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Certificate in Xero Training Course 512
The Xero Training Course for Data Entry, Accounts Payable, Accounts Receivable, Income and Expenses.
Xero Training for Daily Transactions
THE Certificate in XERO Training Course (Daily Transactions) will teach you how to perform bookkeeping tasks that are performed every day in every business no matter what size. These are the sales and purchases transactions which directly effect the income and expenses of the business.
Once completing the Certificate in Xero Beginners Training Course, have practical skills performing these tasks:
- Generating quotes
- Create branding themes
- Customise invoices
- Sales invoices and payments
- Purchase orders
- Tracking income and expenses
- Expenses and Receipts
- Producing balance sheets, profit and loss statements and other reports
These bookkeeping skills are vital for busy business owners to keep abreast of their financial situation and to know exactly how their business is tracking. You can also ensure a business remains compliant and that the necessary documents are lodged with the Australian Tax Office (ATO).
Usual time for course completion: 12 hours
Covering the Different Ways People Learn
Instructor Presentations
The Xero Beginners’ Essentials (Daily Transactions) Training Course includes comprehensive Instructor Video Tutorials, designed to reflect the natural flow of a real-life business. You can view these at your own pace and go over them again and again as often as you need.
See below for a list of the topics covered in this online training course.
Downloadable Xero Training Workbooks
You receive a detailed training workbook to work through and perform the step-by-step transactions, referring to the instructor videos if you need to. Download the training workbook and take it with you to learn in your workplace or home or anywhere you like to study.
Combined with the videos, our workbooks are a great tool for learning and absorbing information.
Real Life Case Studies
The business case studies provide you with an experience like working for that business. The case study in the Certificate in Xero Training Course for Daily Transactions you’ll get confident performing working within an organisation that provides both products and services. You’ll explore the different invoice formats for items and services and create quotes for prospective customer, convert it to an invoice, make modifications where necessary and follow it through until the invoice is paid.
Our Courses are Linked to Employment Outcomes in Accounting and Bookkeeping Jobs
We cover all the essential bookkeeping tasks in the Xero Beginners’ Essentials (Daily Transactions) Training Course, many of which business owners contract out to bookkeepers. This makes you a far more employable bookkeeper — something we are vitally invested in as a training company.
Our training courses are designed to make you far more employable as a bookkeeper — something we are vitally invested in as a training company.
Because Xero is cloud-based accounting software, being trained in how to manage the day-to-day operations of a small to medium-sized business using Xero, enables you to look for clients and jobs all over Australia; not just close to where you live.
Cloud accounting enables people wanting to work from home, and working parents, the opportunity to operate a virtual assistant business from their own home. EzyLearn has helped many parents who work, or who are returning to the workforce, achieve the flexibility and work-life balance associated with working from home.
All of our Xero Beginners’ Essentials training courses now come with Premium Member Support!
What’s Covered in this Xero Course?
The Xero Beginners’ Essentials (Daily Transactions) Training Course is extensive and will teach you:
The Xero Sales Dashboard: Invoicing, Payments and Quotes
Learn about Xero’s Sales Dashboard, including:
- Xero Daily Transactions Course – Create New Accounts – Creating Your Chart of Accounts
- Xero Daily Transactions Course – Create New Accounts – Add Bank Account
- Xero Daily Transactions Course – Create New Accounts – Add Credit Card
- Xero Daily Transactions Course – Create New Accounts – Modifying Your Chart of Accounts
- Xero Daily Transactions Course – Set Up Contacts – Add New Contact
- Xero Daily Transactions Course – Set Up Contacts – Edit Existing Contact
- Xero Daily Transactions Course – Set Up Contacts – Merge Duplicate Contacts
- Xero Daily Transactions Course – Set Up Contacts – Group Contacts
- Xero Daily Transactions Course – Sales Dashboard – Create a Sales Invoice
- Xero Daily Transactions Course – Sales Dashboard – Navigating the Sales Dashboard
- Xero Daily Transactions Course – Sales Dashboard – Create a Draft Sales Invoice
- Xero Daily Transactions Course – Sales Dashboard – Email or Print Invoices
- Xero Daily Transactions Course – Sales Dashboard – Create a Branding Theme
- Xero Daily Transactions Course – Sales Dashboard – Create a Quote
- Xero Daily Transactions Course – Sales Dashboard – Accept and Create an Invoice for Quote
- Xero Daily Transactions Course – Sales Dashboard – Copy an Invoice
- Xero Daily Transactions Course – Sales Dashboard – Receive Customer Payment
- Xero Daily Transactions Course – Sales Dashboard – Receive Payment for Multiple Invoices
- Xero Daily Transactions Course – Sales Dashboard – Delete an Invoice
- Xero Daily Transactions Course – Sales Dashboard – Void an Invoice
