Learning Xero Training Course

Introduction

Xero Overview

• What is Xero?
• Xero features for government

Xero Quick Start

• Configuring settings to align with public sector workflows
• Adding users and managing access for government entities

Sales

• Working with sales invoices in a transparent and accountable manner

Purchases and Purchase Orders

• Working with purchase invoices to ensure compliance with procurement regulations
• Creating and converting a purchase order for efficient transaction processing

Quotes and Reports

• Preparing, sending, and converting a quote to support budget planning
• Working with reports to enhance financial transparency and oversight

Banks

• Linking bank accounts for secure financial management
• Importing statements to streamline reconciliation processes

Advanced Xero

• Preparing and checking a VAT return to ensure regulatory compliance
• Working with fixed assets to maintain accurate asset registers
• Creating a payroll to manage employee compensation effectively

Summary and Conclusion