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
Classes scheduled on demand in Online LivePlease Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.
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To inquire about Live Online Classes, please
Call 1300 888 724
Wait List FormIn-Class - Course Dates
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Sydney Class Dates
Book NowLevel 11, 32 Walker Street, North Sydney , NSW 2060
04 Aug 20 Tue 20 Aug 20 Thu 02 Sep 20 Wed 18 Sep 20 Fri 30 Sep 20 Wed 14 Oct 20 Wed 26 Oct 20 Mon 12 Nov 20 Thu 25 Nov 20 Wed 07 Dec 20 Mon 23 Dec 20 Wed -
Melbourne Class Dates
Book NowLevel 12, 379 Collins Street, Melbourne , VIC 3000
17 Aug 20 Mon 02 Sep 20 Wed 18 Sep 20 Fri 28 Sep 20 Mon 12 Oct 20 Mon 27 Oct 20 Tue 12 Nov 20 Thu 25 Nov 20 Wed 11 Dec 20 Fri 21 Dec 20 Mon -
Brisbane Class Dates
Book NowLevel 6, 371 Queen Street, Brisbane , QLD 4000
28 Jul 20 Tue 27 Aug 20 Thu 22 Sep 20 Tue 20 Oct 20 Tue 19 Nov 20 Thu 15 Dec 20 Tue
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Canberra Class Dates
Book NowLevel 4, 54 Marcus Clarke Street, Canberra , ACT 2601
07 Aug 20 Fri 04 Sep 20 Fri 02 Oct 20 Fri 30 Oct 20 Fri 27 Nov 20 Fri 15 Jan 21 Fri 12 Feb 21 Fri 12 Mar 21 Fri -
Adelaide Class Dates
19 Young Street, Adelaide , SA 5000
Classes scheduled on demand in AdelaidePlease Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.
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Perth Class Dates
Level 1, 140 St Georges Terrace, Perth , WA 6000
Classes scheduled on demand in PerthPlease 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
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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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