Course information

Xero Introduction Training Course Outline

Module 1: Introduction

  • What is Xero?
  • Benefits of Xero
  • Basic Functions of Xero
  • Navigate Xero Using the Menus and Icons

Module 2: Dashboard

  • Setup Panels
  • Business Snapshot Panels
  • Customise your Dashboard

Module 3: Sales Invoices

  • Create an Invoice for Customer
  • Approve and Send a Customer Invoice
  • Create an Invoice Template

Module 4: Contacts

  • Add a New Contact
  • Add Account Numbers to your Contact Records
  • Set a Default Foreign Currency for a Contact

Module 5: Inventory and Emailing from Xero

  • How to Add an Inventory Item?
  • Add an Email Template
  • Fields in an Email Template
  • Insert Placeholders
  • Placeholders You Can Use for Each Email Type

Module 6: Quotes

  • Overview
  • Create a Quote and Add Options
  • Copy a Quote
  • Create a Quote from an Estimate
  • Create a Quote for a Job or Lead
  • Email a Quote
  • Add or Edit Email Information
  • What customers Can do with an Online Quote

Module 7: Customer Statements

  • Overview
  • Customer Statements and Prepayments
  • View, Print or Email a Customer Statement

Module 8: Purchase Orders and Purchase Invoices

  • Create and Save a Purchase Order
  • Purchase Order Delivery Address Options
  • Create an Invoice From a Purchase Order

Module 9: Bank Accounts and Reports

  • Add a Bank Account
  • Add a Credit Card Account
  • Reconcile Bank Account
  • Income Statement (Profit and Loss) Report

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Who should attend this Xero Introduction Training Course?

The Xero Introduction Training Course aims to teach professionals the basics of Xero, a cloud-based accounting software. The Xero Introduction Training can be beneficial for anyone who wants to learn how to use Xero. This course can be a valuable for various professionals, including:

  • Chartered Accountants
  • Certified Bookkeepers
  • SME Owners
  • Finance Managers
  • Payroll Clerks
  • Tax Consultants
  • Financial Analysts
  • Business Consultants

Prerequisites of the Xero Introduction Training Course

There are no formal prerequisites for attending the Xero Introduction Training. However, it will be helpful to have a basic knowledge of accounting principles, financial management concepts and basic computer skills.

Xero Introduction Training Course Overview

Xero, an innovative cloud-based accounting software, has transformed financial management for small to medium-sized businesses worldwide. This course offers a comprehensive introduction, covering the essentials of navigating and utilising Xero for effective financial administration. Its relevance in today's digital-first business environment cannot be overstated, providing users with real-time financial insights and the agility to make informed decisions.

Proficiency in Xero is crucial for accounting professionals, bookkeepers, and business owners aiming to streamline their financial operations. Mastering this software enables users to manage accounts payable and receivable efficiently, conduct bank reconciliations, and generate financial reports. Skilled Xero users are in high demand as more businesses adopt cloud-based solutions. It's now a vital competency for financial professionals.

The Knowledge Academy’s intensive 1-day training course is designed to equip delegates with the knowledge and skills to navigate and utilise Xero confidently. Attendees will learn to set up accounts, process transactions, and interpret financial reports efficiently. The hands-on approach ensures that participants leave with practical experience, ready to apply their new skills in real-world scenarios, enhancing their productivity and the financial health of their businesses.

Course Objectives:

  • To introduce the basics of Xero software and its interface
  • To demonstrate how to set up a company in Xero
  • To guide on entering and managing transactions effectively
  • To explain the process of bank reconciliation in Xero
  • To illustrate the creation and interpretation of financial reports
  • To teach efficient management of accounts payable and receivable

After completing this course, delegates will receive a certification in Xero Introduction Training. This Xero Certification confirms the proficiency of individuals in using Xero for financial management. It signals to employers and clients their capability to simplify accounting processes and improve the financial efficiency of their organisations.

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What’s included in this Xero Introduction Training Course?

  • World-Class Training Sessions from Experienced Instructors
  • Xero Introduction Certificate
  • Digital Delegate Pack

Why choose us

Our Ottawa venue

Includes..

Free Wi-Fi

To make sure you’re always connected we offer completely free and easy to access wi-fi.

Air conditioned

To keep you comfortable during your course we offer a fully air conditioned environment.

Full IT support

IT support is on hand to sort out any unforseen issues that may arise.

Video equipment

This location has full video conferencing equipment.

