Xero Training Courses

Assessment

• Revision exercises and knowledge questions to test your learning
• Solutions to the exercises
• Digital versions of the knowledge questions

End of Financial Year

• Understand and set lock dates
• Review accounts and reports
• Make end of year adjustments

Reporting

• Work with report layout
• Period and range options
• Publish and export reports
• Complete GST reporting

Journal Entries

• Post a manual journal
• Import manual journals using a template
• Set up a repeating journal

Bank Reconciliation

• Access the bank reconciliation screen
• Match a bank statement line with an existing general ledger transaction
• Create a spend money transaction directly from the reconciliation screen
• Record the transfer of funds between bank accounts
• Record a prepayment
• Access the bank reconciliation report

Fixed Assets

• Set up the Fixed Asset Register
• Record a new fixed asset
• Edit and dispose of a fixed asset, using book values

Purchases

• Understand the components of the purchases dashboard
• Set the conversion balance for accounts payable
• Enter a purchase
• Enter a repeating purchase
• Understand each status for a purchases bill

Receive Money

• Understand the components of the sales dashboard
• Add a conversion balance for the Accounts Receivable account
• Enter a sales invoice
• Enter a repeating invoice and Understand
• Invoice status.

Inventory

• Add an untracked inventory item
• Add tracked inventory item
• Understand the basic use of an item

Contacts

• Create a contact
• View and work with contacts
• Archive a contact
• Edit an existing contact

Bank Accounts

• Understand the bank feed process
• Add a bank account
• Manually update conversion balances
• Import bank transactions

Chart of Accounts

• Understand the purpose of the chart of accounts
• Import a chart of accounts
• Add an account
• Edit an account
• Delete / archive an account
• Update a tax rate

Setting up Xero

• Access the general settings page
• Enter organisation settings
• Enter financial settings
• Enter a conversion date
• Change user access
• Add users
• View user activity

Getting Started with Xero

• Sign up for a Xero account
• Sign up for a trial organisation
• Access the Demo Company
• Navigate between the Demo Company and your trial
• Access the help centre
• Understand how data is imported and exported in bulk
• Export a CSV file out of Xero and Import a CSV file into Xero.