XERO Basics Workshop

This course is a one day course designed for participants that would like to learn how to use Xero to perform day to day tasks. It has been created for business owners and entrepreneurs in mind.

Duration: 1 day

Class size: 10 students max

Level: Beginner

Hours: 9am-3pm approx

Morning Tea included- Please advise of dietary requirements

About the Course:

This is a hands on course that students will work on the Xero file using real examples. This course should enable students to complete the day to day workload in Xero. We also touch on basic bookkeeping terminology.

This course is taught by BAS Agent Fiona Failla a Certified Xero Advisor.  She uses Xero daily and consults and trains business owners in the use of the product.

Who Should Do This Course?

This course is aimed at Micro to medium business owners that want an Introduction to Xero.

Prerequisites

Participants must bring their own fully charged laptop as there is access to free wifi

To be able to work on the Xero product participants will need to register prior for a Xero trial account or they may have access to their own Xero account.

What you will learn:

• Explanation of the Xero Dashboard

• Explanation of Xero Notifications

• Explanation of Xero files

• How to setup and managing users

• How to enter and manage contacts

• Understanding the Sales Dashboard

• How to setup an invoice and manage Invoicing

• How to send a quote

• Sending Statements

• Using the mobile

• Understanding the Purchases Dashboard

• How to create a bill

• Creating a batch payment

• Bank reconciliations

  • Matching, part payments, prepayments and overpayments

  • Auto Suggestion

• 
  

  Reports- Profit and Loss and Balance Sheet

Learning Outcomes

• Getting a better understanding of Xero

• Managing Contacts

• Managing Quoting

• Managing Invoicing

• Managing Purchases

• Using the Xero app on your mobile

• How to complete a bank reconciliation

FAQs

What are my transport/parking options for getting to and from the event?

Lots of free parking available onsite

What can I bring into the event?

Participants MUST bring a fully charged Laptop- Free wifi available

Xero product participants MUST register prior to the class for a Xero trial account or they may access to their own Xero account.

Smart phone so you can use the Xero app.

How can I contact the organiser with any questions?

Contact us at office@abovebas.com.au or 03 9404 1563

What's the refund policy?

No Refunds

Do I have to bring my printed ticket to the event?

Not to worry, we can tick off your name.

What is the minimum amount of students for the class to proceed?

We require 5 students as a minimum.  If this number is not met then we will reschedule the class.