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

Xero Essentials Course

(4.82 out of 5) 781 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

Course Dates

  • Sydney Class Dates

    Book Now

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

    26 Jul 19 Fri
    05 Aug 19 Mon
    20 Aug 19 Tue
    18 Sep 19 Wed
    30 Sep 19 Mon
    15 Oct 19 Tue
    31 Oct 19 Thu
    12 Nov 19 Tue
    28 Nov 19 Thu
    16 Dec 19 Mon
  • Melbourne Class Dates

    Book Now

    Level 12, 379 Collins Street, Melbourne , VIC 3000

    23 Jul 19 Tue
    09 Aug 19 Fri
    22 Aug 19 Thu
    02 Sep 19 Mon
    17 Sep 19 Tue
    03 Oct 19 Thu
    14 Oct 19 Mon
    30 Oct 19 Wed
    15 Nov 19 Fri
    26 Nov 19 Tue
    09 Dec 19 Mon
  • Brisbane Class Dates

    Book Now

    Level 6, 371 Queen Street, Brisbane , QLD 4000

    01 Aug 19 Thu
    27 Aug 19 Tue
    24 Sep 19 Tue
    22 Oct 19 Tue
    19 Nov 19 Tue
    17 Dec 19 Tue
  • Canberra Class Dates

    Book Now

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

    23 Aug 19 Fri
    20 Sep 19 Fri
    18 Oct 19 Fri
    15 Nov 19 Fri
    13 Dec 19 Fri
  • Perth Class Dates

    Book Now

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

    23 Aug 19 Fri
    17 Sep 19 Tue
    18 Oct 19 Fri
    11 Nov 19 Mon
    13 Dec 19 Fri
  • Adelaide Class Dates

    19 Young Street, Adelaide , SA 5000

    Classes scheduled on demand in Adelaide

    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

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

See more

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) Trish H [ 11 July, 2019 ]
This was a great overview of the Xero system and what it contains. I found it very useful to get me on my way! Great job Gordon
(4.90 out of 5) Inawati T [ 11 July, 2019 ]
It is good introductory courses to get an overview of the software and its practical insight for new user
(4.60 out of 5) Brett T [ 11 July, 2019 ]
Found the course very informative and of great assistance to me as a general introduction to most things i will be using in Xero. The manual is also a great learning tool to be able to refer back to.
(4.90 out of 5) Cameron M [ 10 July, 2019 ]
Great insight and information on how to use Xero and the fundamentals needed to understand the operations of the software.

Read all course reviews

Enquire Now

Fill in your details to have a training consultant contact you to discuss your training needs.

Your details

Other Ways To Get In Touch

You can also Book Online or call us on 1300 888 724

-

Xero Package


Save $193


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


For more info please

Call 1300 888 724


Enquire Book Now
Back to Top