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XERO for Small Business Owners - Full Day Course (BALLARAT) - April 12, 2019

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XERO for Small Business Owners - Full Day Course (BALLARAT) - April 12, 2019


Who should attend this course? 

This course is perfect for a small business owner who is using Xero and wants to know how to best navigate the software, in order to maximise it’s potential for your business.

Our course is a full-day, face-to-face Classroom event. It is facilitated by the Principal of Kovski Accounting, CPA Accountant and Certified Xero Advisor, Alex Kulavkovski.

We have chosen to facilitate the group sessions on a Saturday, however if this day is not suitable and/or if you would like a session tailored for your business or one-on-one session, please reach out to us directly and we can coordinate a more suitable time or package for you.

What to expect from this session?

We pride ourselves on our small group class sizes, with no more than four participants in any session! This means that you get maximum attention and focus to ask questions relevant to your situation.

We run a practical, hands on session where you will navigate using your own Xero account and complete activities as we progress through the course content. We have plenty of time built in for Q&A’s. In addition to walking away with a great foundation of knowledge relating to Xero, you’ll also be given unlimited email support for one month following your course!

Course Structure:  

Module 1: Introduction to Xero



Purchasing & Setting up Xero



Xero Dashboard



Organisation Settings



Chart of Accounts



Invoice Settings & uploading your logo



Financial Settings



Conversion Balances



Module 2: Bank Accounts



Adding Bank Accounts



Connecting Bank Feeds



Importing Bank Statements



Creating Transaction Rules



Reconciling Bank Accounts



Module 3: Sales



Creating Invoices



Creating Quotes



Repeating Invoices



Setting up Invoice Reminders



Creating Customer Statements



Module 4: Purchases



Entering Purchases



Creating Purchase Orders



Recording Payments & Creating Batch Payments



Sending Remittances



Module 5: Reporting



Identify your Management Reporting needs



Balance Sheet Report



Profit & Loss Report



Transaction Report



Payroll Report




 Not sure if this is the right course for you? Give us a call to discuss further on 03 5300 2873



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