Xero Courses

Xero™ is a powerful, yet easy-to-use cloud-based accounting system, and our short face-to-face and live online training courses will make it all easy for you. Not only will you learn lots of great time-saving shortcuts, but we’ll cover important best-practice suggestions for managing YOUR accounts and finances better with Xero. Also, you can bring along your specific questions/queries about how Xero will work for your business or workplace.

All our courses are hands-on with real-world and practical exercises. The relatively small class sizes allow you to ask your trainer questions that are specific to the setting up of your business and its day-to-day management for general bookkeeping, payroll, trouble-shooting issues, and many others.

Check out what you’ll learn in our face-to-face and live, online classes below:


If needed, scroll down to see more FACE-TO-FACE and LIVE ONLINE course dates on the right:

Xero

February 5th, 2025

  • Essentials & Beyond
  • Payroll
  • Advanced
  • EOFY

Xero – Essentials & Beyond


Detailed Content

This course is delivered as 1-day hands-on, face-to-face, or 3-hour, live online session, and participants will learn how to:

  • Get used to and navigate Xero’s screen (Dashboard, Accounts, Contacts, etc).
  • Set up, check and create important settings:
    – Customer and supplier payment terms.
    – Chart of accounts.
    – Products and servces you sell.
    – Bank feeds.
    – and more.
  • Create customer invoices and enter sales payments.
  • Enter supplier bills and payments.
  • Use electronic record-keeping to file away bills etc.
  • Use time-saving shortcuts to quickly enter transactions.
  • Void transactions and create credit notes and refunds.
  • Use shortcuts and repeating transaction features.
  • Reconcile bank accounts with live feeds and automatic transactions.
  • Use time-saving ‘cash-coding’ to quickly reconcile accounts.
  • Quickly fix errors in incorrectly-coded transactions.
  • Create simple and complex bank rules to save time.
  • Print/download reports (P&L, Balance Sheet, BAS, etc).
  • State mobile apps and other ‘add-ons’ for using and extending Xero for your business.
  • State ‘where to go’ to enter transactions specific for your business or workplace.

Flexible Options

Public courses are subject to availability, and courses can be delivered just for your personnel, as a closed course, either onsite in your training room, or as a live online session.


For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.


What You Receive

All participants receive:

  • Training manual of step-by-step instructions (PDF version for live online sessions).
  • Use of a computer for hands-on exercises (face-to-face session).
  • Interactivity – you can ask questions relevant to your work.
  • Recording of the session for on-demand reviewing later (live online sessions).
  • Support for your questions after the training via phone or email.
  • Certificate of attendance (face-to-face session).
  • Copies of all student training files for ongoing practice.

What You Require For Online Session

  • Your PC/laptop/device, with internet, sound enabled and speakers.
  • A headset with microphone is recommended, and webcam optional.
  • Double-screen or wide-screen if you wish to follow the trainer, otherwise you just view.

Prerequisites

No experience in using Xero is required nor assumed. Participants are expected to have a sound knowledge of and experience with a Windows PC and browsing the Internet.

FACE-TO-FACE Dates


  • ALBURY
    Feb
    27

    2025

    1 day, Thu 9:30 AM - Thu 5:00 PM

    ALBURY

    • $399.00 incl. GST

More F2F Dates

LIVE ONLINE Dates


  • Online
    Apr
    10

    2025

    3 hours, Thu 9:30 AM AEST - Thu 12:30 PM AEST

    Online

    • $249.00 incl. GST

More ONLINE Dates

Download Course Guide

excel

Xero Overview

Xero – Payroll


Detailed Content

This course is delivered as 1-day hands-on, face-to-face, or 3-hour, live online session, and participants will learn how to:

  • Set up general payroll information.
  • Set up payroll categories: earnings, superannuation, taxes, deductions, expenses and entitlements.
  • Set up ‘unusual’ payroll categories (allowances, tax exempt and super-exempt categories).
  • Set up employees and payroll defaults to save time.
  • Update payroll history for employees.
  • Use timesheets and add to payslips.
  • Make adjustments correctly to fix entitlements.
  • Produce payroll reports and report PAYG and super.
  • Set up and be ready for STP (Single Touch Payroll).
  • Adapt Xero Payroll for your business.

Flexible Options

Public courses are subject to availability, and courses can be delivered just for your personnel, as a closed course, either onsite in your training room, or as a live online session.


For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.


What You Receive

All participants receive:

  • Training manual of step-by-step instructions (PDF version for live online sessions).
  • Use of a computer for hands-on exercises (face-to-face session).
  • Interactivity – you can ask questions relevant to your work.
  • Recording of the session for on-demand reviewing later (live online sessions).
  • Support for your questions after the training via phone or email.
  • Certificate of attendance (face-to-face session).
  • Copies of all student training files for ongoing practice.

What You Require For Online Session

  • Your PC/laptop/device, with internet, sound enabled and speakers.
  • A headset with microphone is recommended, and webcam optional.
  • Double-screen or wide-screen if you wish to follow the trainer, otherwise you just view.

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.

Prerequisites

Experience in using Xero or CLASS Training Xero Essentials and Beyond training is recommended.

FACE-TO-FACE Dates


  • ALBURY
    Apr
    01

    2025

    1 day, Tue 9:30 AM - Tue 5:00 PM

    ALBURY

    • $399.00 incl. GST

More F2F Dates

LIVE ONLINE Dates


    No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.

