Xero Fundamental Course (Beginner)
Limited Offer – Use Coupon ZED55 when booking to get $55.00 off
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 fundamental and essential 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

Prerequisites
Participants should 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

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
02 Sep 2019 Mon
12 Sep 2019 Thu
03 Oct 2019 Thu
17 Oct 2019 Thu
11 Nov 2019 Mon
Computer Training Lab – CBD
03 Sep 2019 Tue
10 Sep 2019 Tue
02 Oct 2019 Wed
15 Oct 2019 Tue
13 Nov 2019 Wed
Computer Training Lab – CBD
06 Sep 2019 Fri
17 Sep 2019 Tue
09 Oct 2019 Wed
16 Oct 2019 Wed
15 Nov 2019 Fri
Melbourne Class Dates
Computer Training Lab – CBD
15 Apr 2019 Mon
02 May 2019 Thu
23 May 2019 Thu
03 Jun 2019 Mon
13 Jun 2019 Thu
Sydney Class Dates
Computer Training Lab – CBD
09 Apr 2019 Tue
21 May 2019 Tue
29 May 2019 Wed
04 Jun 2019 Tue
12 Jun 2019 Wed
Brisbane Class Dates
Computer Training Lab – CBD
05 Apr 2019 Fri
30 Apr 2019 Tue
22 May 2019 Wed
05 Jun 2019 Wed
14 Jun 2019 Fri
Course Units
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Unit 1:Xero Fundamentals
Logins, Access and Pricing
Access My Xero
Access the Xero Demo Company
Add a new organisation
Transitioning from MYOB or Reckon
Organisation Settings Understanding
Financial Settings Understanding
Unit 3:Users
Add a user
Edit a user
Remove a user
Invite Xero support
Unit 5:Chart of Accounts
Account fields
Import chart of accounts
Add an account
Edit an account
Delete an account
Archive an account
Restore an account
Export the chart of accounts
Unit 7:Email Settings
Remove an email address
Edit email templates
Add email templates
Placeholders understanding
Unit 9:Contacts
Add a new contact
Import contacts
Edit a contact
Archive a contact
Restore a contact
Merge contacts
Export contacts
Add a new contact group
Using a contact group
Unit 11:Invoicing - Sales
Invoice default settings understanding
Invoice default settings setup
Invoice reminders understanding
Invoice reminders setup
Creating a new branding theme
Branding theme input fields
Edit a branding theme
Delete a branding theme
Sales dashboard understanding
Create a new invoice
Attach a file to an invoice
Emailing an invoice
Printing an invoice
Add notes to an invoice
Edit an invoice
Void an invoice
Copy an invoice
Share an invoice
Add a payment to an Invoice
Send a receipt of payment
Repeating invoices understanding
Repeating invoice setup
Credit note understanding
Create a credit note
Apply a credit note
Refund a credit note
Invoice search
Statements understanding
Send statements
Batch deposits
Unit 13:Reconciliations
Reconciliation screen
Match payments
Auto matched payments
Create payments
Transfer
Discuss
Add details
Part payments
Prepayments
Overpayments
Minor adjustments
Cash coding
Bank statement
Account transactions
Unit 15:Business Activity Statements
Business Activity Statement vs Instalment Activity Statement
Business Activity Statement settings
Business Activity Statements summary
Business Activity Statements audit report
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Unit2:Dashboard
Xero Menus
Xero Notifications
Help & Support
Xero Files
Upload afile to the inbox
Take a photo
Email afile to the inbox
Create a folder
Create atransaction from file
Unit 4:Tax Rates
Add a new tax rate
Edit a tax rate
Accounts using a particular tax rate
Advanced tax rates
Unit 6:Tracking
Add a tracking category
Add a category option
Rename atracking category or category option
Delete/Achieve atracking category or category option
Restore a tracking category/category option
Unit 8:Other Settings
Custom Contact Link Understanding
Add a custom contact link
Xero to Xero understanding
Send Xero network invite
Connected Apps Understanding
Add a connected app
Payment services understanding
Add a payment service
Unit 10:Bank Accounts
Add a bank account
Add a credit card
Add a PayPal account
Establish a bank account feed
Establish a credit card feed
Establishing a PayPal feed
Account transactions
New spend money transaction
New receive money transaction
New transfer money transaction
Bank rulesunderstanding
Create a bank rule
Edit abank rule
Import astatement
Unit 12:Purchases
Create a new bill
Attach a file to a bill
Printing a bill
Add notes to a bill
Edit a bill
Void a bill
Copy a bill
Pay a single bill
Pay multiple bills
Create a bank file
Send remittance advice to suppliers
Repeating bills understanding
Repeating bill setup
Credit note understanding
Create a credit note
Apply a credit note
Refund a credit note
Bill search
Unit 14:Reports
Common reports
Report filters
Adding a summary
Save as draft
Publish report
Print report
Export report
Layout options understanding
Create new layout
Edit a layout
Delete a layout
Budget manager
Add new budget
Import budget
Export budget
Unit 1:Xero Fundamentals
- Cloud Based Accounting
- Logins, Access and Pricing
- Access My Xero
- Access the Xero Demo Company
Unit 3:Users
- Understanding User Roles
- Add a user
- Edit a user
- Remove a user
Unit 5:Chart of Accounts
- Chart of Accounts Understanding
- Account fields
- Import chart of accounts
- Add an account
Unit 7:Email Settings
- Add an email address
- Remove an email address
- Edit email templates
- Add email templates
Unit 9:Contacts
- Contacts Understanding
- Add a new contact
- Import contacts
- Edit a contact
Unit 11:Invoicing – Sales
- Invoice settings understanding
- Invoice default settings understanding
- Invoice default settings setup
- Invoice reminders understanding
Unit 13:Reconciliations
- Reconciliation understanding
- Reconciliation screen
- Match payments
- Auto matched payments
Unit 15:Business Activity Statements
- Business Activity Statements Understanding
- Business Activity Statement vs Instalment Activity Statement
- Business Activity Statement settings
- Business Activity Statements summary
Unit 2:Dashboard
- Xero dashboard understanding
- Xero Menus
- Xero Notifications
- Help & Support
Unit 4:Tax Rates
- Tax Rates Understanding
- Add a new tax rate
- Edit a tax rate
- Accounts using a particular tax rate
Unit 6:Tracking
- Tracking Categories Understanding
- Add a tracking category
- Add a category option
- Rename atracking category or category option
Unit 8:Other Settings
- Currencies
- Custom Contact Link Understanding
- Add a custom contact link
- Xero to Xero understanding
Unit 10:Bank Accounts
- Bank Accounts & Bank Feeds Understanding
- Add a bank account
- Add a credit card
- Add a PayPal account
Unit 12:Purchases
- Purchase settings understanding
- Create a new bill
- Attach a file to a bill
- Printing a bill
Unit 14:Reports
- Reports understanding
- Common reports
- Report filters
- Adding a summary