This course is a one day course designed for participants that would
like to learn how to use Xero to perform day to day tasks. It has been
created for business owners and entrepreneurs in mind.DURATION: 1 day
CLASS SIZE: 10 students max
LEVEL: Beginner
HOURS: 9am-3pm approx
Morning Tea included- Please advise of dietary requirements
ABOUT THE COURSE:
This is a hands on course that students will work on the Xero file
using real examples. This course should enable students to complete
the day to day workload in Xero. We also touch on basic bookkeeping
terminology.
This course is taught by BAS Agent Fiona Failla a Certified Xero
Advisor. She uses Xero daily and consults and trains business owners
in the use of the product.
WHO SHOULD DO THIS COURSE?
This course is aimed at Micro to medium business owners that want an
Introduction to Xero.
PREREQUISITES
Participants must bring their own fully charged laptop as there is
access to free wifi
To be able to work on the Xero product participants will need to
register prior for a Xero trial account or they may have access to
their own Xero account.
WHAT YOU WILL LEARN:
*
Explanation of the Xero Dashboard
*
Explanation of Xero Notifications
*
Explanation of Xero files
*
How to setup and managing users
*
How to enter and manage contacts
*
Understanding the Sales Dashboard
*
How to setup an invoice and manage Invoicing
*
How to send a quote
*
Sending Statements
*
Using the mobile
*
Understanding the Purchases Dashboard
*
How to create a bill
*
Creating a batch payment
*
Bank reconciliations
*
Matching, part payments, prepayments and overpayments
*
Auto Suggestion
*
Reports- Profit and Loss and Balance Sheet
LEARNING OUTCOMES
*
Getting a better understanding of Xero
*
Managing Contacts
*
Managing Quoting
*
Managing Invoicing
*
Managing Purchases
*
Using the Xero app on your mobile
*
How to complete a bank reconciliation
FAQS
WHAT ARE MY TRANSPORT/PARKING OPTIONS FOR GETTING TO AND FROM THE
EVENT?
Lots of free parking available onsite
WHAT CAN I BRING INTO THE EVENT?
Participants MUST bring a fully charged Laptop- Free wifi available
Xero product participants MUST register prior to the class for a Xero
trial account or they may access to their own Xero account.
Smart phone so you can use the Xero app.
HOW CAN I CONTACT THE ORGANISER WITH ANY QUESTIONS?
Contact us at office@abovebas.com.au or 03 9404 1563
WHAT'S THE REFUND POLICY?
No Refunds
DO I HAVE TO BRING MY PRINTED TICKET TO THE EVENT?
Not to worry, we can tick off your name.
WHAT IS THE MINIMUM AMOUNT OF STUDENTS FOR THE CLASS TO PROCEED?
We require 5 students as a minimum. If this number is not met then
we will reschedule the class.
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20/05/2018 Last update