Training summary

Dashboard

Learn how to use the menus, icons, dashboard and other tabs at the top of every screen in Xero. View the video here.

Sales

How to create invoices and credit notes, how to use invoice reminders. View the guides here,

Purchases

How to create supplier invoices. View the video here,

Banking

How to add new bank accounts and setup bank feeds. View the video here,

Bank Reconciliation Basics

How to use the basic methods of reconciling bank transactions. View the video here,

Bank Reconciliation Advanced

How to process part payments and paying/receiving amounts in advance. Watch the video here.

Fixing coding errors

How to find when something goes wrong and use the remove and redo functions. Read the guide here.

Contacts and Smart Lists

How to import and add new contacts and how to create Smart Lists. Watch the video here,

Journals

How to create and amend journals and setup repeating journals. Watch the video here.

Files

How to use the Files function. Watch the video here.

Reports

How to find and use Xero's reports. View the guide here.

VAT Returns

Learn how to Xero reports on VAT and the procedure for reconciling returns. View the guide here,

Users Roles

An overview of user roles and when to permit those different roles. Watch the video here,

Security

How to set up 2-step authentication and discusss Xero's security measures. View the guide here.

Settings

Learn about the various settings within Xero. View the guide here,

Tracking

How to set up tracking and why it can be an important tool. Watch the video here,

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