Xero - Mastering the Basics

This course has no current classes. Please the waiting list.

We will show you the ins and outs of Xero to ensure that you are gaining the maximum benefit from the software in no time! As Xero is a cloud based accounting program, it is important that you sign up to Xero (either the full subscription or the trial version which will last for 30 days) and that you have access to it, as we are using the Demo company that is provided by Xero. During this one day hands-on course, you will develop the skills necessary to navigate and utilise the various features of Xero.


  1. Orientation and help
  2. The Dashboard
  3. Set up Chart of Accounts
  4. Bank Accounts
  5. Invoicing, quotes, purchase orders
  6. Enter Bills and Payments
  7. Banking Reconciliation – cash coding, bank rules you will love
  8. Reporting and GST
  9. Getting Help and Support

Please note: This training will be delivered on Personal Computers in our computer room with a Microsoft Windows 10 environment.
We do not provide Mac computers but you’re welcome to grab your MacBook and come along, however the tutor will not be able to solve technical problems in class.
If you wish to BYO laptop, please make sure it is fully charged.

Assumes a basic understanding of the internet as well as basic knowledge of personal computers and the Windows operating system.
This course is intended for people who have very little or no knowledge in the use of Xero.

The learning pathway shall consist of face-to-face delivery involving class room demonstrations; discussions; practical tasks; group activities; Q & A and one-on-one support.

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