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

This course is intended for participants who want to learn how to setup and use the fundamental features of Xero accounting software. This course covers the basics from setting up the Chart of Accounts, Customers, Suppliers, and Bank Accounts. It covers entering Customer Invoices and Supplier Purchases and then goes though reports, reconciliations and Activity Statements. It is ideal for anyone who is new to Xero and want to develop practical knowledge of setting up and using Xero. People who typically attend this course can be new employees, bookkeepers, accountants, users of other accounting software, business owners or people who want to up-skill. See our course units below for details of all areas covered.

Prerequisites

No previous understanding of Xero is needed for this course.

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

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

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
Cloud Based Accounting
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
Understanding User Roles
Add a user
Edit a user
Remove a user
Invite Xero support
Unit 5:Chart of Accounts
Chart of Accounts Understanding
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
Add an email address
Remove an email address
Edit email templates
Add email templates
Placeholders understanding
Unit 9:Contacts
Contacts Understanding
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 settings understanding
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 understanding
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 Statements Understanding
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 dashboard understanding
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
Tax Rates Understanding
Add a new tax rate
Edit a tax rate
Accounts using a particular tax rate
Advanced tax rates
Unit 6:Tracking
Tracking Categories Understanding
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
Currencies
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
Bank Accounts & Bank Feeds Understanding
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
Purchase settings understanding
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
Reports understanding
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

  • Add a new organisation
  • Transitioning from MYOB or Reckon
  • Organisation Settings Understanding
  • Financial Settings Understanding

    Unit 3:Users

    • Understanding User Roles
    • Add a user
    • Edit a user
    • Remove a user

    • Invite Xero support

      Unit 5:Chart of Accounts

      • Chart of Accounts Understanding
      • 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

        • Add an email address
        • Remove an email address
        • Edit email templates
        • Add email templates

        • Placeholders understanding

          Unit 9:Contacts

          • Contacts Understanding
          • 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 settings understanding
            • 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 understanding
              • 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 Statements Understanding
                • Business Activity Statement vs Instalment Activity Statement
                • Business Activity Statement settings
                • Business Activity Statements summary

                • Business Activity Statements audit report

                  Unit 2:Dashboard

                  • Xero dashboard understanding
                  • 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

                    • Tax Rates Understanding
                    • Add a new tax rate
                    • Edit a tax rate
                    • Accounts using a particular tax rate

                    • Advanced tax rates

                      Unit 6:Tracking

                      • Tracking Categories Understanding
                      • 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

                        • Currencies
                        • 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

                          • Bank Accounts & Bank Feeds Understanding
                          • 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

                            • Purchase settings understanding
                            • 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

                              • Reports understanding
                              • 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

                                Course Reviews

                                (5.00 out of 5) [ 25 July, 2018 ]
                                My work sent me on this course when I first started because I have not used Xero before. Trevor was fantastic in explaining how to use Xero and all the features. – Leah P
                                (5.00 out of 5) [ 14 August, 2018 ]
                                This course covered so many things. The training and manual are both great. The manual sits next to my computer and I look at it most days. – Emma A
                                (5.00 out of 5) [ 15 August, 2018 ]
                                Thank You!!! I did this course because most of the jobs are asking for Xero experience but I had only used MYOB. I have just started a new job using Xero – Sandra O
                                (5.00 out of 5) [ 21 September, 2018 ]
                                This course is value for money. Trevor is knowledgeable and is a great instructor. It covered so many areas and had the right amount of hands on learning, listening to instructions and asking questions and great manual. – Adam R
                                (5.00 out of 5) [ 20 March, 2019 ]
                                I’m a business owner who knows nothing about accounting, but I do the bookkeeping myself. Trevor was great because he’s worked with so many businesses before and had so much practical knowledge and tips which he passed on to us. The take home manual is a fantastic asset. I’ll be signing up for the payroll course. – Mark S