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.
Online Live - Course Dates
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Online Live Class Dates
Book Now19 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
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Sydney Class Dates
Book NowLevel 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
Book NowLevel 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
Book NowLevel 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
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Canberra Class Dates
Book NowLevel 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
Book Now19 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
Book NowLevel 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
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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
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
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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
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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