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Advanced Certificate in Xero

Detailed Course Curriculum
The Getting Started with Xero Online module is an important introduction to the world of Xero accounting software. The module covers the basics of Xero, including its features and how to navigate the software. It is essential for students to understand these basics before they can start to use Xero to manage their business finances. The module also introduces students to Xero add-ons and integrations, which can enhance the functionality of Xero and make it even more useful. Additionally, the module explains what is required to use Xero, including hardware and software requirements. Finally, learners are introduced to the security feature of two-step authentication, which is important for protecting sensitive financial information.
This module teaches learners how to manage their organization’s bank accounts and transactions effectively using Xero. The module provides an overview of bank reconciliation in Xero and how it can help maintain accurate financial records. It covers how to import bank statements, match transactions, and handle discrepancies. Furthermore, the module explains how to prepare and submit Business and Instalment Activity Statements in Xero, including understanding different statement types, generating reports, reviewing and editing information, and publishing statements to the ATO. By the end of this module, students will have gained valuable knowledge and skills to manage their organization’s financial records and compliance obligations using Xero.
This module is designed to help students understand how to manage their organization’s cash flow by effectively managing aged receivables and payables using Xero. The module covers the entire credit sales process, from creating invoices and issuing credit notes to managing outstanding balances, generating aged receivable reports, and reconciling payments. It also covers the credit purchase process, including creating purchase orders, receiving bills, making payments, and generating aged payable reports. Additionally, students will be taught how to manage bad debts, set up payment and invoice terms, and improve cash flow through efficient management of accounts receivable and payable.
The Fixed Assets module in Xero teaches students how to manage fixed assets using the online accounting software. The module covers a variety of topics, such as how to set up fixed assets and register them in Xero. It also covers the process of editing and disposing of fixed assets, as well as how to generate reports on fixed assets. Additionally, students will be shown how to calculate depreciation for fixed assets using Xero and how to roll back depreciation on registered assets if necessary. By the end of this module, students will have a solid understanding of how to use Xero to manage their organization’s fixed assets effectively and efficiently.
Creating and managing budgets is an essential aspect of managing a business. The Creating Budgets with Xero module provides students with an in-depth understanding of how to use Xero to create budgets, analyze actual performance against budgeted expectations, and make informed business decisions. The module begins by covering the basics of budgeting and explaining the importance of having a budget. Students will then be introduced to the steps involved in creating a budget in Xero, including selecting a budget type, setting up the budget, and assigning accounts to the budget. The module also covers how to import and export budget data, as well as how to use budget comparison reports to analyze budget variance. By the end of the module, students should be able to confidently create budgets in Xero, track actual performance against budgeted expectations, and adjust their budget as needed to achieve their business goals.
Tracking categories in Xero are a powerful tool for businesses to gain insight into their financial performance. By using tracking categories, businesses can categorize transactions based on specific criteria, allowing for detailed analysis and reporting. This module will teach students how to set up and use tracking categories in Xero, including creating and editing categories, assigning categories to transactions, and running reports that analyze business performance using tracking categories. Students will also explore the different types of tracking categories available in Xero, including options for customer and supplier tracking, as well as options for creating custom tracking categories.
This module aims to give students an understanding of the different financial reports generated by Xero and how to analyze financial data to make informed decisions. This module covers a range of financial reports including the Profit and Loss report, the Balance Sheet, and the Statement of Cash Flows, and how to read and interpret these reports. The module also introduces students to basic financial ratios such as liquidity ratios, profitability ratios, and efficiency ratios and how these ratios can be used to evaluate a company’s financial performance. Additionally, students will be introduced to Xero Business Performance Reports, which provide a detailed overview of a company’s financial health and can be used to make informed decisions about the company’s future. By the end of this module, students should have a good understanding of how to generate financial reports in Xero, how to analyze financial data to make informed decisions, and how to use financial ratios to evaluate a company’s financial performance.
In the Customizing Templates module in Xero, students will be taught how to customize and create templates for various business documents, including invoices, credit notes, quotes, and purchase orders. Customizing templates is an essential aspect of branding and personalizing business documents to suit the business’s needs and make them stand out to clients. The module covers the process of creating a custom DOCX template using Microsoft Word, using template fields to insert placeholders for dynamic content, such as customer names and addresses, and how to apply a branding theme to the template to reflect the company’s branding. By the end of the module, students should be able to create customized templates for various business documents and enhance their brand image.
The Making the Most of Xero module is designed to teach users advanced features and tips to optimize their experience using Xero. The module covers various topics such as billable expenses, chart of accounts, importing and exporting data, Xero apps, tips and tricks, multiple views, Xero’s inbuilt calculator, and date entry shortcuts. By the end of the module, students should have a better understanding of how to make the most out of Xero and improve their workflow.

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Meet Your Expert Xero Tutors

Your tutors will be here to help whenever you get stuck and need some help

Ronnie L.

Ronnie is an experienced and knowledgeable tutor specializing in Business courses. With a degree in accounting from De La Salle University, Ronnie brings practical examples and real-world insights to his teaching. Currently pursuing an MBA at the University of Queensland, he remains committed to continuous learning and staying up-to-date with the latest industry trends. Ronnie's exceptional communication skills and emphasis on practical application empower students to grasp complex business concepts and apply them in real-world scenarios.

Michael N.

Michael is an accounting student at the University of South Australia, who knows his numbers inside out. When he's not hitting the books, he's putting his skills to work as a part-time accounting and bookkeeping tutor at the Online Business Academy, helping aspiring professionals level up. During his downtime, you'll find Michael diving into the world of gaming, where he unleashes his competitive spirit. Michael also enjoys bouldering in his spare time.

Imogen H.

Imogen is a former Payroll Specialist with three years of experience, specializing in Xero and QuickBooks. With a deep understanding of payroll processes, regulations, and industry best practices, Imogen is dedicated to sharing her expertise as a payroll tutor. Her extensive knowledge of Xero and QuickBooks allows her to provide comprehensive training and support to students, equipping them with the skills needed to effectively manage payroll using these popular accounting software platforms.

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Not sure if this is the right course for you?

This course comes with a 10-day money-back guarantee. This means you can cancel at any time within the 10 days and get a full-refund, no questions asked.

Frequently Asked Questions

The Advanced Certificate in Xero course is a comprehensive training program that provides participants with a thorough understanding of Xero, a cloud-based accounting software. It covers various aspects of using Xero for bookkeeping, invoicing, bank reconciliations, financial reporting, and more.

Our Advanced Certificate in Xero course does not have any prerequisites however, a basic understanding of Xero and  accounting principles would be beneficial.

This course takes approximately 10 hours, and you’ll have lifetime access to this course. Study in your own time, at your own pace. Most of The Online Business Academy courses are designed so that you do one module a week. But if life gets busy you can take longer and even apply for a course extension if you need more time.

The Advanced Certificate in Xero course covers the advanced features of Xero. Download an info pack at the start of this page to see exactly what you will be learning.

Yes, upon successful completion of the Advanced Certificate in Xero course, you will receive a certificate of completion. This certificate can serve as evidence of your proficiency in using Xero to future employers.

The Advanced Certificate in Xero is an industry-recognized certificate. Xero is a widely used accounting software, and completing this course can enhance your employability and demonstrate your skills to potential employers.

Absolutely! The Certificate in Xero course is designed to equip you with practical skills that can be applied in real-world accounting and bookkeeping scenarios. The knowledge gained from the course can enhance your ability to efficiently manage financial tasks using Xero and can be valuable for small businesses, accounting firms, or individual bookkeeping endeavors.
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