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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.


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.


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.

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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


Want your whole team to attend this seminar? Contact us to enquire about an in-house training session. 

We come to you to deliver the training, we can even personalise the content to be specific to your oganisation.

Book an in-house session?



Xero Essentials

Xero is a powerful cloud-based accounting software trusted by millions of businesses worldwide.



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