ABKA692 Certificate in Xero Assessment v9 2026 | The Career Academy NZ

Certificate in Xero Assessment

Congratulations on working through all the course material within the Certificate in Xero! In this assessment, you are required to complete certain tasks for Stormer Bikes.

Instructions

To complete this assessment, you are required to record bills and sales, reconcile the bank account, and generate reports.

You will be asked to export certain invoices and reports to PDF, and it is crucial that you save these files on your computer because you will be required to upload the files for grading. This assessment is based on a fictional company, Stormer Bikes, and you will find information relating to this company below.

Background:

Chris Douglas from Stormer Bikes has asked you to help him get his accounts up to date. Stormer Bikes is a business that is focused on selling and repairing bikes in your local area. Chris is great with bikes, but he struggles to keep his accounts up to date. His monthly account preparation to date has involved gathering statements, invoices, and bills, but he hasn't entered anything into Xero since the end of last month.

Chris heard you are pretty good with Xero, and he has asked you to process the data from last month and tidy up the Xero file if needed. He has just dropped off an envelope filled with invoices, bills, and statements for Stormer Bikes and wants you to complete the work asap.

Required:

In the following pages, there are a range of transactions and processes that you need to complete within the headings listed below. Work through the requirements in the order that they are presented. 

The headings containing tasks you need to complete are:

1.Reset the Demo Company and Change the Company Name
2.Import Inventory File
3.Purchases. 
4.Sales. 
5.Bank Reconciliation.
6.Reporting.
7.Complete your assessment 

1. Reset the Demo Company and Change the Company Name 

Task One:

Reset Demo Company You are required to complete the following assessment in the Xero Demo Company. To access the Demo Company, please log in to Xero > Go to My Xero >Click on "Try the Demo Company" at the bottom of the screen. 

Remember:

The Demo Company contains its own data, and it is reset every 28 days. Make sure you complete the assessment requirements before the Demo resets in 28 days. 

Task Two:

Change Company Name Since Chris isn't that great with accounting it is a good idea to ensure the Xero file is set up correctly before getting started. 

• Click on the Company Menu at the top left and then go to Settings > Organisation details 
• Change the Display name and Legal/Trading name to Stormer Bikes 
• Fill in the industry as Retail Bike Shop. 

Ensure the following contact details are entered: 

• Business Structure: Company 
• Mailing Address: 23 Main Street, Marineville NSW 2000 
• Physical Address: Same as mailing address 
• Website: www.stormerbikes.com