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Xero Essentials

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Learning objectives

  • Navigate Xero in order to effectively utilise the available tools and increase efficiencies.
  • Access the demo company in order to try out Xero’s features and demo Xero to prospective clients.
  • Identify the different Xero editions and their features in order to select the correct plans for clients
  • Set up a new Xero organisation.
  • Identify and use the dashboard features to view a snapshot of the organisation's financials and utilise its shortcuts to increase efficiencies.
  • Identify the best way to find support in order to resolve problems quickly and efficiently.
  • Identify the key features of Xero, including bank feeds, to get the most out of the software.
  • Identify the various Xero mobile apps so you can run your business from anywhere on the go.

Course outline

    Utilise Xero HQ to better manage day to day workflows and My Xero to access the Demo Company and add new organisations. Navigate Xero and discover all the features needed to run a business effortlessly, and keep an eye on the finances anywhere, anytime, with the Xero mobile apps.

Topics covered

  • Bills
  • Xero HQ
  • Files
  • Expense claims
  • My Xero
  • Bank
  • Dashboard
  • Payroll
  • Invoicing
  • Mobile

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