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

Xero Essentials Course

(4.83 out of 5) 656 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.

Course Details

Course Dates

  • Sydney Class Dates

    Book Now

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

    24 Sep 18 Mon
    08 Oct 18 Mon
    26 Oct 18 Fri
    07 Nov 18 Wed
    20 Nov 18 Tue
    04 Dec 18 Tue
    13 Dec 18 Thu
    07 Jan 19 Mon
    25 Jan 19 Fri
    06 Feb 19 Wed
    21 Feb 19 Thu
    07 Mar 19 Thu
    18 Mar 19 Mon
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    05 Oct 18 Fri
    15 Oct 18 Mon
    31 Oct 18 Wed
    09 Nov 18 Fri
    15 Nov 18 Thu
    26 Nov 18 Mon
    14 Dec 18 Fri
    19 Dec 18 Wed
    07 Jan 19 Mon
    23 Jan 19 Wed
    07 Feb 19 Thu
    19 Feb 19 Tue
    04 Mar 19 Mon
    20 Mar 19 Wed
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    25 Sep 18 Tue
    25 Oct 18 Thu
    20 Nov 18 Tue
    20 Dec 18 Thu
    15 Jan 19 Tue
    14 Feb 19 Thu
    12 Mar 19 Tue
  • Canberra Class Dates

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    Level 2, 10 Moore Street, Canberra , ACT 2601

    19 Oct 18 Fri
    16 Nov 18 Fri
    14 Dec 18 Fri
    11 Jan 19 Fri
    08 Feb 19 Fri
    08 Mar 19 Fri
  • Adelaide Class Dates

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    19 Young Street, Adelaide , SA 5000

    05 Oct 18 Fri
    16 Nov 18 Fri
    01 Feb 19 Fri
    15 Mar 19 Fri
    18 Apr 19 Thu
    17 May 19 Fri
    13 Jun 19 Thu
  • 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

(4.80 out of 5) Manali P [ 07 September, 2018 ]
Mario is an excellent trainer. He trained us patiently and in a very simple way. The Manual provided is very informative.
(5.00 out of 5) Kylie I [ 28 August, 2018 ]
This is my 3rd time participating in this course and this was great in reinforcing what I am doing and ensuring that I am on the right track after using Xero for about 6 months. Jeff was great as usual.
(5.00 out of 5) Renae R [ 02 August, 2018 ]
Teacher provided clear advice and instructions on how to do things. Provided scenarios that I could relate to which helped alot!
(4.50 out of 5) James B [ 23 July, 2018 ]
Ally was great in explaining the basics of ZERO. She was very helpful and willing to answer any question.

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