Xero Software – Introduction

About this course

Participants learn to use Xero for core bookkeeping tasks, including setting up an account, creating customer and supplier records, producing invoices, adding bank and petty cash accounts, and recording and reconciling transactions. The course also covers standard financial reports and methods for identifying and correcting common errors. Teaching combines step-by-step tutor guidance, real-world examples and individual tasks using the software. Progress is assessed through a portfolio of evidence produced during the course.

What you'll learn

• Set up a Xero account and configure basic business details
• Create and manage customer and supplier records
• Add, import and customise sales invoices
• Record, monitor and reconcile financial transactions and receipts
• Generate basic financial reports
• Identify and resolve common Xero errors

Is this course right for you?

The course is intended for beginners, including learners with no previous Xero experience. It suits people who can follow tutor guidance, practise tasks individually and compile portfolio evidence during the course. Basic computer and internet application skills are relevant to participation.

• Keyboard and mouse skills are essential
• Basic knowledge of cut, paste, print and save is desirable
• Good knowledge of internet-based applications is stated as a requirement