Using Xero Day to Day

Length: 0.5 Day(s)     Cost:$299 + GST

= Scheduled class     = Guaranteed to run     = Fully booked

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LOCATION July August September October
Auckland
Hamilton
Christchurch
Wellington
Virtual Class
This course is designed for users new to Xero who want to learn how to use it effectively for everyday processing. We will cover the Xero Dashboard, managing contacts, creating invoices and credit notes, adding bills and credit notes, managing the bank reconciliation and a brief introduction to reports.



Small business customers running Xero for their business or admin staff running Xero for a business.


No prior experience of Xero needed. However you will need a Xero login to partake in the workshop.


You’ll walk away from this course feeling confident undertaking basic transaction processing in Xero. We’ll take you through the basics to get you up and running efficiently.


Accessing the Xero Demo Company

The cloud and security basics

The Xero Dashboard

  • Customising the Dashboard
  • Adding graphs to the Dashboard

Some Xero navigation tips

Contacts in Xero

  • How Xero displays contacts
  • How to add a single contact
  • How to edit a contact
  • Cool things in Contacts
  • Advanced features in Contacts

Invoicing and credit notes for beginners

  • Where in Xero you can raise an invoice
  • How to use the Invoices Dashboard
  • How to create an invoice
  • How to approve and send invoices
  • Invoicing tips
  • How to create credit notes

Bills for beginners

  • Where in Xero you can raise a bill
  • How to use the Bills Overview
  • How to use Email to Bills
  • How to create a bill manually
  • How to create credit notes

Bank reconciliation for beginners

  • What does bank reconciliation mean?
  • Bank reconciliation tips
  • Match and Find & Match
  • Create
  • Transfer
  • Discuss

A brief introduction to reports