Training Summary

Below you’ll find a training plan with a range of Xero-linked modules which you can view should you want further information, or a refresher, following our training session

General Xero guidance can be found on their support page


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


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


How to create supplier invoices. View the video here.


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,


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


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


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,


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


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


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


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