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

Xero Essentials Course

(4.83 out of 5) 858 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

  • $385 incl GST
  • Duration: 1 Days
  • Max. Class Size: 10
  • Avg. Class Size: 5
  • Study Mode: Classroom Online Live
  • Level: Beginner
  • Times: 9.00am to 5.00pm approx
  • Download Course PDF
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Online Live - Course Dates

  • Online Live Class Dates

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    19 Mar 21 Fri Online Live
    27 Apr 21 Tue Online Live
    11 Jun 21 Fri Online Live
    21 Jul 21 Wed Online Live
    03 Sep 21 Fri Online Live
  • To inquire about Online Live Classes, please

    Call 1300 888 724

In-Class - Course Dates

  • Sydney Class Dates

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

    19 Mar 21 Fri Online Live
    22 Mar 21 Mon Classroom
    12 Apr 21 Mon Classroom
    27 Apr 21 Tue Online Live
    07 May 21 Fri Classroom
    25 May 21 Tue Classroom
    11 Jun 21 Fri Online Live
    16 Jun 21 Wed Classroom
    05 Jul 21 Mon Classroom
    21 Jul 21 Wed Online Live
    30 Jul 21 Fri Classroom
    19 Aug 21 Thu Classroom
    03 Sep 21 Fri Online Live
    07 Sep 21 Tue Classroom
    27 Sep 21 Mon Classroom
  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    18 Mar 21 Thu Classroom
    19 Mar 21 Fri Online Live
    09 Apr 21 Fri Classroom
    27 Apr 21 Tue Classroom
    27 Apr 21 Tue Online Live
    19 May 21 Wed Classroom
    11 Jun 21 Fri Classroom
    11 Jun 21 Fri Online Live
    28 Jun 21 Mon Classroom
    21 Jul 21 Wed Online Live
    22 Jul 21 Thu Classroom
    11 Aug 21 Wed Classroom
    01 Sep 21 Wed Classroom
    03 Sep 21 Fri Online Live
    23 Sep 21 Thu Classroom
  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    09 Mar 21 Tue Classroom
    19 Mar 21 Fri Online Live
    06 Apr 21 Tue Classroom
    27 Apr 21 Tue Online Live
    04 May 21 Tue Classroom
    03 Jun 21 Thu Classroom
    11 Jun 21 Fri Online Live
    29 Jun 21 Tue Classroom
    21 Jul 21 Wed Online Live
    27 Jul 21 Tue Classroom
    26 Aug 21 Thu Classroom
    03 Sep 21 Fri Online Live
    21 Sep 21 Tue Classroom
  • Canberra Class Dates

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

    19 Mar 21 Fri Online Live
    27 Apr 21 Tue Online Live
    11 Jun 21 Fri Online Live
    21 Jul 21 Wed Online Live
    03 Sep 21 Fri Online Live
  • Adelaide Class Dates

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    19 Young Street, Adelaide , SA 5000

    19 Mar 21 Fri Online Live
    27 Apr 21 Tue Online Live
    11 Jun 21 Fri Online Live
    21 Jul 21 Wed Online Live
    03 Sep 21 Fri Online Live
  • Perth Class Dates

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

    19 Mar 21 Fri Online Live
    27 Apr 21 Tue Online Live
    11 Jun 21 Fri Online Live
    21 Jul 21 Wed Online Live
    03 Sep 21 Fri Online Live

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

See more

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

See more

Unit 3: Users

  • Understanding User Roles
  • Adding A User
  • Editing A User
  • Removing A User
  • Inviting Xero Support

See more

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

See more

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

See more

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

See more

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

See more

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

See more

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

See more

Unit 11: Activity Statement

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

See more

Related Courses

Course Reviews

(5.00 out of 5) Angela M [ 11 December, 2020 ]
Jeff did very well trying to engage with the team and ask for business examples so that he could incorporate into the training
(4.20 out of 5) ryan e [ 28 September, 2020 ]
considering I am not intending to use Xero on a regular basis (I was completing the course for oversight only) I learnt a lot about accounting in general and found Gordon explained things well. the small number of attendees I think was beneficial and allowed for better one on one training.
(5.00 out of 5) Carly H [ 11 March, 2020 ]
Marie was fantastic at showing us all the essentials that we had hoped to go through in the original training session. She asked questions and showed practical examples the whole time & kept up a good pace so as to hold our attention. Very valuable!
(5.00 out of 5) Jessica B [ 11 March, 2020 ]
Fantastic course. Marie was able to tailor the day to our experience level and expand on our existing knowledge. Marie was also able to provide examples of when functions should be used and different scenarios. We all walked away learning new functions. Tailoring the content specific to the audience is very important - I got so much more out of this day then the original one attending as that was way too basic.

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Xero Package


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Book the 2-day Xero Accounting course and receive 1-day Xero Payroll course for half-price


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