InstructorClark Valmont
TypeOnline Course
DateMar 17, 2015 - Mar 21, 2019
Certificate80% of quiz marks
(3 ratings)
Price$899
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Learn Xero, the world’s most modern accounting software application, and typically used by small to medium-sized businesses. Auckland College offers a fully online course with a certificate that is suitable for aspirants at the beginner or intermediate level of experience.

These days, it seems like everyone wants to learn Xero.

Xero is a great accounting software package that lets you manage business finances, invoices, bills, bank accounts, customers, inventory, and much more. You can learn Xero irrespective of whether you’re employed, self-employed, or looking out for a job.

The Xero curriculum includes:

• An easy-to-understand online course with a granted certificate upon completion.
• Learning online accounting, book-keeping and managing your finances better.
• A free 30-day trial is available from Xero’s website.
• Learning with professional videos and access to the course on your computer or mobile phone.
• Case studies and realistic examples to assist your learning.

Many business owners and employers agree that learning Xero has been one of the best investments for their career. With the help of this course, you will become a competent user of Xero.

You will not only learn all the main functions of the program, but the course also includes a few helpful extra features as well. Learn how to produce invoices, reconcile a bank statement, view financial reports, record bills, send customer statements, follow up on invoices, and more. The course includes helpful videos as well as written content and exercises.

Potential Career Pathways Include:

Start learning today with Auckland College, and you’ll become a competent Xero user in no time!

This course is ideal for people looking to operate Xero either for another company or for their own business and reach an intermediate level of skill.

Career pathways possible with this course:

– Office Manager
– Personal Assistant
– Business Owner
– Administrator
– Accountant
– Entrepreneur
– Book-keeper

Section 1Understanding the Xero Interface
Lecture 1Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Familiarize themselves with the Xero Dashboard, and
  • Identify the Main Menus in Xero.
Lecture 2The Xero Dashboard
Lecture 3Different Main Menus in Xero
Section 2How to Access Xero Help
Lecture 4Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Know how to access Xero Help, and
  • How to use Xero Help to troubleshoot a problem.
Lecture 5Getting Help?
Section 3How to Access Xero's Demo Company
Lecture 6Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Define a Demo Company in Xero, and
  • Demonstrate how to access the Demo Company in Xero.
Lecture 7What is a Demo Company?
Lecture 8Accessing a Demo Company in Xero
Section 4How to Set Up Invoices
Lecture 9Learning Objectives & SummaryFree Preview

Lesson Overview

One of the most important activities to master in Xero is how to create an invoice. An invoice is a document that you would send to an individual, or another business, who would need to pay you money in exchange for providing goods or services.

At the end of this chapter, you should be able to:

  • Discuss the importance of setting up invoices, and
  • Demonstrate how to setup an invoice in Xero with logos and addresses;
Lecture 10Video Tutorial: Setting Up An Invoice
Lecture 11Setting Up An Invoice
Lecture 12Setting Up the Logo in the Invoice
Lecture 13Changing the Address
Section 5How to Create Invoices
Lecture 14Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Define an invoice, and
  • Demonstrate how to enter an invoice in Xero.
Lecture 15What is an Invoice?
Lecture 16Creating an Invoice
Lecture 17Entering an Invoice
Lecture 18Setting Inventory Items
Section 6How to Create Bills
Lecture 19Learning Objectives & SummaryFree Preview

Lesson Overview

In Xero, you’ll want to learn how to create a bill. In contrast to invoices, bills are documents that you would normally use to record entities that you need to pay. Examples include recording an electricity bill, or raw material that you have purchased for your business.

We will also take a look at how to create purchase orders, which are documents that you would send to a supplier that you want to order goods from. For example, if you wanted to buy 200 units of blue shirts from a particular supplier, you would usually send them a ‘purchase order’ requesting 200 units of blue shirts.

At the end of this chapter, you should be able to:

  • Define bills,
  • Demonstrate how to create a bill in Xero, and
  • Demonstrate how to make bills from a purchase order in Xero.
Lecture 20What is a Bill?
Lecture 21Video Tutorial: Creating a Bill
Lecture 22Entering a Bill in Xero
Lecture 23Creating a Bill from a Purchase Order
Section 7Bank Reconciliation
Lecture 24Learning Objectives & SummaryFree Preview

Lesson Overview

Reconciling a bank account is the process of giving transactions ‘meaning’. Simply put, this is how you help Xero interpret what you spend and receive money for. For example, Xero does not instinctively know that Caltex is likely to be fuel or petrol expenses. So you use the process of reconciliation to tell Xero what the transactions really indicate.

At the end of this chapter, you should be able to:

  • Demonstrate how reconciling works in Xero (process flow),
  • Demonstrate how to reconcile a statement with automatically matched transactions,
  • Demonstrate how to reconcile a statement line with a transaction you need to search for, and
  • Demonstrate how to reconcile multiple statement lines with multiple bills or invoices.
Lecture 25Reconciling in Xero (Process flow)
Lecture 26Reconciling via Automatically Matched Transactions
Lecture 27Reconciling of a Transaction to be Located
Lecture 28Reconciling with Multiple Bills and Invoices
Section 8Bank Accounts & Chart of Accounts
Lecture 29Adding a Bank Account
Lecture 30Chart of Accounts
Section 9Managing Outstanding Invoices & Debtors
Lecture 31Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Discuss the importance of cash flow,
  • Demonstrate how to check reports about due payments, and
  • Discuss tips to improve cash flow in Xero.
Lecture 32Why are Cash Flows Important for a Business?
Lecture 33Checking Due Payments Reports
Lecture 34Tips for Improving Cash Flow Management
Lecture 35Reports
Section 10How to View Profits and Losses in Xero
Lecture 36Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Define a profit and loss statement, and
  • Demonstrate how to view a profit and loss report in Xero.
Lecture 37What is a Profit and Loss Statement?
Lecture 38Xero Profit and Loss Statement
Section 11How to Send Statements
Lecture 39Learning Objectives & SummaryFree Preview

Lesson Overview

At the end of this chapter, you should be able to:

  • Define what is a customer statement;
  • Enumerate the different types of statements in Xero;
  • Demonstrate how to view, email and print a customer statement.
Lecture 40What is a Customer Statement?
Lecture 41Types of Customer Statements in Xero
Lecture 42How to view a customer Statement in Xero?
Lecture 43How to print a customer's statement
Lecture 44How to email a customer's statement
Section 12Helpful Tips & Quick Reference Sheets
Lecture 45Xero Cheat Sheets
Lecture 46Xero Frequently Asked Questions
Lecture 47Special Concepts in Xero
Section 13Course Handbook
Lecture 48Course Handbook
Lecture 49Course Workbook For Practical Exercises
Section 14Assessment Quiz 1
Lecture 50XPR: Xero Premium: Assessment (Quiz 1)
Section Quiz
Section 15Assessment Quiz 2
Lecture 51XPR: Xero Premium: Assessment (Quiz 2)
Section Quiz
Section 16Assessment Quiz 3
Lecture 52XPR: Xero Premium: Assessment (Quiz 3)
Section Quiz
Section 17Self Assessed Practical Exercises
Lecture 53Big Jungle Limited
Lecture 54Blue Ground Limited
Lecture 55Yellow Place Limited
Section 18Advanced Concepts
Lecture 56Working with Bad Debts
Lecture 57Turning Quotes into Invoices
Lecture 58Trial Balance
Lecture 59Quoting
Final Quiz