Xero Basics:

• Navigating the Xero interface

• Setting up your organization's account

• Managing user access and permissions

• Customizing your Xero dashboard

• Introduction to key features and terminology

Chart of Accounts and Financial Reporting:

• Setting up and customizing your chart of accounts

• Creating and managing account codes and categories

• Generating financial reports (balance sheet, income statement, cash flow statement)

• Utilizing Xero's report templates and customization options

• Analyzing and interpreting financial data

Bank Reconciliation and Transactions:

• Connecting your bank accounts to Xero

• Importing and categorizing bank transactions

• Reconciling bank statements with Xero records

• Handling bank feeds and managing exceptions

• Troubleshooting common reconciliation issues

Invoicing and Accounts Receivable:

• Creating and customizing sales invoices in Xero

• Managing customer contact details and payment terms

• Sending and tracking invoices

• Managing accounts receivable and payment reminders

• Applying payments and handling credit notes

Purchases and Accounts Payable:

• Entering and managing purchase orders in Xero

• Recording bills and expenses

• Tracking supplier contact details and payment terms

• Managing accounts payable and payment scheduling

• Handling bill payments and reconciling supplier statements

Inventory Management:

• Setting up inventory items and categories

• Managing stock levels and adjustments

• Tracking inventory costs and valuation

• Handling inventory purchases and sales

• Generating inventory reports and analysis

Payroll and Employee Management:

• Setting up payroll in Xero

• Managing employee details and leave entitlements

• Processing employee pay runs

• Handling tax calculations and superannuation contributions

• Generating payroll reports and payment summaries

Xero Add-ons and Integrations:

• Exploring Xero's ecosystem of third-party apps and integrations

• Evaluating and selecting add-ons for specific business needs

• Integrating Xero with popular tools (e.g., CRM, e-commerce platforms)

• Setting up and configuring Xero add-ons

• Maximizing the benefits of integrated workflows