xero essentials set-up course

This course includes:

Self-paced modules

Flexible learning

Certificate of completion

1-year access only

Self- directed learning


Description:

This course follows a practical, learn-by-doing approach:

MODULE 1:

  • Company SetupCreating Your Xero Account

  • Initial Organization Configuration

  • Customizing Organization Information

  • Setting the Financial Year and Accounting Method

  • Importing Existing Organization Data


MODULE 2:

  • Chart of Accounts Configuration

  • Understanding Xero’s Chart of Accounts

  • Customizing Accounts for Your Business Type

  • Adding, Editing and Organizing Accounts

  • Chart of Accounts Best Practices


MODULE 3:

  • User Management

  • Adding Users and Administrators

  • Understanding User Permissions

  • Role-Based Access Configuration

  • Setting User Restrictions

  • Managing Multi-User Collaboration