21 October 2025

Xero Masterclass Foundations Course

The Xero Masterclass series designed to help you boost your business. This three-step course has been designed by Chartered Accountants with years of Xero experience to provide you with the accounting and technical knowledge needed to gain visibility and efficiencies around your business for quality decision making.

Each class grows and develops your understanding of the accounting system and the positive benefits to your workplace. You will be equipped with the skillset to speed up daily processes, differentiate your business and generate customised reporting to suit your specific needs.

  • Save hours in accounts payable (creditors) processes by automating the input of information and using the batch payments feature.
  • Being able to use and understand the budget manager with customised reporting to enable quick management reports each month.
  • Building your own fully customisable and powerful reports with the new blank reporting template.

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Today, we undertook the first of the series: Foundations – Understanding The Key Functionalities. This session helped us understand and take advantage of Xero’s basic features including:

  • Introduction to Xero
  • Chart of Accounts
  • Bank Reconciliation
  • Quotes and Invoices
  • Purchase Orders and Bills
  • Finding Account Transactions
  • GST Returns in Xero
  • Tracking.

 

Keep a look out for our next workshop – Xero Masterclass Intermediate course.

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