XERO ACCOUNTING BASIC COURSE OUTLINE

COURSE TITLE: XERO ACCOUNTING BASIC

PREREQUISITE: Basic understanding of accounting or bookkeeping

INSTRUCTOR: TBU

COURSE SCHEDULE: TBU

COURSE LENGTH: 8 Hours

COURSE OVERVIEW: In this introductory course, you will be guided with how to start your
journey with XERO. Starting from activating your first trial account, all the way to producing
reports, running xero day-to-day activities, reviewing month-end accounting records, preparing
all relevant statements and having a considerable thought of the difference this makes to
bookkeeping & workflow of accounting..

COURSE OBJECTIVES:
Upon successful completion of this course, you will be able to:
1. Produce Xero reports
2. Run Xero day to day activities
3. Review month-end accounting records
4. Prepare all relevant statements.
5. Have a considerable thought of the difference this makes to bookkeeping &
workflow of accounting.

WHAT WILL YOU LEARN?

● Basic bookkeeping using Xero
● Create company/customer/supplier details
● Create basic chart of accounts
● Adding bank accounts using Xero
● Raising customer invoices
● Recording Bank accounts and Receipts
This course will introduce you to Xero, a powerful online and cloud-based accounting software
that allows even non-accountants to run basic bookkeeping tasks smoothly, have an organized
record keeping, and make compliance a breeze.
INSTRUCTIONAL STRATEGIES:

This course combines online courses, live classrooms, live webinars and fast-track assessments.

COURSE OUTLINE :

Chapter 1. Complete initial setup tasks

1.1 Use the dashboard
1.2 Enter basic settings
1.3 Use files Xero
1.4 Enter advanced settings
1.5 Xero chart of accounts (add another account)
1.6 Types of users

Chapter 2. Manage contacts in Xero

2.1 Set up contacts in Xero (adding manually)
2.2 Edit a contact in Xero

Chapter 3. Use inventory for products and services

3.1 Discover the best way to add products and services (Inventory in xero, tracked
vs. untracked, accounting for inventory)
3.2 Set up products and services (set up inventory accounts, add inventory items)

Chapter 4. Manage supplier bills

4.1 Keep track of your incoming goods and services
4.2 Track what you owe your suppliers
4.3 Pay your suppliers on time

Chapter 5. Manage expense claims

5.1 Set up Xero expenses
5.2 Submit expense claims
5.3 Approve and pay expense claims

Chapter 6. Manage customer quotes and invoices

6.1 Manage and send invoices
6.2. Adjust an invoice
6.3 Manage and send quotes
 Chapter 7. Set up and reconcile bank accounts
7.1 Add bank accounts and transactions
7.2 Reconcile invoices and bills
7.3 Create bank transactions
7.4 Use bank reconciliation tools
7.5 Use bank reconciliations reports
7.6 Resolve common banking issue

Chapter 8. Review and adjust transactions

8.1 Make adjustments with manual journals (add journal manually, journal
options, repeating journal, journal report)

Chapter 9. Customise and use reports

9.1 Access and customise reports (access reports)
9.2 Track the performance of your business

Chapter 10. Set up and manage fixed assets

10.1 Get started with fixed assets
10.2 Add and register fixed assets
10.3 Run depreciation on fixed assets
10.4 Managed the fixed assets register

GRADE BREAKDOWN:

Theoretical Exam (Quiz 1) 50%

Theoretical Exam ( Quiz 2) 50%
100%

ASSESSMENT:

Theoretical Exam: (2) 10 Multiple choice questions to be completed at the end of topic or
session.
ATTENDANCE REQUIREMENTS:

It is important for the instructor / trainer to be notified when a student is not able to attend
class. It is the student’s responsibility to inquire about make-up work for both classroom lectures
and laboratory sessions. (last part may be modified depending on whether or not, the institution
allows make-up work )

Tardiness and/or absence from any part of a class/lab will constitute a partial absence. A
total of three partial absences will constitute a full absence. (Number of absences may be
modified depending on school rules and policies, )

For further information on the attendance policy, consult the current edition of the
student handbook.

INSTRUCTOR RESPONSIBILITIES:

1. At the beginning of each course, the instructor will provide a course syllabus to each
student in the class.
2. The instructor will evaluate each student’s participation, assignments, assessments and
projects based on the grading criteria published in the syllabus.
3. Unannounced quizzes and special projects may be given at the instructor’s discretion.

STUDENT: TEACHER RATIO

For information on maximum class capacity and student to teacher ratio for lecture and
laboratory courses, please consult the current edition of the student's handbook.

COURSE OUTLINE AND TIMEFRAME:

WEEK / HOURS SESSION TOPICS RESOURCES

WEEK : Chapter 1-5 and Assessment Google Classroom, videos

HOURS : 4 and Link Resources, Xero

WEEK : Chapter 6 - 10 and Assessment Google Classroom, videos

HOURS : 4 and Link Resources, Xero