Xero Advanced Features Course

Each participant will receive:

  • Certificate of Completion
  • FREE class re-sit (if necessary)
  • FREE email support for 6 months
  • Detailed Training Manual
  • Discounted Xero software subscription (below RRP)

Duration: 1 day
Class Size: Maximum 10 participants
Location: Computer training lab in the CBD
Morning Tea, Lunch and Afternoon Tea included

About the course

During this 1 day course, participants will learn the advanced features of setting up and using Xero accounting software. This is a hands on approach where participants will develop practical skills they can immediately use in their workplace. Participants will also receive a detailed manual with real life examples and tips. This course is run by a CPA qualified Accountant and expert certified Xero Consultant.

Who should do the course

This course is intended for participants who want to learn how to setup and use the advanced features of Xero accounting software. This course covers from setting up conversion balances to Inventory, Fixed Assets Expense Claims, Purchase Orders, Quotes, and advanced reconciliations.

Prerequisites

It is expected participants have completed the Xero Fundamentals course or know the fundamentals of Xero including navigating though Xero, setting up contacts, and knowledge of invoicing and purchasing.

Participants should also have setup a Xero trial account prior to attending this course. Instructions on how to do this will be sent upon registration and we can help you if you have any problems doing this.

About the Trainer

Trevor Cairney has worked with hundreds of businesses and brings 20years experience in senior finance positions and 7 years working with Xero.Trevor is a CPA qualified accountant, a registered BAS Agent with the Tax Practitioners Board, has a Bachelor in Business, and is Xero Payroll Certified, Xero Certified Advisor, and Xero Migration Certified.Trevor was CFO of Australia’s leading HR payroll software company for 6 years and was integral to the process of transitioning the business to a public company. Trevor is now CFO at 4 private companies and is also the founder and director of Zed Business Services and Zed Payroll.

Course Dates

Limited Offer – Use Coupon ZED55 when booking to get $55.00 off

Melbourne Class Dates

Sydney Class Dates

Brisbane Class Dates

Computer Training Lab – CBD

29 Aug 2019 Thu

20 Sep 2019 Fri 

18  Oct 2019 Fri 

Computer Training Lab – CBD

26 Aug 2019 Mon

19 Sep 2019 Thu 

Computer Training Lab – CBD

27 Aug 2019 Tue

18 Sep 2019 Wed

Melbourne Class Dates

Computer Training Lab – CBD

04 Apr 2019     Thu

24 May 2019    Fri  

19 Jun 2019      Fri  

Sydney Class Dates

Computer Training Lab – CBD

27 May 2019    Mon

18 Jun 2019      Thu   

Brisbane Class Dates

Computer Training Lab – CBD

28 May 2019    Tue

17 Jun 2019      Wed

Course Units

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Unit 1:Conversion Balances
Conversion Balances Understanding
Conversion Date
Entering Conversion Balances
Entering Comparative Balances
Unit 3:Expense Claims
Expense Claims Understanding
Entering Expense Claims
Approving Expense Claims
Editing Expense Claims
Decline Expense Claims
Paying Expense Claims
Searching Expense Claims
Enable Receipt Processing
Unit 5:Find & Recode
Find & Code Understanding
Match on any condition
Match on all conditions
Types of conditions
Recode source transactions
Recode with a manual transaction
Recode History
Unit 7:Purchase Orders
Purchase Orders Understanding
New Purchase Order
Send, Print and Delete Purchase Orders
Submit for approval, Approve and Delete Purchase Orders
Copy Purchase Orders
Search Purchase Orders
Unit 9:Other Advanced Features
Uncoded Statement Lines
Projects
History & Notes Activity
Assurance Dashboard
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Unit 2:Inventory
Inventory Understanding
Adding a new Item
Inventory Item – tracked
Inventory Item – not tracked
Editing an Inventory Item
Import Items
Import Opening Balances– tracked
Opening Balances – manually entered
Adjustment – Decrease Quantity
Adjustment – Increase Quantity
Adjustment – Revaluation
Deleting an Inventory Item
Mark Inventory Item as Inactive
Unit 4:Fixed Assets
Fixed Assets Understanding
Fixed Assets Settings
Asses Types
Accounts
Tax Reporting
Change Start Date
New Asset Setup
Import Assets
Export Assets
Run Depreciation
Roll Back Depreciation
Delete an Asset
Dispose an Asset
Unit 6:Currencies
Multi-Currency Understanding
Add a new currency
Amend currency rate
Unit 8:Quotes
Quotes Understanding
New Quote
Send, Print and Delete Quotes
Accept and Decline Quotes
Copy Quotes
Copy Quotes Contents
Search Quotes

