XERO101

Xero Essentials
19th February 2025
1pm - 4.30pm AEDT

Unlock the full potential of Xero for all your financial management needs.
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Course Contents

Course Overview

Whether you're an experienced accountant/bookkeeper who's been using Xero regularly and looking for a refresher, or you're just getting started with this powerful accounting tool, our Xero Essentials webinar will help you discover the key built-in features and add-ons to enable you to master Xero and conquer your finances.

Xero is a powerful cloud-based accounting software trusted by millions of businesses worldwide. Whether you're looking to streamline your finances or aiming to master the art of Xero, this session is tailored to meet your needs.

Our seasoned Xero expert will guide you through each topic, ensuring you leave the session with practical knowledge and confidence using Xero for your day-to-day financial operations.

  • Purchases
    • Creating a new bill
    • Attaching files to bills
    • Edit/Copy/Void bills
    • Searching bills
    • Creating repeating bills
    • Creating purchase orders
    • Creating batch payments
  • Xero Basics
    • Set-up users, understand roles
    • Xero dashboard
    • Xero menus
    • Xero support
  • Chart of Accounts
    • Understand Chart of Accounts
    • Understand GST codes
    • Add, edit and delete accounts
    • Exporting and importing
  • Basic Accounts
    • Add bank accounts
    • Set up credit card fees
    • Add Paypal
    • Set up Paypal feeds
    • Manually import bank statements
    • Create transactions
    • Matching 
    • Part payments
    • Minor adjustments
    • Overpayments and pre-payments
    • Transfer between bank accounts
    • Auto fill
    • Bank rules
    • Searching transactions
    • Bank reconciliation
    • Reconciliation report
  • Invoicing
    • Understand invoice settings
    • Upload custom logo and branding
    • Create an invoice
    • Sending receipts
    • Searching invoices
    • Batch deposits
    • Statements
    • Creating quotes
    • Invoicing from quotes
  • Reports
    • Understand reports
    • Publishing reports
    • Exporting reports
    • Understand Activity Statements
facilitated by

Nikoletta Neal

Nikoletta is a certified Xero Advisor and has worked as a Xero trainer at The Bookkeeping and Training Group in Sydney, before she established NN Accountability Bookkeeping and Training Group on the Gold Coast.

Nikoletta holds both a Bachelor of Economics and a Masters in Professional Accounting. In 2014 she became a registered Tax Agent and refocused NN Accountability to become a true-blue Xero business, exclusively working with Xero.

She has always believed that online cloud platforms are the future and desktop software is the past. She provides Xero training, integrations, setup/conversion, and ongoing support to businesses with all and any Xero issues. Nikoletta is passionate about Xero, and her mission is to educate business owners to use Xero in the most efficient way.

Frequently asked questions

What is the cancellation/rescheduling policy? 

Notice of cancellation where at least 14 days remain in advance of the seminar date, will be refunded in full. Notice of cancellation less than 14 days from the seminar date will not be refunded. In the event of a "no show", 1 substitute seminar is permitted for the next available seminar. A $50 change fee will apply to any additional changes.

Payment will still be required for registered delegates who fail to attend the seminar without cancellation within the 14 day time frame.

If the seminar does not have enough participants to adequately facilitate, Dimarcorp Academy at its discretion, may cancel the seminar; refund all fees paid to participants or transfer participants to the next session (if participant/s consent to the transfer).

I want to attend but I can no longer make this date?

Please contact us on 1300 85 00 77 or at academy@dimarcorp.com.au and we will be able to assist you. If there is another date available you will be able to transfer at no extra cost. Additional transfers incur a $50 admin fee. If there are no further dates scheduled, you can elect to attend a different course. 

Do I need to bring anything?

We have got you covered! All the necessary paperwork for your course, including a comprehensive workbook and supplementary handouts, will be provided by us. To ensure a smooth experience, make sure to arrange the technical aspects required if you are joining one of our webinars. Additionally, having a pen handy will be beneficial for any notes you may want to jot down during the session.

How do you provide your training courses?

Our training courses are facilitated both online via webinar, pre-recorded or via in-person at a venue or we can also arrange for inhouse training at your organisation.

Can you provide training on site at my place of work?

We LOVE travelling to organisations and delivering training face to face for them. If you have a group of 10 or more people and would like us to come to you for an Inhouse session please get in touch on 1300 85 00 77 or email us academy@dimarcorp.com.au

Can an Inhouse session be customised to my needs?

We would be delighted to offer the flexibility to customise any of our training courses to fit your organisation's needs. Prior to the session, we will engage in discussions to understand your focus areas, address any specific challenges and align the training with your company's Mission, Vision and Values. For more information or to discuss this further please email academy@dimarcorp.com.au or call us on 1300 85 00 77.