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Diploma in Xero Course Guide

Upskill & get a Xero Qualification, Fast!

Start upskilling immediately
100% online study from home
Only $25 a week

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Detailed course curriculum 

This course comprises the following four certificates:[/vc_column_text][vc_column_text]

Certificate in Xero

ABKN219 – Introduction to Xero Online
ABKN130 – Xero Chart of Accounts
ABKN136 – Managing Contacts with Xero
ABKN198 – Xero Sales, Invoices, Quotes and Inventory
ABKN220 – Xero Purchases and Bills
ABKN174 – Reconciliation & Managing Accounts in Xero
ABKN194 – Introduction to Xero Reporting
ABKN210 – Introduction to Xero Add-ons
ABKN292 – Certificate in Xero Assessment[/vc_column_text][vc_toggle title=”Click here for full Certificate in Xero module details”]ABKN219 Introduction to Xero Online

This will provide you with a practical understanding of Xero and an overview of the software package. It will enable you to explain cloud computing and the benefits of using Xero. You will be able to identify what the system requirements are to use Xero and recognise and navigate the Xero Dashboard. It will also show you how to set up two-step authentication.

 

ABKN130 Xero Chart of Accounts
You will be introduced to the Chart of Accounts – the list of accounts that every transaction you enter into Xero is coded to a specific account. You can leave the Chart of Accounts as it was originally set up when you created your organisation in Xero, or add, edit and delete items from it to suit your business.

 

ABKN136 Managing Contacts with Xero

With Xero you can manage customers, suppliers and employees quickly and easily. You can even import a contact list to add to an already existing list. Grouping your contacts will ensure speed and efficiency when invoicing duplicate invoices to more than one customer.

 

ABKN198 Xero Sales, Invoices, Quotes & Inventory

In Xero invoicing, you can get paid faster and receive updates when the invoice is opened. You can create professional repeating invoices and schedule bill payments so you can manage cash-flow. Xero also tracks payments, returns and credits automatically. Xero Inventory Item allows you to speed up invoicing while tracking goods and services sold.

 

ABKN220 Xero Purchases & Bills

You will be introduced to working with purchases and bills in Xero. An interactive graph of your accounts payable helps you decide what bills need to be paid and when. Suppliers can also send their invoices directly to your accounts. Create a batch payment to bundle one or more bills together into one transaction for payment.

 

ABKN174 Reconciliation and Managing Accounts in Xero

You will be introduced to Bank reconciliation in this course – the accounting process that checks that the transaction in your Bank General Ledger account are the same as what is in your bank using the downloaded bank statement line.

 

ABKN194 Introduction to Xero Reporting

You will be introduced to the Xero Report Centre. Generate and view interactive reports in real-time, and create and report on a budget. All the reports you can run in Xero are divided into sections of performance, position, cash and detail. Reports can be saved, published and archived.

 

ABKN210 Introduction to Xero Add-ons

In this course, you will be introduced to Xero’s add-ons and apps. Add-ons and apps can work in conjunction with your Xero organisation to help you run your business. You will be given a brief overview of four Xero add-ons built and owned by Xero. Explain what the Xero App Marketplace is and how to access it.

 

ABKN292 Certificate in Xero Assessment

Complete a case study based assessment that will allow you to test your understanding of Xero.[/vc_toggle][vc_column_text]

Certificate in Xero Payroll

ABKN219 – Introduction to Xero Online
ABKN200 – Setting up Xero Payroll
ABKN182 – Managing Payroll Items with Xero
ABKN107 – New Employees and Leave Requests with Xero
ABKN179 – Pay Templates in Xero
ABKN178 – Pay Runs in Xero
ABKN183 – Payslips and Payroll Reporting with Xero
ABKN145 – Filing Obligations Using Xero

ABKN294 – Xero Payroll Assessment[/vc_column_text][vc_toggle title=”Click here for full Certificate in Payroll Module Details”]ABKN219 Introduction to Xero Online.

You will be introduced to Xero. You will gain a practical understanding of Xero, and an overview of the software package.

 

ABKN200 Setting up Xero Payroll

You will be introduced to setting up the Xero Payroll module. Recognise how to assign a user with payroll administration access, identify how to add a new user and recognise what a pay calendar is and how to create them.

 

ABKN182 Managing Payroll Items with Xero

Be introduced to Payroll Items in Xero. Payroll items are every kind of payment or deduction on a payslip, and include pay rates, deductions, reimbursements and time off.

 

ABKN107 New Employees & Leave Requests with Xero

Look at setting up employees, entering opening balances, and assigning leave types. You will also look at processing leave requests.

 

ABKN179 Pay Templates in Xero

You will be introduced to pay templates in Xero, identifying how to produce a new pay template and recognise the steps required to apply changes to a pay template.

 

ABKN178 Pay Runs in Xero

You will be introduced to creating and posting a pay run in Xero.

 

ABKN183 Payslips & Payroll Reporting with Xero

In this course, you will be introduced to payslips and payroll reporting in Xero.

 

ABKN145 Filing Obligations Using Xero

In this course, you will be introduced to filing obligations using Xero.

