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Xero Essentials Course

(4.83 out of 5) 469 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 some experience using other accounting packages and want to get up to speed with Xero. 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

    01 Nov 17 Wed
    16 Nov 17 Thu
    27 Nov 17 Mon
    15 Dec 17 Fri
    08 Jan 18 Mon
    25 Jan 18 Thu
    06 Feb 18 Tue
    23 Feb 18 Fri
    05 Mar 18 Mon
    22 Mar 18 Thu

  • Melbourne Class Dates

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    Level 12, 379 Collins Street, Melbourne , VIC 3000

    27 Oct 17 Fri
    08 Nov 17 Wed
    23 Nov 17 Thu
    06 Dec 17 Wed
    18 Dec 17 Mon
    08 Jan 18 Mon
    23 Jan 18 Tue
    09 Feb 18 Fri
    19 Feb 18 Mon
    07 Mar 18 Wed
    23 Mar 18 Fri

  • Brisbane Class Dates

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    Level 6, 371 Queen Street, Brisbane , QLD 4000

    24 Oct 17 Tue
    30 Nov 17 Thu
    19 Dec 17 Tue
    16 Jan 18 Tue
    15 Feb 18 Thu
    06 Mar 18 Tue

  • Canberra Class Dates

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    Level 1, 33 Ainslie Place, Canberra , ACT 2601

    20 Oct 17 Fri
    24 Nov 17 Fri
    08 Dec 17 Fri
    12 Jan 18 Fri
    09 Feb 18 Fri
    09 Mar 18 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

See topics

  • 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

Unit 2: Xero Setup

See topics

  • 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

Unit 3: Users

See topics

  • Understanding User Roles
  • Adding A User
  • Editing A User
  • Removing A User
  • Inviting Xero Support

Unit 4: Chart of Accounts

See topics

  • 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

Unit 5: Bank Accounts

See topics

  • 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

Unit 6: Contacts

See topics

  • 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

unit 7: Invoicing - Sales

See topics

  • 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

Unit 8: Purchases

See topics

  • 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

Unit 9: Reconciliation

See topics

  • 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

Unit 10: Reports

See topics

  • 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

Unit 11: Activity Statement

See topics

  • Understanding Activity Statements
  • Complete A Business Activity Statement (BAS)
  • Complete A Instalment Activity Statement (IAS)

Related Course:

Course Reviews

(4.60 out of 5) Alana C [ 10 October, 2017 ]
The course was very well ran and answered alot of questions. You were also able to ask many questions even on topics that were not related to the course.
(4.50 out of 5) Sarah L [ 10 October, 2017 ]
This course was a great introduction to the Xero system. Lots of information packed into 1 day so it's great to have the manual to take away with us as a refresher/guide.
(4.00 out of 5) Kristen G [ 25 August, 2017 ]
As a new business owner, the course provided a valuable insight into best practice in book keeping. I feel confident moving forward in successfully recording, reconciling, reporting and tracking expenses and sales within my business.
(5.00 out of 5) Blake J [ 25 August, 2017 ]
Course was great! Lana was very knowledgeable and walked us through the material at a pace that was accommodating for all experience levels. Looking forward to putting what I have learn't today into practice. Thanks.

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