Daily and End of Month Transactions & Credit Management

The Xero Beginners Courses are now available separately or as part of our COMPLETE Package scroll down to learn about the Bookkeeping Academy course prices

The Xero Beginners Certificate Training Course is designed to give you the skills to perform transactions and entries that normally occur daily within a business. Our Xero Beginners Course includes business tasks performed by both a

• Professional services business, and
• a products and services provider such as a plumber, builder, pest control, installer etc.

The skills taught in the Xero Beginner Essentials course will give you the skills to work in the accounts department of a small to medium sized business performing Accounts Receivable, Accounts Payable and other daily transactions which form part of the job description of someone working in Credit Management.

If you are a small business owner or manager these skills will give you everything you need to know about performing the daily transactions when dealing with your customers and suppliers and enables you to perform your bookkeeping in house and at a low cost.

The topics covered here include time saving features which will make your business appear professional, enable instant payment using Paypal or Credit Cards and save hours or even days in the reconciliation stage so you can reconcile your accounts quickly to generate the important reports you need to see how well you’re performing and also lodge compliance information to your bank or other authorities.

Daily Transactions, Quotes, Invoices, Purchases and Credit Management

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You’ll go through a typical day and cycle in a business, including:

• Purchasing stock items
• Waiting for delivery
• Receiving partial deliveries
• Making part payments
• Exploring payables reporting (A/P)
• Quoting customers
• Converting quotes to orders
• converting quote to invoices
• receiving pre and part payments
• Exploring Receivables reports (A/R)
• Managing inventory
• Inventory reporting

See the Xero Training Course for Daily Transactions

Journals, Transaction Coding, Bank Feeds, Monthly Reconciliation and Reporting

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• Enter transactions not entered by staff
• exploring bank feeds
• Journal entries
• editing journal entries
• Working with transactions with different GST, GNR and GST-FREE codes
• Bank Reconciliation
• Looking at monthly reports like P/L, Balance sheet

See the Xero Training Course for End of Month Activities

Real World Xero Case Studies

All Xero Training Courses are based on real world scenarios and in the Xero Beginners Certificate Course one of the results from your purchases and other data entry is to explore what inventory you have on file.

The business example we use is a VoIP telephone system installer who purchases stock and keeps a selected inventory of the most common VoIP Handsets, Consoles and Adaptors and sells those to lots of different sized businesses.

We use the information from a VoIP Telephone Systems supplier because our CEO was involved in that business.

It is very similar to a plumbing business, electrical business and most other trades which keep an inventory of regular items that they know they’ll use at most customers and enables you to explore the functionality for your business or a typical client.

Learn more about our Micro Courses and Case Studies

Courses created by experts

Our Xero (& MYOB and QuickBooks Online) Courses are written by experienced bookkeepers who use the software in their daily working life. These case studies are based on individually crafted scenarios where our team contribute to the learning journey so we cover as much of the potential issues that a bookkeeper will face in a given day, week, at end of month etc.

Learn more about Accredited Xero Training Courses

Just want the Xero Beginners Training Course

Xero Beginners Certificate Training Courses from $99

The Xero Beginners Courses comprise 2 of our Xero Accounting Software training courses and you can choose to enrol into these separately via the Online Course Catalogue website from just $99

Click to Enrol into Separate Courses

Xero COMPLETE Beginners to Advanced Training Courses

If you would prefer to receive a massive discount by enrolling into the COMPLETE Xero course package use the enrolment form at this website..

Discounts and Special Offers for Cheap Xero Courses

Take a look at our Current Special Offers and current Course Prices.

Pathway to Advanced Certificate in Xero Course

One you have mastered the basic, daily and end of month transactions and journal entries you’ll be able to learn, understand and use the more advanced tools in Xero relating to BAS, GST, Reporting and Payroll.

In the Xero Advanced Certificate Course you’ll work through more complex business scenarios of a typical entrepreneur who makes a lot of quick decisions based on his gut instincts and you’ll have to make sense of them accounting wise and use the real world data.

If you want to learn the full suite of skills and master Xero for your business bookkeeping, choose the COMPLETE package and save money.

Xero Advanced Certificate Training Course