Introduction

Master the basics with our Xero Introduction course and learn all of the core skills that you need to start using Xero day-to-day.

We know that learning Xero for the first time can be a bit daunting. Our friendly, certified trainer will quickly get you using Xero confidently in no time.

This is a hands-on course. It includes lots of time to practise what you are being taught, try things out for yourself and ask questions.

✔ A complete beginners’ course that covers all of Xero’s basics.
✔ Plenty of one to one attention and time to ask questions.
✔ Friendly expert trainers, small groups and a comfortable place to learn.
✔ All the materials and extras that you’ll ever need.
✔ Ongoing support and help with issues you have after the course.

 

What Will I Learn?

By the time you finish, you’ll be comfortable using a wide range of Xero’s core features.

You’ll be able to quickly and easily:

  • Navigate the Xero dashboard and tailor it to your preferences.
  • Send emails from Xero that are customised for your business.
  • Reconcile your bank account and create sales invoices and purchase orders.
  • Create and view pre-loaded reports.

Am I Ready For This Course?

This course is a beginners’ course and so doesn’t assume any prior knowledge.

So long as you are comfortable working with a computer you’ll be absolutely fine.

The Training Day

Our courses run from 9.30am to roughly 4.15pm with refreshments throughout the day and a break for a tasty, freshly prepared lunch.

We offer a relaxed, supportive learning environment, fully air-conditioned facilities and some of the nicest instructors on the planet.

Also, you’ll receive:

✔ A full-colour manual covering everything in the course so that you can recap.
✔ A USB stick for the course exercises to let you practise more in your own time.
✔ A Certificate of Attendance.

  • The benefits of using Xero
  • Basic functionality
  • How to navigate Xero
  • Understand the dashboard
  • Tailor it to your preferences
  • Setting up sales invoices
  • Customising sales invoices
  • Creating and sending a sales invoice
  • Setting up a new contact
  • Creating an Inventory item
  • Customising emails
  • Creating a quote
  • Sending a quote
  • Sending statements of overdue amounts
  • Sending statements of activity
  • Creating purchase orders
  • Recording a purchase invoice
  • Setting up a bank account and feed
  • Reconciling a bank account
  • Viewing a basic profit & loss report
  • Using the help centre
  • Contacting Xero Support