Beginner sessions: what they cover
Our sessions for people new to Xero or who want to understand core features
Beginner sessions are designed for clients who are new to Xero or who want a structured introduction to the core features they will use every week.
Topics covered
Beginner Session 1: Getting started in Xero
- Navigating the dashboard and main menus
- Setting up your organisation’s details and financial settings
- Understanding the chart of accounts (what account codes are and why coding matters)
- Connecting your bank feed
- Photographing and submitting receipts in the Xero app
Beginner Session 2: Day-to-day bookkeeping
- Raising, sending, and approving sales invoices
- Setting invoice branding and payment terms
- Recording customer payments
- Entering supplier bills and scheduling payments
- Submitting expense claims
Beginner Session 3: Reconciling and staying on top of things
- Basic bank reconciliation (matching transactions and the green "OK" tick)
- Creating bank rules to speed up reconciliation
- Handling transactions that don't match
- Finding and reading your key reports (Profit and Loss, Balance Sheet, aged receivables and payables)
- Good monthly habits to keep your data clean and your health score high
You should attend if:
- You have just started using Xero and have not used accounting software before
- You have used other software but are new to Xero's specific workflow
- You want a refresher on the core daily Xero tasks
💡 Good to know: You can attend the beginner session as many times as you like. There is no limit on how often any training session can be attended.
Not found what you're looking for?
Please get in touch and we'll be happy to help:
Email: You can submit a request using our contact form
Phone: 020 3897 2233
Live Chat: Select the live chat icon on the bottom right