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Detailed Course Curriculum

Diploma in Microsoft Excel and Xero

The Diploma in Excel combines the following three Certifications:

CITN2002 - Certificate in Microsoft Excel

CITN2003 - Intermediate Certificate in Excel

CITN2004 - Advanced Certificate in Excel


Refer below for a detailed outline of each component:


CITN2002 - Certificate in Microsoft Excel

CITG140 - Introducing Excel

This course will provide an introduction to the key features of Excel, including but not limited to Excel screen components, how to start Excel and the basic layout of worksheets.


CITG141 - Entering Data

This course will provide an introduction to entering data effectively into a worksheet. It will include but not be limited to the fundamentals of data entry, how to enter and remove data from a worksheet, how to adjust a worksheet to accommodate data, and quick data entry techniques.


CITG142 - File Operations

This course will provide an introduction to the file operations necessary for saving and accessing Excel files, including but not limited to how to save a workbook, how to open and close an existing workbook and how to move between open workbooks.


CITG143 - Performing Calculations

This course will provide an introduction to the fundamentals of creating calculations in Excel, including but not limited to understanding how to write formulas and use the built-in Excel functions, and the way Excel performs calculations (BEDMAS).


CITG144 - Modifying the Worksheet

This course will provide an introduction to modifying the layout of a worksheet and how to copy data. It will include but not be limited to how to move and copy data in a worksheet and between worksheets and workbooks, how to make modifications to data, and how to create formulas with absolute cell references.


CITG145 – Formatting

This course will provide an introduction to formatting commands necessary for effective presentation, including but not limited to setting the number format for cells and how to change the appearance of data using formatting options.


CITG146 – Printing

This course will provide an overview of print settings, including but not limited to how to preview a worksheet before printing to ensure the layout is correct and how to print all or part of a workbook or worksheet.


CITG147 - Sorting and Filtering

This course will provide an overview of the Sort and Filter features of Excel and their powerful ability to help manipulate lists of data and keep track of information in an orderly fashion. It will include but not be limited to how to sort a table of data, how to filter a table of data and how to work with filtered data.


CITG149 - Certificate in Microsoft Excel Assessment

Complete a practical case study based assessment using Excel.


CITN2003 - Intermediate Certificate in Excel

CITG148 - Working with Large Tables of Data

This course will provide an introduction to the Data Sort, Filter and Subtotal features of Excel, powerful tools that enable the user to manipulate lists of data and keep track of information in an orderly fashion. It will include but not be limited to how to prepare, sort and subtotal data, how to filter data and how to trouble-shoot common Sort and Filter issues.


CITG150 - When Formulas Don't Calculate as Expected

This course will provide an introduction to dealing with calculations that produce unexpected results. It will include but not be limited to how to check the formula is calculating as it should, how to confidently copy cell content as well as understanding how Excel treats cell references, and how to create a formula using absolute and relative cell addressing.


CITG151 - Using Multiple Worksheets

This course will provide an introduction to using multiple worksheets in Excel, including but not limited to how to quickly update and cross-reference between multiple worksheets in an open workbook, how to copy and move data between worksheets and how to apply formats and commands to multiple sheets.


CITG152 - Time Saving Functions

This course will provide an overview of some of the most popular functions used within Excel to build time-saving calculations. It will include but not be limited to the different types of functions, how to insert a function, popular maths functions and logical functions, and date and time functions.


CITG153 - Conditional Formatting

This course will provide an introduction to advanced formatting techniques, including but not limited to the application of conditional formatting to cells in a worksheet, how to manage rules and how to delete rules.


CITG154 - Introduction to Recording Macros

This course will provide an introduction to Macros which are excellent for reducing repetitive tasks and speeding up productivity. It will include but not be limited to recording and storing macros in current workbooks, how to record and store a macro in your personal macro workbook, assigning macros to buttons or the Quick Access toolbar, and removing macros from a file.


CITG155 – Protecting

This course will provide an introduction to protecting data in Excel, including but not limited to how to protect your data within a worksheet, how to protect your workbook from being changed, password protection for files and removing protection from files.


