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Introduction to Xero
Overview
CPA Australia has partnered with Learnsignal to bring you a collection of courses specifically designed for accounting & finance professionals. Boost your skills and stay future-ready by accessing an extensive library of in-demand professional courses which will equip both employees and employers with the essential skills and knowledge to drive business growth and maintain a competitive edge.
The "Introduction to Xero" course is perfect for beginners who want to get started with Xero, a popular cloud-based accounting software. Youll learn how to set up your Xero account, configure organizational and financial settings, and navigate the dashboard. The course covers essential features like managing contacts, creating and sending invoices, handling purchase bills, and performing bank reconciliations. Youll also explore how to manage fixed assets and generate key financial reports, such as profit and loss statements, balance sheets, and cash flow statements. With practical exercises and quizzes, this course equips you with the skills to confidently manage accounting tasks using Xero.
Key topics:
- Setting up Xero
- Fixed Assets
- Sales Invoices
- Purchase Bills
- Bank
- Reporting
This course is made up of videos, questions and additional reading materials.
CPA Australia handles your personal information in accordance with the CPA Australia Privacy Policy.
Your satisfactory completion of the training module may be recorded against your CPD hours.
IMPORTANT: You must complete this course and assessment by the expiry date. Extensions to this timeframe will not be provided.
Refunds for purchases of Learnsignal courses will only be available in exceptional circumstances and will be based on CPA Australia and Learnsignals cancellation terms.
What you'll learn
- Set up a Xero organization by configuring organisational, financial, and tax settings.
- Design and manage a Chart of Accounts, including importing accounts and entering conversion balances.
- Create and manage contacts, invoices, and purchase bills, including repeating transactions and approval workflows.
- Manage fixed assets, including asset types, depreciation, edits, and disposals.
- Set up and reconcile bank accounts, including importing bank statements and using MATCH, CREATE, TRANSFER, and FIND & MATCH functions.
- Generate and customise financial reports, including Profit & Loss, Balance Sheet, Cash Flow, and reconciliation reports.
Who is this for ?
This course is suitable for:
- Small business owners managing their own bookkeeping
- Junior accountants and bookkeepers
- Administrative staff responsible for invoicing and bill management
- Professionals transitioning from Excel/manual bookkeeping to Xero
- Advisors supporting SMEs using Xero
