Learning Xero Training Course

Introduction

Xero Overview

• What is Xero?
• Xero features

Xero Quick Start

• Configuring settings for government operations
• Adding users to ensure secure access

Sales

• Working with sales invoices for efficient transaction management

Purchases and Purchase Orders

• Working with purchase invoices for streamlined procurement processes
• Creating and converting a purchase order to facilitate accurate record-keeping

Quotes and Reports

• Preparing, sending, and converting a quote to support transparent communication
• Working with reports to enhance financial transparency and accountability for government entities

Banks

• Linking bank accounts for seamless financial tracking
• Importing statements to maintain accurate financial records

Advanced Xero

• Preparing and checking a VAT return to ensure compliance with tax regulations for government agencies
• Working with fixed assets to manage long-term investments effectively
• Creating a payroll to support efficient human resources management for government organizations

Summary and Conclusion