More ONLINE Dates
Download Course Guide

Xero – Advanced


Detailed Content

This course is delivered as 1-day hands-on, face-to-face, or 3-hour, live online session, and participants will learn how to:

  • Set up important Xero areas: cash drawer account, stock and service items to sell, etc.
  • Set up simple job tracking, departmental accounting.
  • Create transaction ‘templates’ for common sales invoices and supplier bills.
  • Create and manage refunds correctly.
  • Create and use undeposited payments accounts to track and reconcile EFTPOS/cheque payments better.
  • Manually reconcile bank transactions and when and why to do that.
  • Reconcile tricky transactions:
    – prepayments, overpayments, underpayments, etc.
    – invoices paid twice.
    – payments made with fees deducted, etc.
  • Adjust, correct and reverse wrong transactions.
  • ‘Clean out’ duplicate accounts and contacts.
  • Work with documents, files and advanced electronic record-keeping.
  • Complete check-list for EOFY or end of BAS period.
  • Set up and complete the BAS correctly, enter BAS payment or refund correctly.
  • Manage security:
    – Set up users and restrict access to functions.
    – Lock periods to prevent changes / new transactions.
  • Customise design templates for emails.
  • Customise, publish and output financial reports.
  • Export reports to MS Excel for more analysis, charting, etc.
  • Solve your problems.

Flexible Options

Public courses are subject to availability, and courses can be delivered just for your personnel, as a closed course, either onsite in your training room, or as a live online session.


For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.


What You Receive

All participants receive:

  • Training manual of step-by-step instructions (PDF version for live online sessions).
  • Use of a computer for hands-on exercises (face-to-face session).
  • Interactivity – you can ask questions relevant to your work.
  • Recording of the session for on-demand reviewing later (live online sessions).
  • Support for your questions after the training via phone or email.
  • Certificate of attendance (face-to-face session).
  • Copies of all student training files for ongoing practice.

What You Require For Online Session

  • Your PC/laptop/device, with internet, sound enabled and speakers.
  • A headset with microphone is recommended, and webcam optional.
  • Double-screen or wide-screen if you wish to follow the trainer, otherwise you just view.

For more details or to inquire about a closed corporate or online program, use our inquiry form here or phone us on (02) 6041 2711.


Prerequisites

Experience in using Xero or CLASS Training Xero Essentials and Beyond training is recommended.

FACE-TO-FACE Dates


  • ALBURY
    Apr
    02

    2025

    1 day, Wed 9:30 AM - Wed 5:00 PM

    ALBURY

    • $499.00 incl. GST

More F2F Dates

LIVE ONLINE Dates


    No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.

More ONLINE Dates
Download Course Guide

Xero – End of Financial Year


Detailed Content

This is a 2-hour live, online session and participants will learn how to:

  • Check your Xero setup, accounts, GST, etc.
  • Run reconciliation reports (GST, bank, Trial Balance, etc).
  • Run Aged Receivables Summary and Aged Payables Summary reports.
  • Write off bad debts correctly.
  • Report the BAS.
  • Make adjustments to balances correctly.
  • Reconcile payroll data with the general ledger to ensure balances match.
  • Prepare, review and finalise individual payment summaries.
  • Make adjustments to transactions and accounts correctly.
  • Lock accounting periods to prevent changes.
  • Set up users and restrict access to some functions.
  • State the steps/checklist for processing EOFY in your Xero file.

What You Receive During Online Session

  • PDF workbook of step-by-step instructions.
  • Interactivity – you can ask and answer questions.
  • Recording of the session for on-demand reviewing later.
  • Support for your questions after the session.
  • Copies of all example files for your own work.

What You Require For Online Session

  • Your PC/laptop, with internet, sound enabled and speakers.
  • A headset with microphone is recommended.
  • Double-screen or wide-screen if you wish to follow the trainer, otherwise you just watch.

Bookings for this session can be made online via the ‘Book Now’ links top-right (scroll up). To inquire about a closed corporate program, use our inquiry form here or phone us on (02) 6041 2711.


Prerequisites

CLASS Training Xero Essentials & Beyond course, or proven experience with Xero.

LIVE ONLINE Dates


    No courses or sessions scheduled. Inquire via phone (02) 6041 2711 or use our Contact Us page.

More ONLINE Dates

Recent Reviews – Xero Courses

Very Informative - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Very informative course to help with all levels of knowledge. Xero is a great program to use.

Jade - Job-seeker

Very helpful training course - Xero Essentials & Beyond

Rated 5.0 out of 5
October 24, 2024

Enjoyed the training and the manual is value for use in the future. I will transfer over from MYOB to Xero with the advise of my accountant and feel now that I will manage the transition.

Carmel - Farm owner

Great - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Great overview of Xero and its features.

Kerryn - Winery specialist

Great - Xero Essentials & Beyond

Rated 4.0 out of 5
October 24, 2024

Great course. I enjoyed and I feel I will take alot away from it. Mark was great and explained things well.

Debbie - Admin / Bookkeeper

Excellent - Xero Essentials & Beyond

Rated 5.0 out of 5
October 24, 2024

An enjoyable and insightful training day. Being new to Xero the course has been very informative and leaving me confident to use the system, especially with the take home manual to refer to.

Nicole - Business Owner

Add Your Review Here














Ready to Work Smarter? [ Inquire Now ]
IT Training AND Courses
EDUCATE, ENHANCE & PERFORM
We are here to help you work smarter with your IT tools. Whether it's for business, work or fun, our services will increase your productivity and minimise your stress. Look around for info about our services and courses, dates, bookings, help desk, resources and more.
  • Analysis of your needs.
  • Face-to-face or live, online.
  • Our training rooms or yours.
  • Extensive training manuals.
  • Help desk support.
Our corporate video
Call (02) 6041 2711