Xero For Beginners
Course Outline
This Xero course is ideal for individuals with no prior bookkeeping or accounting software knowledge. Basic bookkeeping principles; accounting terminology and relevant legislation are introduced.
Topics include
Cloud Based Accounting
- Understanding Logins, Access and Pricing
- Access My Xero
- Access the Xero Demo Company
- Understanding The Xero Dashboard
- Understanding The Xero Menus, Icons & Tabs
- Getting Help & Support
Understanding Organisation Settings
- Understanding Financial Settings
- Understanding Tax Rates
- Understanding Email Settings
- Create An Email Template
- Add An Email Address
- Add A Custom Contact Link
- Send A Xero Network Invite (Xero to Xero)
- Understanding Add-ons
- Understanding User Roles
- Understanding Chart Of Accounts
Understanding Bank Accounts & Bank Feeds
- Adding A Bank Account
- Establishing Bank Account Feeds
- Bank Statements & Importing
- Importing A Bank Statement
- Account Transactions
Understanding Contacts
- Contact Input Fields
- Importing Contacts
- Adding A Contact
- Editing A Contact
Understanding Invoice Settings
- Adding A Payment Service
- Understanding The Sales Dashboard
- Invoice States
- Creating A New Invoice
- Editing An Invoice
- Copying An Invoice
- Voiding An Invoice
- Emailing An Invoice
- Printing An Invoice
- Recording A Payment
- Creating A Credit Note
- Understanding Statements
- Sending A Statement
- Batch Deposits
Understanding The Purchases Dashboard
- Bill States
- Creating A New Bill
- Editing A Bill
- Copying A Bill
- Voiding A Bill
- Importing Bills
- Recording A Payment
- Sending A Remittance
- Understanding Credit Notes
- Creating A Credit Note
- Understanding Batch Payments
- Creating A Batch Payment
Understanding Reconciliation
- The Reconciliation Screen
- 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
Please Bring
- Notepad and pen
- USB flash drive
Prerequisites
- Intermediate to advanced Windows and Internet skills.
- This course is designed for participants with little or no previous knowledge of Xero.
- Prior to the course commencement all students must have set up their own access to Xero with access to authenticator. Students must have a smart phone in class to access the authenticator. It is the responsibility of the student to have these details to hand once the class starts as the tutor will not spend time assisting students to set up their accounts in classtime.
- Please note there will be a separate course on Payroll.
This course has no current classes. Please the waiting list.
Course testimonials:
- The tutor Maxine was fantastic, very knowledgeable, very patient with questions and made sure everyone was keeping up. A very worthwhile course with an exceptional tutor. Kitchen facilities for breaks were also very good.
- Good to participate in the classroom rather than online. Maxine is a very good trainer
- Comprehensive overview of the software.
- The course was very good. Maxine is a very capable trainer. The course was well pitched for a beginner such as myself
- Maxine White was great! Explained everything so easily!
- Comprehensive overview of the system.
- The instruction was very practical and the instructor has a very solid knowledge of Xero.
- The course was excellent....and Maxine was great.
- Learnt a lot
- The course went very well. It was very useful to me. I had no idea about Xero when I joined. I strongly recommend those interested in doing accounting and bookkeeping to familiarize themselves with the software. I appreciate the teacher's effort, Ms. Maxine White was very cooperative and has great teaching capability. The venue and was convenient with all required facilities provided. Thank you so much. Sam