CITG156 - Microsoft 365 Functions

This course will provide an overview of some of the key features of Microsoft 365, using Excel. It will include but not be limited to the IFS function, the FILTER function arguments, the SORT and SORTBY functions and how to fix SPILL and CALC errors.


CITG157 - Intermediate Certificate in Excel Assessment

Complete a practical case study based assessment using Excel.


CITN2004 - Advanced Certificate in Excel

CITG158 - Importing and Saving Plain Text Files

This course will provide an introduction to the basics of the different files used within excel including but not limited to text files, csv files, and how to save, import and export data.


CITG159 - Lookup and Cross-Reference

This course will provide an introduction to how to use the various Lookup functions to cross-reference data within Excel, including but not limited to vertical lookups, horizontal lookups, the MATCH and INDEX features and the VLOOKUP, HLOOKUP and XLOOKUP functions.


CITG160 - Preparing Data for Reporting

This course will provide an introduction to a range of tasks that allow you to prepare data within Excel for reporting purposes. It will include but not be limited to Conditional Formatting, Rules, how to convert cell formats, how to remove duplicates, how to insert leading zeros and how to replace a formula with its result.


CITG161 - Using Tables

This course will provide an introduction to using tables in Excel, including but not limited to the use of Freeze panes, Table Filtering and Slicers, how to create a calculated column and how to analyse data using a Total Row.


CITG162 - Pivot Tables

This course will provide an overview of Pivot Tables, including but not limited to how to create them, how to manage the data in the table, how to display percentages, how to group data and add formulas and how to refresh the data.


CITG163 - Pivot Charts

This course will provide an overview of Pivot Charts, including but not limited to how to create them, how to change the design and layout, how to add and hide elements and how to create combined charts.


CITG164 - Advanced Certificate in Excel Assessment

Complete a practical case study based assessment using Excel.


The Diploma of Xero combines the following four Certifications:


• ABKN3022 – Certificate in Xero

• ABKN1016 – Certificate in Xero Payroll

• ABKN3015 – Advanced Certificate in Xero

• ABNK0001 – Official Xero Advisor Certification


Refer below for a detailed outline of each component:


ABKN3022 Certificate in Xero


ABKN219 Introduction to Xero Online

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.


ABKN130 Xero Chart of Accounts

This course will provide an introduction to the Chart of Accounts in Xero and will include but not be limited to the process of accessing the Chart of Accounts, adding new accounts, account classifications and their code ranges, as well as the process that the Xero program applies for tax settings.


ABKN136 Managing Contacts with Xero

This course will provide an introduction to managing contacts in Xero, and will include but not be limited to the process for creating new customers, suppliers and employees in Xero, how to import and export contacts, as well as the process for archiving contacts.


ABKN198 Xero Sales, Invoices, Quotes & Inventory

This course will take a look at Xero invoicing, sales, quotes and inventory, including but not limited to the different invoice types available in Xero, customer statements, inventory, and how to create invoices, repeating invoices, quotes and credit notes.


ABKN220 Xero Purchases & Bills

This course will provide an introduction to working with purchases and bills in Xero, including but not limited to the process for managing bills, repeating bills and credit notes in Xero, how to perform batch payments and send remittance advice.


ABKN174 Reconciliation and Managing Accounts in Xero

This course will take a look at bank reconciliation in Xero, and will include but not be limited to the process of bank feeds in Xero, how overpayments and prepayments work, and the various bank reconciliation options.


ABKN194 Introduction to Xero Reporting

This course will provide an introduction to the Xero Report Centre, and will look at how to generate and view interactive reports in Xero, how to customise, publish and export reports, and the process of creating GST reports and filing a GST return.


ABKN210 Introduction to Xero Add-ons

This course will provide an introduction to Xero's add-ons and apps, and will include but not be limited to an overview of four Xero add-ons built and owned by Xero and a look at the Xero App Marketplace.


ABKN292 Certificate in Xero Assessment

Complete a practical case study based assessment using Xero.



ABKN3016 Certificate in Xero Payroll


ABKN219 Introduction to Xero Online

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.