Ottawa is the capital city of Canada. It is located on the bank of the Ottawa River in the east of Southern Ontario province. It has an estimated population of 885,000 people. Ottawa is the fourth largest city in the world. The name of this city comes from the Algonquin word Odawa which means “to trade”. Education in Canada is mostly free and publicly funded. It is overseen by the federal, provincial and local governments, with the education within provincial jurisdiction and the curriculum overseen by the province. Education is compulsory in most provinces up to the age of 16. Parents can choose between sending their children to one of the public schools or they can sent them to a fee paying private school. Those who live in Ottawa and find that picking a secondary school is a fraught decision involving school zones and ratings. There are four main public school boards in Ottawa. One is English, one is English-Catholic, and one is French and another is French-Catholic. The Ottawa-Carleton District School Board which is the largest with 147 schools to oversee. The catholic school board has 85 schools, the Conseil des écoles catholiques du Centre-Est has 49 schools and the Conseil des écoles publiques de l'Est de l'Ontario has 37 schools. Canada’s higher has a very good reputation. However there is no formal ranking system and students will often choose colleges and universities bases on geographic convenience and the reputation of a particular course. Ottawa is one of the best educates cities in Canada as it is believed that over half of the population have graduated from college or university. Ottawa has the highest per capita concentration of engineers, scientists, and residents with PhDs in Canada. The University of Ottawa was founded in 1848 and was the first higher education institute to be established in the city.  The university is a bilingual public university. The University of Ottawa is ranked in the top 300 universities in the world, coming in at number 284 and is a top 15 university in Canada.  The university has faculties in the following areas: arts, civil law, common law, education, engineering, post graduate studies, health sciences, medicine, science, social sciences and the school of management. Ottawa also has two main public colleges Algonquin College and La Cité collégiale. There are also 2 catholic universities in the city; Dominican University College and Saint Paul University.

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Ways to take this course

Experience live, interactive learning from home with The Knowledge Academy's Online Instructor-led Xero Training in Ottawa. Engage directly with expert instructors, mirroring the classroom schedule for a comprehensive learning journey. Enjoy the convenience of virtual learning without compromising on the quality of interaction.

Unlock your potential with The Knowledge Academy's Xero Training in Ottawa, accessible anytime, anywhere on any device. Enjoy 90 days of online course access, extendable upon request, and benefit from the support of our expert trainers. Elevate your skills at your own pace with our Online Self-paced sessions.

Streamline large-scale training requirements with The Knowledge Academy's In-house/Onsite at your business premises. Experience expert-led classroom learning from the comfort of your workplace and engage professional development.

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Tailored learning experience

Leverage benefits offered from a certification that fits your unique business or project needs

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Maximise your training budget

Cut unnecessary costs and focus your entire budget on what really matters, the training.

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Team building opportunity

Our offers a unique chance for your team to bond and engage in discussions, enriching the learning experience beyond traditional classroom settings

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Monitor employees progress

The course know-how will help you track and evaluate your employees' progression and performance with relative ease

What our customers are saying

Xero Training in Ottawa FAQs

Xero is a beginner-level course designed to familiarise users with Xero accounting software, covering basics like dashboard navigation, invoicing, and bank reconciliation.
Xero streamlines accounting with real-time financial insights, automates everyday business tasks, enhances collaboration with advisors, ensures compliance, and provides secure, easy access to finances anywhere, supporting informed decision-making and growth.
Xero's cloud-based platform is highly secure, employing strong encryption, multiple layers of security, and regular compliance assessments to protect data and ensure privacy for its users.
Xero streamlines invoicing by automating tasks like creating, sending, and tracking invoices, offering online payment options to expedite payments, and providing real-time financial insights to improve cash flow management.
There are no formal prerequisites for attending the Xero Introduction Training. However, a basic knowledge of accounting principles, financial management concepts, and computer skills will be helpful.
In this training course, delegates will have 1-day intensive training with our experienced instructors, a digital delegate pack consisting of important notes related to this course, and a certificate after course completion.
This course is a 1-day training course during which delegates participate in intensive learning sessions that cover various course topics.
Through Xero Certification, one can acquire skills in cloud-based accounting software, including financial reporting, bank reconciliation, invoicing, payroll management, and an understanding of real-time cash flow management for small businesses.
After completing a Xero Training Course, career opportunities include roles as a Xero Certified Advisor, Bookkeeper, Accountant in firms using Xero, Financial Analyst, and Accounts Manager.
Yes, The Knowledge Academy offers support for delegates before, during, and after this course. Our customer support team is available to assist and promptly resolve any issues.
The Knowledge Academy in Ottawa stands out as a prestigious training provider known for its extensive course offerings, expert instructors, adaptable learning formats, and industry recognition. It's a dependable option for those seeking this Xero Training.
The training fees for Xero Introduction Trainingin Ottawa starts from CAD1695
The Knowledge Academy is the Leading global training provider for Xero Introduction Training.
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Why choose us

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Best price in the industry

You won't find better value in the marketplace. If you do find a lower price, we will beat it.

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Many delivery methods

Flexible delivery methods are available depending on your learning style.

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High quality resources

Resources are included for a comprehensive learning experience.

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"Really good course and well organised. Trainer was great with a sense of humour - his experience allowed a free flowing course, structured to help you gain as much information & relevant experience whilst helping prepare you for the exam"

Joshua Davies, Thames Water

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