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.
$265
Limited
GST free
/
$238.50
Xero For Beginners
<h3 id="CourseOutline">Course Outline</h3><p>This Xero course is ideal for individuals with no prior bookkeeping or accounting software knowledge. Basic bookkeeping principles; accounting terminology
...
Pre-requisite Strong file management skills using Windows PC's and basic internet skills. This class is not suitable for Mac users. Prior to the first class all students must have set up their own Xero account. If you have not already done so, instructions for creating your free Xero account can be emailed to you upon request. Students must remember to have their smart phone in class in order to access the Xero authenticator code at the start of the session. Students have use of the NBMC desktop computers(Pcs not Macs) in order to access their Xero accounts. Unfortunately no time will be spent assisting those who do not have their Xero account ready to use on the day.
If there isn't a class to suit you, please the waiting list.
Course testimonials:
- It was good to get an overview of Xero and compare it to MYOB.
- 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
- Comprehensive overview of the software.
- The trainer Maxine delivered the content in a clear and very accessible way
- Comprehensive overview of the system.
- Maxine White was great! Explained everything so easily!
- Maxine our trainer was amazing ! Super inteligent and very patient with all of us Would highly recommend her for all your Xero needs Thanks again !!!
- Good to participate in the classroom rather than online. Maxine is a very good trainer
- The instruction was very practical and the instructor has a very solid knowledge of Xero.