Course Details close

Course Details

Price:
(inc GST)
$ 385
Application:Xero
Level:Essentials
Version:All-Versions
Duration:1 day
Location:
Level 2
80 Mount St
North Sydney
NSW 2060
Participants:Max 10
Length:9:00 to 16:30
Break Times:
(approx)
10:30 (15mins)
12:30 (1hr)
14:45 (15mins)
Course Dates: View
Course Outline: View

Xero Essentials Course Sydney

   (4.75 out of 5)
484 Xero essentials student evaluations
Location: Level 2
80 Mount St
North Sydney
NSW 2060
Break Times:
(approx)
10:30 (15mins)
12:30 (1hr)
14:45 (15mins)
Duration: 1 day Participants: Max 10
Course Length: 9:00 to 16:30 Price:
(inc GST)
$ 385
Sale Price:
(inc GST)
$

Quick links

Xero Essentials Course Sydney

Course Overview

This is a one-day training course tailored to teach beginners and intermediate users the essential features of Xero’s accounting platform. Lead by one of Australia’s leading Xero experts who has over 30 years’ experience as a chartered accountant and is a certified Xero Gold Member, you’ll gain a valuable understanding of the essentials of Xero and leave with the confidence to utilise the various features of the accounting software. We’ll familiarise you with the Xero interface and its various functions, so you can comfortably navigate your way around to reconcile your own accounts, set up and manage live bank feeds, process basic payroll transactions, deal with coding and bank statement errors, reconcile accounts and lots more.

This course is designed to help students achieve the best possible learning outcomes. You'll learn from certified Xero experts who use easy to follow instructions and helpful demonstrations so you leave with a clear understanding of Xero. We keep our class sizes small so you learn in the best, most supportive environment possible, with plenty of hands on activities to help develop your skills. At the end of this course, you'll leave with the competency required to use Xero to manage the daily operations of your small or medium sized business.

Upon completion of the Xero Essentials course, you’ll receive a certificate of completion, a course manual which you can work through at home to strengthen your skills and the proficiency required to proceed to one of our more advanced Xero courses.

Who Should Attend This Course

The Xero Essentials Training Course is designed especially for students who have little or no experience with Xero’s accounting software. This course is perfect if you’re a self-taught Xero user or complete newbie who wants to gain a solid understanding of the Xero platform and learn how to take advantage of its various accounting functions in order to successfully manage your business.

Typically, students who attend this course already have some experience using other accounting packages and are looking to familiarise themselves with the basics of Xero. It is as well suited to bookkeepers and administrators as it is to accountants and

small business owners. This course is right for you if you want to understand the basic functions of Xero and learn how to manage settings, add bank accounts, add contacts, reconcile bank statements, enter purchases, create quotes and invoices, set up a basic payroll system and generate reports.

Raising the Bar public training courses are available throughout the year in our North Sydney training centre. Alternatively, group training sessions are available by appointment for companies and organisations in Sydney, Melbourne, Adelaide, Canberra, Brisbane and Perth.

Course Prerequisites

Our course is designed especially for beginners, so no prior knowledge of Xero is required, although a general understanding of accounting platforms will be helpful. All you need is basic computer skills and the desire to advance your Xero proficiency to the next level.

Course Inclusions

FREE Course Re-sit

8 months

When you book a public course at Raisng the Bar we offer you a FREE course re-sit for up to 8 months from the scheduled course date.

FREE Email Support

12 months

Free email support for up to 12 months from the scheduled course date.

Small Class Sizes

10 students

All of our courses are capped at a maximum of 10 students to maximise your learning experience.

Classroom Training

All of our courses are face to face, hands on, classroom based training delievered by .

Course Manual

Every student will receive a printed course manual with step by step instructions to use as a reference guide.

Computer Lab

No need to bring your own laptop. Our training courses are conducted in fully equipped computer labs with free Wi-Fi.

Course Certificate

Every student receives a certificate of completion at the end of course to recognise your new skills.

Course Dates

Course Date Price Add Course Qty Status

There are currently no public dates scheduled for this course.

If you have 3 or more people interested in this course, call us today to discuss group training - 1300 937 782.

