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Managing your Xero subscription, billing, user profiles and organisations 

Preparing & filing tax returns, tax reports, managing tax in Practice Manager, Xero Tax, Workpapers 

Support, security, privacy, system requirements, demo organisations, shortcuts, Xero product updates 

Generating standard and custom reports, tracking financial basics for an organisation, dashboards 

Reconciling transactions and payments between Xero and your bank account, cash coding, bank rules 

Invoicing and quoting for work, customizing invoices, managing payments, reporting on sales 

Creating and managing bills, purchase orders, expense claims, managing your payments, purchase reports 

Managing projects with Xero Projects or Practice Manager, project invoicing, project reporting 

Setting up Xero HQ and Practice Manager, managing staff, Xero certification 

Setting up inventory, updating and converting inventory items, inventory reports 

Budgets, journals, chart of accounts, recoding, conversion balances, assurance dashboard, multi-currency 

Managing contacts, clients and communication in Xero, Practice Manager and Xero HQ 

Managing roles and permissions for users in your Xero organisation 

Converting to Xero from another product, importing or exporting from Xero or Practice Manager, files 

Connected apps and payment services for Xero, Practice Manager and Xero HQ 

Setting up and managing fixed assets, tax depreciation and pooling, fixed asset reports