This course is aimed at business owners that want to improve their skills in Xero accounting software. We have restricted this module to key topics to get you up and running as quickly as possible. 

Please note this is not a Xero qualification or certification. Think of it rather as a friend explaining something in a quick manner.

Ready to get started?

We have spent time thinking about the key questions clients ask us about using Xero and developed this course specifically to help them in these areas.

We have also included useful downloads and screenshots to maximise the nature and sources of information.

Learn how to:

  • How to invite someone to your Xero company
  • How to update your customer invoice settings
  • How to change your email template

Why Use Xero Accounting Software?

Xero automates tasks that used to take up a lot of time. From reconciling bank transactions to sending invoice reminders, it works for you.

Data is protected and stored in one place so it’s easy to see how business is tracking with analytics and collaborate with your accountant.

Keep your financials up to date. Categorise and reconcile bank account transactions each day using suggested matches.

Data is protected and stored in one place so it’s easy to see how business is tracking with analytics and collaborate with your accountant.

Accept payments online and get paid up to twice as fast by connecting to Stripe, GoCardless and others.

Quote and invoice for jobs, track time and costs, and monitor project profitability and expenses using Xero.

Course Outline

  1. Organisation Settings
  2. How to Invite Users to your Xero
  3. Invoice Settings
  4. Edit Email Template for Invoices
  5. Add New Contact - Customer or Supplier
  6. Creating and Sending Quotes and Invoices
  7. Invoice Reminders to Customers
  8. Customer credit notes
  9. Creating a Bill
  10. Creating a Bill from an Email
  11. Advanced Settings
  12. Bank Feeds
  13. Bank Imports
  14. Processing and Reconciling Bank Transactions
  15. Bank Cash Coding
  16. Bank Rules
  17. Reporting - Receivables and Payables
  18. Reporting - Profit & Loss
  19. Finding and Correcting Transactions

"Xero has been a bit of a revelation. We may have occasionally sworn at it, but at every step, you have been able to help us better understand it and how it can help our business. Now it feels like an indispensable tool. We have just completed our year end followed immediately by renewing our regulatory requirements. The latter has required a lot of input from you and frankly we’re not sure how we would have managed were it not for you and the reports we can generate from Xero!"

Amanda Galashan

"I attended an online Xero Accounting Basics training course with Irelene from Anlo Financial Solutions. The informative training session offered everything I needed, including notes and tips, for me to get started quickly and with ease in Xero Cloud Accounting. I highly recommend it!"

Rosa Furioni

Who We Are

Anlo is run by Annja Louca in Scotland and Esmeralda Doman in South Africa. We are a chartered accountancy registered with SAICA and the ICAEW in the UK, and with IRBA in South Africa.

We believe that accountants should not be there simply to audit and sign off year end reports, they should be part of your business life, helping you understand your finances, offering advice, making life easier when it’s difficult and encouraging your business to ever greater success.

This aim reflects the values that underpin and drive our business; respect, a focus on growth and a nurturing, ethical and responsible mindset in all we do.

As part of this Anlo have incorporated coaching into their work, and both Annja and Esi are now qualified coaches, holding the Advanced Certificate in Coaching Practice. They are well placed to help you understand what you want from your business and how to focus on getting it. Not only is coaching something that can help our clients, but we have found that the techniques we learned in pursuit of certification have directly helped us with our own business.

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