Course Outline

Dashboard

  • Review Business information
  • Edit Dashboard
  • Tracking Watch list

Utilities

  • Help button
  • Notifications
  • File Storage

General Settings

  • Setting Up and Managing Your Users
  • Organisational Settings
  • Financial Settings
  • Chart of Accounts
  • Tracking Categories
  • Inventory Items
  • Invoice Settings
  • Email Settings
  • Xero to Xero connection

Bank Accounts

  • Adding a Bank account
  • Connection feeds
  • Understanding how it works in Xero

Managing Contacts

  • Add a Contact
  • Contact Groups
  • Merging Your Contacts
  • Smart Lists in contacts

Reconciling

  • Matching
  • Auto Suggestion
  • Creating spend and receive money
  • Bank rules
  • Transfers
  • Account transactions
  • Splitting transactions - Overpayments, Part Payments and Pre-payments
  • Finding and Fixing coding errors
  • Remove and Redo and un-reconcile
  • Cash Coding

Purchases

  • Creating Bills
  • Paying bills
  • Repeating Bills
  • Status of bill
  • Batch Payments
  • Tracking Bills to be paid

Sales

  • Creating Invoice
  • Inventory items
  • Paying Invoice
  • Repeating Invoice
  • Status of Invoice
  • Creating Quotes
  • Emailing Invoices and Statements
  • Collection of debtors
  • Credit notes

Xero Reports

  • Management Reports
  • Bank Reconciliation Reports
  • Exporting Reports
  • Publishing Reports
  • General ledger Reports
  • Account Transaction reports
  • New Reports
  • Budgets

Student Comments

  • Xero Essentials training course

    - Angelina
  • Xero Essentials training course
    Ill be back for the payroll course!
    - Nathan
  • Xero Essentials training course
    mark was very good - clearly knows his stuff!
    - Angela
  • Xero Essentials training course
    Lots was learnt, thanks. It was great to be able to put into practise what was shown moments earlier.
    - Irena
  • Xero Essentials training course
    very happy to have attended
    - Tony
  • Xero Essentials training course
    Will be back for Payroll course!
    - Joanne
  • Xero Essentials training course
    Well explained. Very practical. Good personal development day.
    - David
  • Xero Essentials training course
    Thanks Mark, informative course for changing over from MYOB
    - Del
  • Xero Essentials training course
    Ill be back for the payroll course!
    - Nathan
  • Xero Essentials training course
    Was very happy with the day, will look into taking the next level
    - Kirstie
  • Xero Essentials training course
    Mark was a great teacher and very clear with everything.
    - Zoya
  • Xero Essentials training course
    Thank you for a highly useful day, terrific, thanks!
    - SJ
  • Xero Essentials training course
    Great course and teacher Leant a lot and gain more information through actual practice.
    - Michelle
  • Xero Essentials training course
    Excellent course and training style - 1st class
    - Sandra
  • Xero Essentials training course
    Very informative, great convenor who was very knowledgeable and approachable.
    - Michelle
  • Xero Essentials training course
    Great trainer - very knowledgable
    - Trish
  • Xero Essentials training course
    great in representing information and presenting.
    - Jared
  • Xero Essentials training course
    Our facilitator, Mark was approachable and generous with his time. As I was only looking for an overview I found the couse very useful
    - Tracy
  • Xero Essentials training course
    would recommend to all whether small or big business
    - Damien
  • Xero Essentials training course
    Great detail and explanation of xero
    - Thomas
  • Xero Essentials training course
    very much enjoyed the course, Mark was very helpful and approachable.
    - Ruza
  • Xero Essentials training course
    It all helped me as I am very much a self taught user. Our accountant set it up and basically I`ve taught myself from there. So this was great.
    - Jillian
  • Xero Essentials training course
    very much enjoyed the course, Mark was very helpful and approachable.
    - Ruza
  • Xero Essentials training course
    Our facilitator, Mark was approachable and generous with his time. As I was only looking for an overview I found the couse very useful
    - Tracy
  • Xero Essentials training course
    Excellent course. Well run, relevant, exactly what I was looking for.
    - Joanne
  • Xero Essentials training course
    Very good and informative course
    - Cecilia
  • Xero Essentials training course
    Mark was so friendly & knowledgeable.
    - Michelle
  • Xero Essentials training course
    Course was great and Mark very helpful and clearly explains everything.
    - Melanie
  • Xero Essentials training course
    Mark is a fantastic trainer!
    - Robyn
  • Xero Essentials training course
    Keep up the good work!
    - Ann

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1300 937 782 Contact us

Important Message!

Due to the government's recent announcement to only undertake essential travel and avoid social contact, we have decided to close the training centre until further notice. Yes, we will be back in business at the end of this difficult time. Sorry for any inconvenience this may cause.

In the meantime, anyone interested in WEBINAR style learning please contact Craig Holmes on (02) 9929-8845 to discuss.

Take care and stay safe.