Unit 1:Conversion Balances

  • Conversion Balances Understanding
  • Conversion Date
  • Entering Conversion Balances
  • Entering Comparative Balances

Unit 3:Expense Claims

  • Expense Claims Understanding
  • Entering Expense Claims
  • Approving Expense Claims
  • Editing Expense Claims

  • Decline Expense Claims
  • Paying Expense Claims
  • Searching Expense Claims
  • Enable Receipt Processing

    Unit 5:Find & Recode

    • Find & Code Understanding
    • Match on any condition
    • Match on all conditions
    • Types of conditions

    • Recode source transactions
    • Recode with a manual transaction
    • Recode History

      Unit 7:Purchase Orders

      • Purchase Orders Understanding
      • New Purchase Order
      • Send, Print and Delete Purchase Orders
      • Submit for approval, Approve and Delete Purchase Orders

      • Copy Purchase Orders
      • Search Purchase Orders

        Unit 9:Other Advanced Features

        • Uncoded Statement Lines
        • Projects
        • History & Notes Activity
        • Assurance Dashboard

        Unit 2:Inventory

        • Inventory Understanding
        • Adding a new Item
        • Inventory Item – tracked
        • Inventory Item – not tracked

        • Editing an Inventory Item
        • Import Items
        • Import Opening Balances– tracked
        • Opening Balances – manually entered
        • Adjustment – Decrease Quantity
        • Adjustment – Increase Quantity
        • Adjustment – Revaluation
        • Deleting an Inventory Item
        • Mark Inventory Item as Inactive

          Unit 4:Fixed Assets

          • Fixed Assets Understanding
          • Fixed Assets Settings
          • Asses Types
          • Accounts

          • Tax Reporting
          • New Asset Setup
          • Import Assets
          • Export Assets
          • Run Depreciation
          • Roll Back Depreciation
          • Delete an Asset
          • Dispose an Asset

            Unit 6:Currencies

            • Multi-Currency Understanding
            • Add a new currency
            • Amend currency rate

            Unit 8:Quotes

            • Quotes Understanding
            • New Quote
            • Send, Print and Delete Quotes
            • Accept and Decline Quotes

            • Copy Quotes
            • Copy Quotes Contents
            • Search Quotes

              Course Reviews

              (5.00 out of 5) [ 16 August, 2018 ]
              I have used Xero for a while but only knew the parts of Xero I had to know – I didn’t know Xero could do so much. I have already implemented a couple of things I learnt from this course at work which saves me lots of time. – Brian D
              (5.00 out of 5) [ 17 September, 2018 ]
              This course pays for itself with the knowledge you learn and the time it will save you. I wish I knew about Find & Recode earlier! – Laura P
              (5.00 out of 5) [ 20 September, 2018 ]
              Cannot recommend this course enough. The take home notes are the best I have ever received from a course. They are easy to follow with lots of screen shots. Trevor was excellent in teaching and was gracious in his time – he had a line of people (including myself) after class asking him questions about specific Xero problems we have at work. – Dianna R
              (5.00 out of 5) [ 14 November, 2018 ]
              I wish I had done this course earlier. During this course, I learnt so many things I will be implementing at work which will save me time. – Lisa D