Description
Getting Started using Xero Online Accounting
Service Based Business
Introduction to Bookkeeping Basics Training Course
- Bookkeeping Basics – Introduction
- Bookkeeping Basics – Charts of Accounts
- Bookkeeping Basics – Tax Codes
- Bookkeeping Basics – Cash Vs. Accrual Accounting Methods
- Bookkeeping Basics – Debits-Credits-Income-Expenses
- Bookkeeping Basics – Intro to Credit Control
Xero Software Setup and Preference Settings
- Xero Setup Course 511101 – Free Software Trial
- Xero Setup Course 511102 – Organisational Details
- Xero Setup Course 511103 – Financial Settings
- Xero Setup Course 511104 – Simpler BAS
- Xero Setup Course 511105 – Invite Users
- Xero Setup Course 511106 – Confirm your Chart of Accounts
- Xero Setup Course 511107 – Set your Conversion Date and Enter Account Balances
- Xero Setup Course 511108 – Invoice Settings
- Xero Setup Course 511109 – