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Xero Essentials

(4.83 out of 5) 387 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 some experience using other accounting packages and want to get up to speed with Xero. Participants must come ready with a username and password to access their own Xero account or Xero trial account.

Quick Facts

$ 385 incl GST

Duration: 1 Days

Max. Class Size: 10

Avg. Class Size: 5

Level: Beginner

Times: 9.00am to 5.00pm approx

Course Dates

13 Jun 17Tue

30 Jun 17Fri

10 Jul 17Mon

26 Jul 17Wed

08 Aug 17Tue

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Address

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

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09 Jun 17Fri

21 Jun 17Wed

05 Jul 17Wed

17 Jul 17Mon

04 Aug 17Fri

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Address

Level 12
379 Collins Street,
Melbourne , VIC 3000

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15 Jun 17Thu

04 Jul 17Tue

03 Aug 17Thu

01 Sep 17Fri

26 Sep 17Tue

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Address

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

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30 Jun 17Fri

28 Jul 17Fri

25 Aug 17Fri

22 Sep 17Fri

20 Oct 17Fri

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Address

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

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07 Jun 17Wed

07 Jul 17Fri

02 Aug 17Wed

01 Sep 17Fri

25 Sep 17Mon

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

Unit 6: 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 7: 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 8: 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 9: Reconciliation

See topics

  • 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

Unit 10: 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 11: Activity Statement

See topics

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

Reviews

(5.00 out of 5) Naomi S [ 18 April, 2017 ]
The course was thorough, well presented and delivered in a friendly and informal manner. I cannot recommend it enough to anyone wanting to learn about Xero!
(5.00 out of 5) Jaclyn J [ 18 April, 2017 ]
Strongly recommend this course for all those wanting to refresh on their Xero training or those new to Xero. I will be looking into doing the payroll course and if there is more on inventory.

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(5.00 out of 5) Helen R [ 18 April, 2017 ]
Samantha was wonderful. She gave clear and informed instruction and was available to each class member to answer questions and issues. She made sure we were all up to date and on track with the course, as well as being a friendly, kind and easygoing instructor. I learnt a great deal.
(5.00 out of 5) Kylie M [ 10 April, 2017 ]
A fantastic course giving great insight into the "guts" of Xero. Shanyn showed her real world experience with the system by providing background tips that I'm sure I will continue to use in my work experience.

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