25 Jun 20 Thu
  • 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.

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

(4.00 out of 5) Zeina N [ 12 November, 2019 ]
this is a resit for me and have to say i learnt so much more in this Session Lana was excellent in how she covered everything
(5.00 out of 5) Natalie D [ 30 October, 2019 ]
Extremely helpful and informative. I feel I've gained an enormous amount of confidence and a far better understanding of the platforms and features of Xero. Thank you Gordon.
(5.00 out of 5) Belinda R [ 22 October, 2019 ]
This provided much more information than I needed for our organisation, however I still found it informative.
(5.00 out of 5) Clare S [ 03 October, 2019 ]
Fantastic course. easy to understand for someone with minimal booking keeping knowledge. Very useful and practical.

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