Xero Essentials

Take Your Xero Skills to the Next Level

Advance Your Xero Knowledge with Hands-On Training

Are you ready to take your Xero skills beyond the basics? Our Xero Essentials course is designed for individuals who have completed Xero for Beginners or have prior experience using Xero. This 7-week course provides in-depth training on essential Xero features, helping you streamline financial processes and improve business efficiency.

Why Enrol in Xero Essentials?

Xero Essentials is perfect for small business owners, bookkeepers, and finance professionals who want to enhance their understanding of Xero’s advanced functions. Learn how to efficiently manage invoices, automate bill entries, reconcile bank transactions with bank rules, and gain insights into budgeting, expense claims, and financial reporting.

What You’ll Learn

Throughout this course, you’ll explore key features that help businesses manage finances effectively, including:

• Managing invoices and Xero files – Learn how to efficiently handle sales invoices and keep track of customer payments.
• Managing bills and automating bill entry – Streamline your accounts payable by automating bill processing.
• Bank reconciliation with bank rules – Save time and improve accuracy with automated bank reconciliation.
• Importing and exporting transactions and reports – Work with financial data efficiently for better decision-making.
• Expense claims – Understand how to track and manage business expenses within Xero.
• Xero Projects – Gain insights into project tracking and cost management.
• Budgeting and fixed assets – Learn how to manage budgets and track fixed assets in Xero.
• Advanced accounting features – Explore additional tools that enhance your financial workflow.

Course Details

• Duration: 7 weeks
• Schedule: Fridays, 9.30 am – 12:30 pm
• Delivery Mode: In-person training with practical exercises
• Location: Diamond Valley Learning Centre (DVLC)

Who Should Enrol?

This course is ideal for:

• Individuals who have completed Xero for Beginners
• Small business owners wanting to improve financial management
• Bookkeepers and accounts professionals looking to upskill (This course counts towards CPD points)
• Anyone managing business finances using Xero

Why Learn Xero with DVLC?

At Diamond Valley Learning Centre, we provide small, supportive classes where you can gain hands-on experience and receive expert guidance. Our trainers are qualified CPAs with extensive industry experience who will help you master Xero’s software features to improve your confidence and efficiency in managing business finances.

Earn CPA Australia CPD Hours

Completing this course counts towards the Member CPD requirements of CPA Australia, helping you meet the 120-hour requirement over three years and 20 hours annually for ongoing professional development.