Description
Course Description
In the Xero Accounting Beginners Certificate Training Course you will learn about the Xero dashboards and use the various accounting tools to perform bookkeeping tasks that businesses use every day.
Learn accounting and data entry skills used in every business relating to sales, purchases, quotes, receivables, payables. Follow procedures that keep a businesses accounts in order and organised and improve the credit management of your accounting.
Learn about:
- Accounts Receivable Tasks: How to send or issue invoices to one customer or many customers at the one time, to save a repeating invoice and much more.
- Credit Management: Credit notes could not be simpler when using Xero; you won’t get confused with them, and they take seconds to generate, just like a sales invoice.
- Accounts Payable Tasks: Learn to manage accounts payable, schedule payments, create bulk payments and ABA files, send suppliers a remittance, process employee expense claims and more
Training for accounts jobs
The practical case studies in this Xero Beginners course will teach you about the tasks performed in office support accounts jobs.
Learn about the different accounting and bookkeeping job descriptions for these skills.
See the Accounts, Office Administration and Data Entry Jobs available to you
Practical Case Studies
We’ve helped students learn how to use accounting software since 1996 when MYOB AccountRight was the market leader.
Our small business case studies teach you basic tasks and gradually get more advanced as you progress through the course – one step at a time.
The practical tasks are in the Xero training workbooks which you can download in PDF format and keep forever.
Video Tutorials
The Xero Video tutorials are short and to the point to give you visual instructions that you can absorb quickly. Unlike having a teacher at the front of the training room you can repeat the videos as often as you want – and learn at your own page.
All of these resource are included in the price of the course, along with the knowledge review assessment test and a Certificate upon completion.
See what is included in the Xero Training Courses.
The Xero Accounting Beginners Certificate Training Course includes training on:
- Accounts Receivable: Entering Sales Invoices and Receiving Customer Payments
- Accounts Payable: Entering Supplier Invoices and Entering Supplier Payments
- Transferring Money Between Accounts
- Data Entry
- Adding New Contacts
- Edit existing Contacts and Coping with Duplicate Contacts
- Navigating the Sales Dashboard
- Entering Credit Note and Allocating them to invoices
- Emailing or Printing Invoices
- Entering a New Purchase Order
- Sending a Purchase Order
- Deleting Invoices
- Voiding Invoices, Voiding Invoices when payments are applied
- Internal Bank Transfers
- Handling Over payments
- Processing Contra Deals and
- Creating a Quote in Xero.
Learn about accounting jobs which require these skills.
FREE Xero Accounts Receivable Training Micro Course Workbook and Videos
These tutorials are available as a free sample. PLUS, access the Xero Accounting Micro Course workbook with practical examples
Try our FREE micro skills course in Xero Beginners Skills. Get some experience using our training resources and see why thousands of students choose EzyLearn every year.
Get your FREE Xero Accounts Receivable Training Course Workbook and Videos
Xero Beginners Certificate Training Course Detailed Outline
The Sales Dashboard: Bank Accounts, customer and supplier contacts
Keep track of every financial transaction for every bank card and credit card as well as PayPal, Stripe, Square or other account types used by most modern businesses. Use your Xero Accounting software to keep track of all business contacts too.
- Xero Beginners Course – Create New Accounts – Creating Your Chart of Accounts
- Xero Beginners Course – Create New Accounts – Add Bank Account
- Xero Beginners Course – Create New Accounts – Add Credit Card
- Xero Beginners Course – Create New Accounts – Modifying Your Chart of Accounts
- Xero Beginners Course – Set Up Contacts – Add New Contact
- Xero Beginners Course – Set Up Contacts – Edit Existing Contact
- Xero Beginners Course – Set Up Contacts – Merge Duplicate Contacts
- Xero Beginners Course – Set Up Contacts – Group Contacts
The Sales Dashboard: Invoicing, Payments and Quotes
Keep a record of every quote, invoice, purchase and payment and use these to reconcile your bank accounts as well as followup for overdue payments and quotes which can turn into sales and future revenue.
