Xero Basics Workbook
Our workbook covers all the basic day to day functions for using Xero in your business. From use of the Dashboard, reconciling bank accounts to invoicing and GST.
You can work through it cover to cover using the Xero Demo Company to practice each part, or use it as a reference when you need it. It is full of our Pro Tips so you can get save yourself time and know what to look for to ensure your Xero is correct and matches your bank account.
If you are simply trying Xero out, this would be a good workbook to show you the day to day use. Try Xero FREE for 30 days!
Invoices owed to you / debtors / accounts receivable
Bills you need to pay / creditors / accounts payable
Reconciling bank accounts
Matching a single sale or bill
Part payments or multiple invoices
Cash transactions – spend or receive
Over payments or prepayments
Remove and redo – the “whoops!”
Entering sales or bills
Deleting and voiding
Inventory Items / Products and Services
Entering and allocating credit notes
Create a new credit note
Create a credit from an existing invoice
Entering a new contact – customer or supplier
For each account on the Dashboard, do the following steps
Other checks for good practice
Run the GST
Chart of accounts
Invoice settings and branding
You can download any updates FREE within 1 year of purchasing.
Go to our Xero Setup and Support Services page for more information about how we can help you get better use of Xero.
Book a Session Now if you would like to go through this in person or if you would like to modify it to suit your business more closely.