Seminar Overview
Whether you're an experienced accountant/bookkeeper who's been using Xero regularly and looking for a refresher, or you're just getting started with this powerful accounting tool, our Xero Essentials session will help you unlock the full potential of Xero for your financial management needs.
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Xero is a powerful cloud-based accounting software trusted by millions of businesses worldwide. Whether you're looking to streamline your finances or aiming to master the art of Xero, this webinar is tailored to meet your needs.
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Our seasoned Xero expert will guide you through each topic, ensuring you leave the session with practical knowledge and confidence using Xero for your day-to-day financial operations.
Course Outline
Xero Basics
Set up users, understand roles
Xero dashboard
Xero menus
Xero Support
Chart of Accounts
Understand Chart of Accounts
Understand GST codes
Add, edit and delete accounts
Exporting and importing
Bank Accounts
Add bank accounts
Set up credit card fees
Add Paypal
Setup Paypal feeds
Manually import bank statements
Create transactions
Matching
Part Payments
Minor adjustments
Overpayments and pre-payments
Transfer between bank accounts
Auto fill
Bank rules
Searching transactions
Bank reconciliation
Reconciliation Report
Purchases
Creating a new bill
Attaching files to bills
Edit/Copy/Void bills
Searching bills
Creating repeating bills
Creating purchase orders
Creating batch payments
Invoicing
Understand invoice settings
Upload custom logo and branding
Create an invoice
Sending receipts
Searching invoices
Batch deposits
Statements
Creating quotes
Invoicing from quotes
Reports
Understand reports
Publishing reports
Exporting reports
Understand Activity Statements
Suggested Participants
This program has been developed to enhance the skills of anyone responsible for executives and anybody managing your business finances.
Upcoming Dates
Thursday, 23 May 2024 - 1pm - 4pm AEST
