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

Xero Essentials Course

(4.83 out of 5) 594 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

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

    29 May 18 Tue
    14 Jun 18 Thu
    28 Jun 18 Thu
    09 Jul 18 Mon
    24 Jul 18 Tue
    09 Aug 18 Thu
    20 Aug 18 Mon
    07 Sep 18 Fri
    24 Sep 18 Mon
    09 Oct 18 Tue
    26 Oct 18 Fri
    05 Nov 18 Mon
    23 Nov 18 Fri
    04 Dec 18 Tue
    17 Dec 18 Mon
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    28 May 18 Mon
    15 Jun 18 Fri
    27 Jun 18 Wed
    11 Jul 18 Wed
    23 Jul 18 Mon
    08 Aug 18 Wed
    21 Aug 18 Tue
    03 Sep 18 Mon
    18 Sep 18 Tue
    05 Oct 18 Fri
    15 Oct 18 Mon
    31 Oct 18 Wed
    15 Nov 18 Thu
    26 Nov 18 Mon
    14 Dec 18 Fri
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    08 Jun 18 Fri
    03 Jul 18 Tue
    02 Aug 18 Thu
    28 Aug 18 Tue
    25 Sep 18 Tue
    25 Oct 18 Thu
    20 Nov 18 Tue
    20 Dec 18 Thu
  • Canberra Class Dates

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    Level 1, 33 Ainslie Place, Canberra , ACT 2601

    01 Jun 18 Fri
    27 Jul 18 Fri
    24 Aug 18 Fri
    21 Sep 18 Fri
    19 Oct 18 Fri
    16 Nov 18 Fri
    14 Dec 18 Fri
  • Adelaide Class Dates

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    19 Young Street, Adelaide , SA 5000

    31 May 18 Thu
    13 Jul 18 Fri
    23 Aug 18 Thu
    05 Oct 18 Fri
    16 Nov 18 Fri
  • Perth Class Dates

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

    09 Jul 18 Mon
    06 Aug 18 Mon
    03 Sep 18 Mon
    05 Oct 18 Fri
    31 Oct 18 Wed
    26 Nov 18 Mon

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) Melody [ 10 May, 2018 ]
I really learnt alot from this course being a beginner Xero user, was great to learn alot of tips and tricks for using Xero.
(4.40 out of 5) Graham F [ 03 May, 2018 ]
Did the course as a retired accountant I needed XERO experience to get back into workforce in a minor part-time role. Chose Xero as it is replacing MYOB I am told by most firms. I now realise the packages capabilities and am impressed by what it can do especially in area of Bank Reconciliation.
(5.00 out of 5) Deborah L [ 16 April, 2018 ]
Very informative... fairly fast paced but you are able to keep up. Samantha was very patient when asked to recap..
(5.00 out of 5) Sara K [ 16 April, 2018 ]
This course was very good entry level to xero I feel I can now navigate this program more confidently. Ally the teacher was very knowledgeable and helpful. Thanks Sara

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