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Certificate in Xero Basic |
Certificate in Xero Basic
Start with the fundamentals. Over the course, we’ll spotlight the practicalities of Xero in the world of accounting and bookkeeping today; showing you how to get your start as a highly productive digital pro whose industry-ready straight from graduation.
- Discover the role Xero plays in business success
- Command the software with a firm grasp on settings, managing contacts, bank accounts, feeds and reports.
- Leverage Xero to import, manage and review bank statements, sales and invoicing, purchases and more.
The Certificate in Xero Basic is perfect for:
- Bookkeepers, accountants, or business professionals using or considering using Xero to grow their careers.
- Individuals interested in pursuing an accounting or bookkeeping profession
- Business professionals who want to expand their accounting software skills
Details
Price: USD$399
Course Duration: Approximately 7 hours to complete
Access Time: 6 months from enrollment
We’re ready when you are:
Start any time with flexible learning hours and fully remote modules
Ab² students enjoy:
- Deep industry connections to future-proof your career
- Course development and teaching by real-world industry leaders, not academics
- Unrivaled student support by specialists who only serve the accounting industry
- Free student membership with accounting and bookkeeping industry bodies
- 100% flexibility – Study online, anytime, anywhere, on any device
Meet your modules
Our course has been custom-built by industry experts with decades of real-world, practical experience and knowledge. This will give you top-notch skills and understanding, making you job-ready the moment you graduate.
- About Xero
- Security protocol
- Choosing the right subscription
- Access the Xero organization
- General tips
- Dashboard
- Business tab
- Short-term cash flow
- Business snapshot
- Sales overview
- Purchases overview.
- Expense claims
- Products and services
- Checks
- Accounting tab
- Bank accounts
- Reports
- Advanced
- Reports and Advanced
- Projects
- Contacts
- Quick Add
- Search
- Notifications
- Help
- User profile
- Other features
- Files
- Settings
- Subscription and billing
- Additional applications
- Organization settings
- Organization details
- Users
- Invoice settings
- Email settings
- Check styles
- Advanced settings
- Financial settings
- Chart of accounts
- Tax rates
- Tracking categories
- Conversion balances
- Navigating the contact’s screen
- Contact fields
- Adding contacts
- Managing contacts
- Editing contact details
- Contact groups
- Smart lists
- Overview of bank accounts screen
- Adding bank accounts
- Types of bank feeds
- Importing bank transactions
- Importing CSV
- Common errors
- Managing bank statements and lines
- Reviewing bank statements
- Overview of the bank reconciliation screen
- Understanding bank reconciliation in Xero
- Posting transactions
- Spend vs. receive money
- Transfer
- Payments
- Reconciling bank transaction
- Auto match
- Create transaction
- Billable expenses
- Find & match
- Reconciling minor differences
- Deposits net of fees
- Other differences
- Recognizing overpayments
- Recognizing prepayments
- Recognizing partial payments- split
- Bank rules
- Cash coding
- Cash coding with bank rules
- Optimal workflow
- Fixing errors
- Remove & redo vs. unreconciled
- Overview of sales
- Viewing the invoice listing
- Sending invoices electronically
- Managing invoices
- Editing an invoice
- Voiding an invoice
- Duplicating an invoice
- Applying payments to invoices
- Batch payments
- Credit notes
- Create credit note from invoice
- Create credit note from sales overview
- Repeating invoices
- Creating repeating invoices
- Managing repeating invoice templates
- Using repeating invoices to schedule in advance
- Group invoices
- Viewing invoice history and note
- Overview of purchases
- Viewing the bill listing
- Creating a bill
- Billable expenses not a ledger entry, just a queue
- Creating bill from file
- Managing bills
- Editing bills
- Voiding a bill
- Credit notes
- Create credit note from bill
- Create credit note from purch overview
- Repeating bills
- Creating repeating bills
- Managing repeating bill templates
- Purchase orders
- Creating a purchase order
- Converting a purchase order to a bill
- Converting purchase order to an invoice
- Paying bills
- Formatting check styles
- Single bill payment
- Batch payments
- Printing checks
- Editing check styles
- Importing paid bills
- Viewing bill status and history
- Viewing the check register
- Overview of reporting
- Generating reports
- Publishing reports
- Bank reconciliation report
- Reconciliation of credit cards
- Finding and correcting errors
- Missing lines
- Duplicate
- Reverse lines
- Review coding
Ready to hit the books?
To submit your application, please click the enroll button below.
To find out more about the Certificate in Xero Basic qualification and short course, please fill out our contact sheet below.