 

ABKN294 Certificate in Xero Payroll Assessment

In this section, you will complete a case study based assessment that will allow you to test your understanding of Xero.[/vc_toggle][vc_column_text]

Advanced Certificate in Xero

ABKN219 – Introduction to Xero Online
ABKN212 – Aged Receivables & Payables in Xero
ABKN199 – Managing Fixed Assets with Xero
ABKN206 – Budgeting with Xero
ABKN207 – Tracking Categories in Xero
ABKN208 – Report Preparation and Analysis in Xero
ABKN139 – Customising Templates in Xero
ABKN209 – Introduction to Projects and Expenses
ABKN293 – Advanced Certificate in Xero Assessment[/vc_column_text][vc_toggle title=”Click here for Advanced Certificate in Xero full module details”]ABKN219 Introduction to Xero Online

This course will provide you with a practical understanding of Xero and an overview of the software package.

ABKN212 Aged Receivables & Payables in Xero

Aged receivables and payables are a fundamental area that business owners and accounting staff need to monitor. If your receivables account has a lot of invoices that have been outstanding for more than your terms of trade then this is restricting your cash flow and needs to be recovered quicker. Likewise, if the payables account shows amounts outstanding over the supplier’s terms of trade then this can reflect poorly on your business and make it more difficult or costly to receive future goods and services.

 

ABKN199 Managing Fixed Assets with Xero

Typically, the accountant will deal with the purchase and sale of assets for a small business owner, but there is no reason why you cannot take control of this. The sale and purchase of assets can be easily recorded in Xero, and with the click of a button, Xero can automatically calculate the monthly or annual depreciation. This means when you print any financial statements such as the Balance Sheet or Profit and Loss, the depreciation and current book value of the asset will be fairly reflected.

 

ABKN206 Budgeting with Xero

Budgets are often a requirement for banks when a business is requesting funding, but they are a powerful tool that many business owners prepare and forget. This course will look at how to access the budgeting module in Xero and create a meaningful budget.

 

ABKG207 Tracking Categories in Xero

Learn how to set up tracking categories to monitor and analyse different areas of your business. You will be able to produce reports that will help make more informative business decisions

 

ABKN208 Report Preparation and Analysis in Xero

One of the benefits of Xero is that you can create reports at any point in time and have an up-to-the-minute information about how a business is performing.

 

ABKN139 Customising Templates in Xero

Often the template in Xero is not how you want to present your Invoices, Credit Notes, Purchase Orders or Statements. It is possible to create your own custom template which will use merge fields and can be fully customised. The ability to create custom templates is a sought-after skill and requires an intermediate understanding of MS Word.

 

ABKN209 Introduction to Projects and Expenses

In this course, you will be introduced to the many features and tools of Xero Projects and Xero Expenses, both Xero products offered as optional integrations to add to a Xero subscription. They are among the many add-ons and apps that integrate with Xero in order to help make running a business easier.

 

ABKN293 Advanced Certificate in Xero Assessment

In this section, you will complete a case study-based assessment that will allow you to test your understanding of Xero.[/vc_toggle][vc_column_text]

Official Xero Advisor Certification

Complete the Official Xero Certification which is issued by Xero, another frequent request of employers.[/vc_column_text][/vc_column][vc_column width=”1/3″ css=”.vc_custom_1608527850090{padding-top: 15px !important;padding-right: 15px !important;padding-bottom: 15px !important;padding-left: 15px !important;background-color: #e9f7f8 !important;border-radius: 5px !important;}”][vc_column_text css=”.vc_custom_1608527651812{background-color: #e9f7f8 !important;}”]

Course Summary

Qualification name: ABKN4026 – Diploma in Xero

 

Investment: $995 or only $25 per week on an interest FREE Payment Plan

 

Course duration: 40 hours

 

Access time: 6 months

 

Delivery method: Online with unlimited tutor support

 

Entry requirements: None

 

Start date: Instant access, start when you are ready

 

Assessments: Multiple choice, short answer, practical Xero assessment

 

BONUS: Get up to six months access to Xero included with your course.[/vc_column_text][vc_column_text css=”.vc_custom_1608527890635{background-color: #e9f7f8 !important;}”]

Why study this course?

  • Gain an accredited Xero certificate to add to your CV
  • Flexible start dates – enrol online and start when you are ready
  • Complete your studies online, at your own pace with comprehensive tutor support
  • The content of this course has been certified by the CPD Certification Service. Gain 40 CPD hours on completion
  • Developed & delivered by an Accredited training Centre – International Association of Bookkeepers & International Association of Accounting Professionals
  • The Career Academy is a Xero Education Partner with Xero Learn – get up to six months access to Xero included with your course
  • Get access to The Career Center – get a FREE CV Review & job tips to help you succeed

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We’ll help you find a job!

Gain the confdence to succeed with The Career Centre. Recruiters and employers get inundated with applicants for advertised positions, so we’ll help you break through and ensure your CV stands out. We will provide a detailed analysis of your CV, connect you with recruitment agencies and employers, and provide interview tips and techniques to help you gain employment.[/vc_column_text][vc_btn title=”Yes, enrol in a Diploma in Xero now” style=”custom” custom_background=”#fb791a” custom_text=”#ffffff” size=”lg” align=”center” link=”url:http%3A%2F%2Fwww.careeracademy.co.nz%2F%3Fadd-to-cart%3D1204|||”][/vc_column][/vc_row][vc_row full_width=”stretch_row” css=”.vc_custom_1608440314310{background-color: #e9f7f8 !important;}”][vc_column][vc_column_text]

Why study Xero with The Career Academy?

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The Career Academy gives you the work-ready skills you need to step into your dream career. Study in your own time, at your own pace, and fit your learning around your lifestyle. All while receiving exceptional support from our team of expert tutors. Watch this video to see out how online learning works:

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