Xero Short Course Outline (3 weeks)

Week 1: Introduction to Xero and Setup
– Introduction to Xero: Overview of Xero features and benefits
– Setting up Your Organisation: Create and configure organisation settings, chart of accounts, and currencies
– Getting Familiar with the Xero Interface: Navigating the dashboard, menus, and tools
– Setting up Users and Permissions: Managing user access and roles
– Importing Data: Importing bank transactions, customers, and suppliers

Week 2: Accounts Payable, Receivable, and Reconciliation
– Accounts Payable: Managing bills, payments, and credits
– Accounts Receivable: Managing invoices, payments, and credits
– Bank Reconciliation: Reconciling bank statements and transactions
– Managing Inventory: Setting up inventory items, tracking levels, and managing stock adjustments

Week 3: Advanced Topics and Reporting
– Financial Reporting: Generating financial statements, customizing reports, and using filters
– Budgeting and Forecasting: Creating budgets, forecasting sales, and expenses
– Automation and Integration: Automating recurring transactions, integrating with third-party apps, and using cloud tools
– Best Practices and Troubleshooting: Optimizing Xero usage, troubleshooting common issues, and using Xero resources

Cost. K4500