Skip to content

Xero software level 1

  • by admin
  • Course level: All Levels
  • Duration 15h
  • Total Enrolled 26
  • Last Update August 1, 2021


Course Content


  • Introduction to Xero and how to sign up for free
  • Introduction to accounting and how to apply accounting knowledge and skill onto Xero.

Customisation and Implementation

  • Xero basic settings and customisation
  • Registering your company with Xero
  • VAT settings and tax settings on Xero
  • Financial settings and user management
  • Adjust chart of accounts
  • Add customer and credit control
  • Add suppliers and supplier payment
  • Inventory settings

Processing with Xero

  • Process of creating an Invoices
  • Process of creating credit notes
  • Processing customer invoice payment
  • Processing supplier invoice payment
  • Process of creating bills
  • Process of returning bills
  • Process of creating Quotes

Banking and Control

  • Bank reconciliation with Xero
  • Matching and identifying missing


  • Generate various monthly management report using
  • Generate profit and loss report using Xero
  • Generate balance sheet and inventory reports


Tutor Instructions:

  1. Please download the case study and read it through.
  2. Understand the requirement and make necessary notes and
  3. Now watch the videos and follow the instructions.
  4. You need to create a new email Id in order to sign up free trial.
  5. If you require further support, contact your tutor at

What Will I Learn?

  • Unique practical business case studies and work-based scenarios
  • Online lectures design and delivered by a professional accountant.
  • Personal Tutor Support
  • Assignment marked by a Xero Certified Advisor.
  • CPD verifiable certificate
  • Claim 6 CPD points
  • Access to Xero software
  • Employer Reference Letter 100% applicable at workplace

Topics for this course

2 Lessons15h

Case Study 1

Lesson 01

Case Study 2

About the instructor

0 (0 ratings)

12 Courses

62 students


Material Includes

  • Comprehensive two Case Studies
  • High Quality Video tutorial
  • Access to a personal tutor support
  • Dedicated student support
  • Assignment marking and feedback by a Xero Certified Advisor
  • A recognised Xero certificate on completion
  • Free CV review and free job-hunting tips
  • Professional job reference
  • Free career advice by an industry expert


  • There are no entry requirements for the Xero training level–1. However, you should have some common understanding about computer literacy and numeric knowledge.

Enrol today to get 50% off!

Use the code "CERTIFY2021" to get 50% off on all courses

All course comes with Xero & QuickBooks approved certification

Be part of industry leading Accountants