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
DashboardLearn how to use the menus, icons, dashboard and other tabs at the top of every screen in Xero. View the video here. |
SalesHow to create invoices and credit notes, how to use invoice reminders. View the guides here, |
PurchasesHow to create supplier invoices. View the video here. |
BankingHow to add new bank accounts and setup bank feeds. View the video here. |
Bank Reconciliation BasicsHow to use the basic methods of reconciling bank transactions. View the video here, |
Bank Reconciliation AdvancedHow to process part payments and paying/receiving amounts in advance. Watch the video here. |
Fixing coding errorsHow to find when something goes wrong and use the remove and redo functions. Read the guide here. |
Contacts and Smart ListsHow to import and add new contacts and how to create Smart Lists. Watch the video here, |
JournalsHow to create and amend journals and setup repeating journals. Watch the video here. |
FilesHow to use the Files function. Watch the video here. |
ReportsHow to find and use Xero's reports. View the guide here. |
VAT ReturnsLearn how to Xero reports on VAT and the procedure for reconciling returns. View the guide here, |
Users RolesAn overview of user roles and when to permit those different roles. Watch the video here, |
SecurityHow to set up 2-step authentication and discusss Xero's security measures. View the guide here. |
SettingsLearn about the various settings within Xero. View the guide here, |
TrackingHow to set up tracking and why it can be an important tool. Watch the video here, |
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