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 Dates
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Sydney Class Dates
Book NowLevel 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
Book NowLevel 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
Book NowLevel 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
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Canberra Class Dates
Book NowLevel 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
Book Now19 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
Book NowLevel 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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