Xero Accounting
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:
Entreprenuer
Small Business Owner
Chief Financial Officer
Accountant
Secretary
Office ManagerStart 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
The course is delivered online and is both text and video based.
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.
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.
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.
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;
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.
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.
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.
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.
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.
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.
