Xero for Beginners

You will learn to use Xero in basic day to day business scenarios for accounts processing and reporting.

What we'll cover:

Configuring Xero

  • Getting started and company setup.
  • Selecting and configuring your Chart of Accounts
  • Setting up Suppliers and key client contacts

Accounts Processing

  • Creating Bills and Purchase Orders
  • Creating and sending Invoices to your customers
  • Loading stock items and inventory

Important Functions

  • Setting up your bank accounts
  • GST and tax reporting
  • Conducting a bank reconciliation
  • Profit & Loss, Balance Sheet and general reporting

What you'll achieve:

You will leave this course with an understanding of:

  1. Data entry for daily Invoices and Bills
  2. Importing of receipts and basic data into the system
  3. How to ensure Tax is added to your invoices and expenses
  4. How to run P&L, Balance Sheet and other basic reports

How long is this course?

4 hours

How many people may attend?

20 pax
en_AUEnglish (Australia)

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