Learn the Basics of Xero is a workshop for beginners, which aims to provide an overview of the accounting knowledge and essentials to assist the managers, executives and founders in their daily activities.

You will take some hands-on demonstration to do the following: bookkeeping, invoice management, expense management and reading financial statements using Xero and how they interact in business decision-making. We ensure that you will know how to use Xero to perform basic accounting to aid decision making upon completion of this course.

Modules

Module 1: Introduction to Xero

• Starting out in Xero
• Cloud-based system explained
• Benefits and key Functionalities of Xero

Module 2: Basic Xero Guide

• Navigating around Xero and introduction to basic functions
• Getting to know Xero Dashboard and Shortcuts.

Module 3: Basic Set-Up with Xero

• Make a new business profile with Xero
• Xero Settings
• Creating Chart of Accounts

Module 4: Input Bank Account

• Insert Bank Account in Xero
• Insert Bank Account in Xero
• Activate Bank notification from your bank to Xero
• Import bank statement of transaction

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