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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.
Module 1: Introduction to Xero
  • About Xero
  • Security protocol
  • Choosing the right subscription
Module 2: Navigating through Xero
  • 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
Module 3: Settings
  • Organization settings
  • Organization details
  • Users
  • Invoice settings
  • Email settings
  • Check styles
  • Advanced settings
  • Financial settings
  • Chart of accounts
  • Tax rates
  • Tracking categories
  • Conversion balances
Module 4: Contacts
  • Navigating the contact’s screen
  • Contact fields
  • Adding contacts
  • Managing contacts
  • Editing contact details
  • Contact groups
  • Smart lists
Module 5: Banking and Bank Feeds
  • 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
Module 6: Bank Reconciliation
  • 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
Module 7: Sales and Invoicing
  • 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
Module 8: Purchases
  • 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
Module 9: Reporting
  • Overview of reporting
  • Generating reports
  • Publishing reports
Module 10: Month- and Year-End Process Reconciliation
  • 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.

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