Xero Beginners Course – Sales Dashboard – Create a Sales Invoice- Xero Beginners Course – Sales Dashboard – Navigating the Sales Dashboard
- Xero Beginners Course – Sales Dashboard – Create a Draft Sales Invoice
- Xero Beginners Course – Sales Dashboard – Email or Print Invoices
- Xero Beginners Course – Sales Dashboard – Create a Branding Theme
- Xero Beginners Course – Sales Dashboard – Create a Quote
- Xero Beginners Course – Sales Dashboard – Accept and Create an Invoice for Quote
- Xero Beginners Course – Sales Dashboard – Copy an Invoice
- Xero Beginners Course – Sales Dashboard – Receive Customer Payment
- Xero Beginners Course – Sales Dashboard – Receive Payment for Multiple Invoices
- Xero Beginners Course – Sales Dashboard – Delete an Invoice
- Xero Beginners Course – Sales Dashboard – Void an Invoice
- Xero Beginners Course – Sales Dashboard – Void Invoice When Payment is Applied
- Xero Beginners Course – Sales Dashboard – Overpayments
- Xero Beginners Course – Sales Dashboard – Create and Allocate a Credit Note
- Xero Beginners Course – Sales Dashboard – Statements
The Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances
Keep track of the money owed by the business to suppliers. Typically displayed as Accounts Payable this section will teach you about managing the liabilities of a business.
- Xero Beginners Course – Purchases Dashboard – Create a Supplier Invoice
- Xero Beginners Course – Purchases Dashboard – Create a Supplier Payment
- Xero Beginners Course – Purchases Dashboard – Create a Purchase Order
- Xero Beginners Course – Purchases Dashboard – Print and Send a Purchase Order
- Xero Beginners Course – Purchases Dashboard – Create a Bill from a Purchase Order
- Xero Beginners Course – Purchases Dashboard – Internal Bank Transfers
- Xero Beginners Course – Purchases Dashboard – Send a Remittance
Inventory Management
- Creating new inventory items
- Purchasing inventory items for stock
- Selling inventory items
- Running inventory reports general and detailed
See one of the explanation videos for an inventory report you’ll run after going through the real life exercises in this Xero Training Course
Other Transactions
Xero Accounting software does most of the journal entries automatically and gives you control to enter journal entries when you need to. This often occurs for direct debited payments, bank account fees and interest.
- Xero Beginners Course – Other Transactions – Receive Money
- Xero Beginners Course – Other Transactions – Prepayments
- Xero Beginners Course – Other Transactions – Spend Money
- Xero Beginners Course – Other Transactions – Transfer Money
- Xero Beginners Course – Other Transactions – Process Contra Deal
Expense Claims
Xero Accounting makes it easier to keep track of expenses for the business as well as staff.
With the purchase of Hubdoc Xero demonstrated their willingness to continuously provide cutting edge functionality to automate transactions and reduce manual data entry.
- Xero Beginners Course – Expense Claims – Add, Edit and Delete Receipts
- Xero Beginners Course – Expense Claims – Submit Claim for Approval
- Xero Beginners Course – Expense Claims – Authorise an Expense Claim
- Xero Beginners Course – Expense Claims – Pay an Expense Claim
Reports
- Xero Beginners Course – Reports – Balance Sheets
- Xero Beginners Course – Profit and Loss Statements
Practical Case Study: CloudPBX
The main case study in this course involves the purchasing and selling of telephone system equipment, including providing service and support.
You’ll be creating purchase orders and keeping track of money owed to suppliers while also paying their bills as well as sales, money owed by customers and receiving their payments.
Learn more about the CloudPBX Case Study
Upgrade Option 1: Xero Accounting + Xero Payroll Training Course Bundle
Xero Accounting is used every day to manage income and expense related transactions and another important and common use for Xero is Payroll. Pay runs are performed weekly and fortnightly and some businesses enable staff to keep track of expenses that they incur in the course of their work. This includes work related expenses while at a client, working from home or using their own vehicle.
See what is included in the Xero Accounting Payroll Training Course
Interested in learning Xero Accounting and Xero Payroll? See the Xero Accounting + Xero Payroll Bundle.
Upgrade Option 2: Xero Complete Training Course Package
Learn as much as possible about Xero Accounting for small business?
The Xero Complete Training Course Package includes our full range of Beginners to Advanced training courses and resources to master Xero for small business accounts administration – including Payroll!
See Xero Complete Training Course Package
Learn Xero & MYOB
The Bookkeeping Academy combination courses will teach you how to use both Xero and MYOB Accounting software. Students who enrol into these Bookkeeping Academy packages also get access to Level 2 FREE Students inclusions and other extras.
