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

Xero Essentials Course

(4.83 out of 5) 848 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: In Class Live Online
  • Level: Beginner
  • Times: 9.00am to 5.00pm approx
  • Download Course PDF
  • Enquire Book Now
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Online Live - Course Dates

  • Online Live Class Dates

    Classes scheduled on demand in Online Live

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

  • To inquire about Live Online 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

    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

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    Level 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

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    Level 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
  • Canberra Class Dates

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    Level 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 Adelaide

    Please Join our waitlist and we'll notify you when a new class is scheduled or contact us to disucss your training needs.

  • Perth Class Dates

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

    Classes scheduled on demand in Perth

    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

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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)

See more

Related Courses

Course Reviews

(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.
(4.20 out of 5) Maryanne S [ 02 March, 2020 ]
Very detailed and comprehensive. Lana was an excellent teacher. Having had no experience at all with Xero, I do feel much more confident.
(5.00 out of 5) Suzie B [ 16 December, 2019 ]
Samantha has been thorough in her delivery of Xero course today, and explained so many new things I did not have knowledge about and clarified questions i have had for a number of years. Thank you very much.

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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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