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Xero Accounting Beginners Certificate Training Course 2 – Data Entry, Accounts Receivable/Payable

$199.00

Course Duration: 12 hours

Course Inclusions:

  • 2 x Downloadable training manual (PDF)
  • Practical step-by-step exercises
  • Unrestricted Course Access
  • 12 months course access
  • 12 months training support
  • Certificate in Xero Accounting
  • $25 pw payment plan available
  • Upfront Individually from $199 (limited time offer)
  • Future refreshers for just $49 !!!
Course Upgrade Options:
From Beginners to Advanced Xero PRO Package
Connection with Bookkeeper (Industry Connect)
Membership of Bookkeeper Talent Pool
Courses for Small Business Owners
Start a Bookkeeping Business

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Description

Xero Training in Beginners Accounts & Office Support Course

This Xero Training Course includes

Xero Training in Common Data Entry Transactions

All of the transactions and tasks which office admin and junior bookkeepers perform on a daily basis to manage the operational and financial aspects of the business. The purchases, sales, payment receipting and payments made are included but inventory management and reporting is also included for those students working in companies which not only provide services but combine them with products.

Industry Accredited by the Career Academy of National Bookkeeping

Xero Training in Accounting Structure and Bank Accounts

  • Xero Training in Setup and Configuration – Create New Accounts – Creating Your Chart of Accounts
  • Xero Training in Setup and Configuration – Create New Accounts – Add Bank Account
  • Xero Training in Setup and Configuration – Create New Accounts – Add Credit Card
  • Xero Training in Setup and Configuration – Create New Accounts – Modifying Your Chart of Accounts

Xero Training in Customers & Suppliers (CRM) – Data Entry

  • Xero Training in Data Entry – Set Up Contacts – Add New Contact
  • Xero Training in Data Entry – Set Up Contacts – Edit Existing Contact
  • Xero Training in Data Entry – Set Up Contacts – Merge Duplicate Contacts
  • Xero Training in Data Entry – Set Up Contacts – Group Contacts

The Sales Dashboard: Quotes, Invoicing & Payments (Debtors) using Xero Accounting

Accounts Receivable Xero Training Course

Accounts Receivable or AR is the function for ensuring that customers pay their invoices quickly. In larger organisations these tasks are performed by one or more people. In smaller organisations the person performing AR tasks may also perform Accounts Payable tasks.

Some customers try to stretch out the time they take to pay their bills and by doing so they effectively use their suppliers as creditors. The goal of an Accounts Receivable person is to ensure bills are paid when they are due and if they are not paid in time you need to maintain healthy and regular contact with the customer until these funds are received – that is the goal of good Credit Management.

Industry Accredited by the Career Academy for National Bookkeeping

  • Xero Training in Invoicing & Accounts Receivable – Create a Sales Invoice
  • Xero Training in Invoicing & Accounts Receivable – Navigating the Sales Dashboard
  • Xero Training in Invoicing & Accounts Receivable – Create a Draft Sales Invoice
  • Xero Training in Invoicing & Accounts Receivable – Email or Print Invoices
  • Xero Training in Invoicing & Accounts Receivable – Create a Branding Theme
  • Xero Training in Invoicing & Accounts Receivable – Create a Quote
  • Xero Training in Invoicing & Accounts Receivable – Accept and Create an Invoice for Quote
  • Xero Training in Invoicing & Accounts Receivable – Copy an Invoice
  • Xero Training in Invoicing & Accounts Receivable – Receive Customer Payment
  • Xero Training in Invoicing & Accounts Receivable – Receive Payment for Multiple Invoices
  • Xero Training in Invoicing & Accounts Receivable – Delete an Invoice
  • Xero Training in Invoicing & Accounts Receivable – Void an Invoice
  • Xero Training in Invoicing & Accounts Receivable – Void Invoice When Payment is Applied
  • Xero Training in Invoicing & Accounts Receivable – Overpayments
  • Xero Training in Invoicing & Accounts Receivable – Create and Allocate a Credit Note
  • Xero Training in Invoicing & Accounts Receivable – Statements

The Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances (Creditors) using Xero Accounting

Accounts Payable Training Course

Accounts Payable or AP is the accounts job that is focused on paying suppliers. If the business you own or work for has cash-flow problems they may try to delay payments as long as possible so that they can use their funds for other expenses of the business.

If you work for a larger organisations and this is your only accounts job description then you’ll find yourself talking to the accounts receivable person at your suppliers regularly to ensure a healthy business relationship exists while the credit management function is being managed.

Practical Exercises from the Career Academy for National Bookkeeping

  • Xero Training in Purchasing & Accounts Payable – Create a Supplier Invoice
  • Xero Training in Purchasing & Accounts Payable – Create a Supplier Payment
  • Xero Training in Purchasing & Accounts Payable – Create a Purchase Order
  • Xero Training in Purchasing & Accounts Payable – Print and Send a Purchase Order
  • Xero Training in Purchasing & Accounts Payable – Create a Bill from a Purchase Order
  • Xero Training in Purchasing & Accounts Payable – Internal Bank Transfers
  • Xero Training in Purchasing & Accounts Payable – Send a Remittance

Manage Stock Items and Inventory using Xero

  • Xero Training in Purchasing & Accounts Payable – Creating Items
  • Xero Training in Purchasing & Accounts Payable – Purchasing inventory items
  • Xero Training in Purchasing & Accounts Payable – holding stock assets

Funds Transfers and Cash Transactions Data Entry using Xero

  • Xero Training in Data Entry & Coding – Receive Money
  • Xero Training in Data Entry & Coding – Prepayments
  • Xero Training in Data Entry & Coding – Spend Money
  • Xero Training in Data Entry & Coding – Transfer Money
  • Xero Training in Data Entry & Coding – Process Contra Deal

Expense Claims using Xero

  • Xero Training in Data Entry & Coding – Add, Edit and Delete Receipts
  • Xero Training in Data Entry & Coding – Submit Claim for Approval
  • Xero Training in Data Entry & Coding – Authorise an Expense Claim
  • Xero Training in Data Entry & Coding – Pay an Expense Claim

Introduction to Financial Reporting using Xero

  • Xero Training in Monthly Reporting – Balance Sheets
  • Xero Training in Monthly Reporting – Profit and Loss Statements

Additional information

Course Information

Daily Transactions

all of the transactions and tasks which office admin and junior bookkeepers perform on a daily basis to manage the operational and financial aspects of the business in Xero. The purchases, sales, payment receipting and payments made are included but inventory management and reporting is also included for those students working in companies which not only provide services but combine them with products.

End of Month, Bank Recs and Journal Entries

A bank reconciliation is performed once all of the day-to-day transactions have been entered into your software (unless you’re doing what is called Rescue Work or Catchup Work). The purpose of this bank reconciliation is to ensure that your software data matches the information in the real world (ie. your bank account). In the Xero Bank Reconciliation and Journal Entry Training Course we profile a small business startup. The business owner lends the company money for cashflow, buys a car that needs to be depreciated, spends money on advertising and marketing to build awareness, makes some small sales and pays themselves a wage on an ad hoc basis depending on their bank balance.

These business include many trades and professional service organisations like:

Air conditioning
Plumbing
Building
Electricians
tilers
painters
audio visual
security and monitoring, and more

Accounts Jobs

Data Entry & Junior Accounting Jobs
Office Support & Office Administration Jobs
Receptionist, Secretarial, PA & Executive Assistant Jobs
Accounts Receivable / Accounts Payable Officer Jobs
Customer Service and Client Accounts Support
Office & Business Support & Administration Jobs
Independent Contract Bookkeeper