- Xero Daily Transactions Course – Sales Dashboard – Void Invoice When Payment is Applied
- Xero Daily Transactions Course – Sales Dashboard – Overpayments
- Xero Daily Transactions Course – Sales Dashboard – Create and Allocate a Credit Note
- Xero Daily Transactions Course – Sales Dashboard – Statements
The Xero Beginners’ Essentials (Daily Transactions) Training Course also includes:
The Xero Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances
Learn about Xero’s Purchases Dashboard, including:
- Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Invoice
- Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Payment
- Xero Daily Transactions Course – Purchases Dashboard – Create a Purchase Order
- Xero Daily Transactions Course – Purchases Dashboard – Print and Send a Purchase Order
- Xero Daily Transactions Course – Purchases Dashboard – Create a Bill from a Purchase Order
- Xero Daily Transactions Course – Purchases Dashboard – Internal Bank Transfers
- Xero Daily Transactions Course – Purchases Dashboard – Send a Remittance
Inventory Management in Xero
Learn about Xero’s Inventory Management, including:
-
Click Image to View the FREE Xero Training Course Video
Creating new inventory items
- Purchasing inventory items for stock
- Selling inventory items
- Running inventory reports general and detailed
See one of the explanation videos for an inventory report you’ll run after going through the real life exercises in this Xero Training Course
Other Transactions in Xero
Learn about Xero’s other transaction options, including:
- Xero Daily Transactions Course – Other Transactions – Receive Money
- Xero Daily Transactions Course – Other Transactions – Prepayments
- Xero Daily Transactions Course – Other Transactions – Spend Money
- Xero Daily Transactions Course – Other Transactions – Transfer Money
- Xero Daily Transactions Course – Other Transactions – Process Contra Deal
Expense Claims in Xero
Learn about Xero’s Expense Claims, including:
- Xero Daily Transactions Course – Expense Claims – Add, Edit and Delete Receipts
- Xero Daily Transactions Course – Expense Claims – Submit Claim for Approval
- Xero Daily Transactions Course – Expense Claims – Authorise an Expense Claim
- Xero Daily Transactions Course – Expense Claims – Pay an Expense Claim
Reports in Xero
Learn about creating the wide range of reports available in Xero, including:
- Xero Daily Transactions Course – Reports – Balance Sheets
- Xero Daily Transactions Course – Profit and Loss Statements
This course is included in the Beginners’ Certificate in Xero Accounting Course
You Also Get ALL of the FREE Student Inclusions!
Learn how to use the essential tools in Xero, Australia’s leading cloud accounting software program — AND get the essential skills in Microsoft Office, WordPress or Social Media Marketing as a FREE Student Inclusion!
Learn more about our Free Student Inclusions.
SEE OUR Special Offers for Xero Online Training Courses!
You may be eligible to receive a discount off the price of the course. Check out our specials page to see if you are eligible for a discounted price on Xero Bookkeeping Courses. If so, you can apply it at the enrolment page and receive your discount.
If you also want to do an Excel or Word course, you may find a combination offer that suits you.
How to Enrol in the Xero Essentials Training Courses
All Xero training course enrolments are accepted online via our online training course enrolment form.
Using this form, you can pay your course fees using Credit Card or using Paypal. If you’d prefer to send us a cheque or make an electronic funds transfer, complete the form and wait for the Confirmation Email to arrive — this will provide you with all the information you need for payment.
When you click on the Xero Course Enrolment link, scroll towards the bottom of the course list to see the pricing.
Who is this Course for?
This Daily Transactions Xero Course has been created in consultation with qualified accountants and bookkeepers. It is perfect for business owners, bookkeepers or accountants wanting to expand their knowledge of the Xero online accounting program.
It is also suited to those people with no prior knowledge of Xero or other accounting programs. The only prerequisite is the ability to open and edit a file, save a file and navigate around a website!
Furthermore, once you enrol as an EzyLearn student, no matter which course it is, you automatically receive FREE access to a number of our other Beginners’ courses. It’s all part of our free student inclusions.
Get your FREE Introductory Xero Course
Receive your FREE Training Workbook and Training Video Tutorials. Learn something about Xero to get a job or apply these fundamental principles to earn more money, quicker using online “cloud” accounting software. In our free training guide you’ll learn how to Quote on the spot, convert quotes to invoices and set up & Integrate PayPal so you can invoice faster and get paid immediately.
We want you to have this free training so you can sample our training material, experience our training style and learn something!
Get your FREE Accounts Receivable Training Workbook Now!
See All Xero Training Courses Enrol Now
Courses are Available Separately
We’ve always prided ourselves on including ALL courses for one low price but that’s not always practical for students. If you are a student who is looking at doing just this course then explore our Bookkeeping Academy and choose exactly which course you want to enrol into. Learn on your own terms.
Visit the Bookkeeper Course Catalogue
