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

Xero Essentials Course

(4.82 out of 5) 755 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

    31 May 19 Fri
    13 Jun 19 Thu
    24 Jun 19 Mon
    10 Jul 19 Wed
    26 Jul 19 Fri
    05 Aug 19 Mon
    20 Aug 19 Tue
    06 Sep 19 Fri
    18 Sep 19 Wed
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    27 May 19 Mon
    11 Jun 19 Tue
    24 Jun 19 Mon
    11 Jul 19 Thu
    23 Jul 19 Tue
    09 Aug 19 Fri
    22 Aug 19 Thu
    02 Sep 19 Mon
    17 Sep 19 Tue
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    04 Jun 19 Tue
    02 Jul 19 Tue
    01 Aug 19 Thu
    27 Aug 19 Tue
    24 Sep 19 Tue
  • Canberra Class Dates

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

    28 Jun 19 Fri
    26 Jul 19 Fri
    23 Aug 19 Fri
    20 Sep 19 Fri
    18 Oct 19 Fri
    15 Nov 19 Fri
    13 Dec 19 Fri
  • Adelaide Class Dates

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    19 Young Street, Adelaide , SA 5000

    14 Jun 19 Fri
    12 Jul 19 Fri
    07 Aug 19 Wed
    13 Sep 19 Fri
    04 Oct 19 Fri
    30 Oct 19 Wed
    27 Nov 19 Wed
  • Perth Class Dates

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

    25 Jun 19 Tue
    25 Jul 19 Thu
    23 Aug 19 Fri
    17 Sep 19 Tue
    18 Oct 19 Fri
    11 Nov 19 Mon
    13 Dec 19 Fri

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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Course Reviews

(5.00 out of 5) Joanne J [ 17 May, 2019 ]
A lot of information to absorb in one session, but all very worthwhile and necessary information. The course was set at a really good pace with the instructor providing support and information when required. Very worthwhile.
(5.00 out of 5) Leah B [ 09 May, 2019 ]
Found the course very informative - no experience in Xero previously. Feel confident to start using the program
(4.30 out of 5) Paul R [ 15 April, 2019 ]
I came as one of my staff is moving from MYOB to Xero and I wanted to agree reasonable expectations. I am trained as an accountant but have been in management for most of my career. I learned a lot.
(5.00 out of 5) Caine [ 15 April, 2019 ]
really good, hard to talk about everything as there is so much to do. Marie was very well spoken and knowledgeable about the program, will be recommending the course

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Xero Package


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