Xero - Contacts & Items (Foundations) - 5 May 2026

Xero - Contacts & Items (Foundations) - 5 May 2026

Objective: 

Set up clean master data to enable accurate and efficient processing.

Key Topics:

• Contacts overview (customers vs suppliers)
• Creating and managing contacts
• Contact groups and smart organisation
• Setting default settings (sales, purchases, payment terms)
• Items vs services (when to use each)
• Creating inventory and non-inventory items
• Linking items to accounts (revenue, COGS, inventory)
• Pricing, cost tracking, and consistency

Prerequisite: You will need to have access to a Xero demo account for this training.If you have a Xero account, you also have a demo account.If you don't have a Xero account, you can sign up for a 30-day free trial, this will need to be done prior to class starting.

IMPORTANT:

Duration - 1.5 hours
Location: Online (you will be sent a Zoom link)
Please ensure you are at least 5 mins early; class starts at 6.30pm