ABKN200 Setting up Xero Payroll

This course will provide an introduction to setting up the Xero Payroll module, and will include but not be limited to how to assign users with payroll administration access, how to create pay calendars, and how to create holiday groups.


ABKN182 Managing Payroll Items with Xero

This course will provide a close look at payroll items in Xero, including but not limited to pay item categories, earnings rates, deductions and reimbursement pay items as well as leave items.


ABKN107 New Employees & Leave Requests with Xero

This course will take a look at new employees and leave requests in Xero, and will include but not be limited to setting up employees, entering opening balances, and assigning leave.


ABKN179 Pay Templates in Xero

This course will provide an introduction to pay templates in Xero, and will include but not be limited to how to produce new pay templates, how to apply changes to pay templates and how to apply changes to employee earnings.


ABKN178 Pay Runs in Xero

This course will take a close look at creating and posting pay runs in Xero, and will include but not be limited to processing pay runs, creating unscheduled pay runs, reverting posted pay runs and modifying draft payslips.


ABKN183 Payslips & Payroll Reporting with Xero

This course will provide an overview of payslips and payroll reporting in Xero, and will include but not be limited to accessing historical payslips for employees and how to locate and produce payroll reports.


ABKN145 Filing Obligations Using Xero

This course will provide an introduction to filing obligations in Xero, and will include but not be limited to how to produce payroll reports, how to recognise the filing obligations for your business needs, as well as how to electronically file the IR345 and IR348 with IRD.


ABKN294 Certificate in Xero Payroll Assessment

Complete a practical case study based assessment using Xero.



ABKN3015 Advanced Certificate in Xero


ABKN219 Introduction to Xero Online

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.


ABKN212 Aged Receivables & Payables in Xero

This course will provide an in-depth overview of aged receivables and payables, a fundamental area for business owners and accounting staff. This includes but is not limited to the aged receivables and payables process and reports, as well as the cash conversion cycle and ratio reports.


ABKN199 Managing Fixed Assets with Xero

This course will provide an overview of fixed assets in Xero, including but not limited to the process for setting up fixed assets, how to view the fixed asset register and disposal schedule, depreciation options and processes, and the fixed asset reconciliation report.


ABKN206 Budgeting with Xero

This course will look at how to access the budgeting module in Xero and will include information on the purpose of creating and working to a budget, how to create an overall budget in Xero, and instructions on how to import or export budgets and generate budget reports.


ABKG207 Tracking Categories in Xero

This course will provide guidance on how to set up tracking categories to monitor and analyse different areas of a business, and will include but is not limited to the process for creating tracking categories in Xero, the tracking of budgets and payroll expenses, and how to produce reports with tracking categories.


ABKN208 Report Preparation and Analysis in Xero

This course will provide an in-depth look at the reporting options in Xero, including but not limited to an overview of the wide range of reports that can be generated in Xero, GST Return and Reconciliation, and a look at ratio analysis and ratio categories.


ABKN139 Customising Templates in Xero

This course will provide a close look at the useful tool of creating fully customised templates in Xero, and will include but not be limited to the process of creating and assigning branded themes to invoices, purchase orders and credit notes, making a custom branded theme the new default theme, as well as the process of modifying or deleting existing templates.


ABKN209 Introduction to Projects and Expenses

This course will provide an introduction to the many features and tools of Xero Projects and Xero Expenses, both Xero products offered as optional integrations to add to a Xero subscription. It will include but not be limited to information on how to add tasks, project quotes and staff cost rates in Xero Projects, as well as how to create, approve, decline and analyse expenses and mileage claims in Xero Expenses.


ABKN293 Advanced Certificate in Xero Assessment

Complete a practical case study based assessment using Xero.



ABNK0001 Official Xero Advisor Certification


Receive access to Xero’s official advisor certification. This contains assessment questions to test your knowledge and understanding of Xero, based on what you have learned in the Certificate in Xero, Certificate in Xero Payroll and Advanced Certificate in Xero. This certification is issued by Xero and is a frequent request of employers.