Section 1 : Get Started

Activity 1.1 - Access your free Xero trial

If you don’t have a Xero login, access your free Xero trial. Click on the link here
https://www.xero.com/au/educators/students/
and complete the details on the webpage. You are then asked to confirm your
email to start using Xero. Once you confirm your email, create a password when
prompted and click Activate your account.
Follow these steps to create a new organisation:
1. Enter Xero Leisure and your name as the business name
2. Select Health and Fitness Centre as the Industry type
3. Check Australia is displayed for the country
4. Select No employees and deselect the option for calculating GST as the
business is not registered
5. Tick the reCPTCHA box
6. Click Start trial
If you already have a Xero login, follow the steps below:
1. Log into Xero and click on the arrow in the organisation name on the
navigation bar
2. Select Add a new organisation
3. Enter the organisation name Xero Leisure and your name
4. Enter Health and Fitness Centres as the industry type
5. Check Australia is displayed for the country
6. Select No employees and deselect the option for calculating GST as the
business is not registered
7. Tick the reCPTCHA box
8. Click Start Trial
ORGANISATION DETAILS
The first step is to enter further organisation details, where you are able to enter
key information such as the address and contact details.

To access the Organisation details:

1. Go to the organisation name on the left of your screen
2. Click on the drop down menu and select Settings
3. Select Organisation details

Learn about organisation details on Xero by clicking here -

https://central.xero.com/s/article/Update-your-organisation-s-settings
Activity 1.2 - Enter the organisation details
1. ENTER THE FOLLOWING ORGANISATION DETAILS
2. The remaining information can be left blank for now as you’re working with a fictitious business
3. Display and Legal/Trading name: Xero Leisure + Your name
4. Organisation type Sole Trader
5. Registered address: Level 3, 254-260 Burwood Road,Hawthorn, Vic 3122
 6. Physical address As above (Tick same as postal address option)

1. Dont forget to click Save

FINANCIAL SETTINGS
Activity 1.3 - Enter the financial details
The next step is to enter the financial year end and GST information
To access the Financial Settings:
1. Go to the Accounting menu
2. Select Advanced
3. Choose Financial Settings

ENTER THE FOLLOWING FINANCIAL SETTINGS

1. Financial year end: 30 June
2. GST Accounting Method: None

Learn more about setting up your financial details on Xero by clicking here -
https://central.xero.com/s/article/Set-up-your-organisation-s-financial-details-AU

Dont forget to click Save

USER ROLES
It’s important to set the correct level of access for different users. The main
user role is Business and Accounting, but there are other user roles for Projects,
Expenses, and Payroll.

Learn how to add or edit a user and the different user roles in Xero by clicking here -
https://central.xero.com/s/article/User-roles-explained

Activity 1.4 - Invite users

To access User Roles:
1. Go to the organisation name on the left of your screen
2. Click on the drop down menu and select Settings
3. Select Users
4. Check you have Advisor access. Note: If it’s set as standard, click on the
three dots to change permissions. Change your access to Advisor and click
Update permissions
5. Click Invite a user to invite your tutor with Advisor access

THE DASHBOARD
Xero’s dashboard helps businesses understand their financial position at a
glance. It has all the key pieces of information you’ll need to run your business
on a day to day basis. Use it to drill down into a transaction or perform common
tasks such as adding a sales invoice.
The dashboard won’t have much information on it at this stage but as you
progress through this case study you’ll see information that’s been added.
Activity 1.5 - Watch the video of the main features
Once you’ve watched the overview video of the main features of the dashboard
you can click to Hide it.

Learn about the Xero dashboard by clicking here - https://central.xero.com/s/article/Your-Xero-

dashboard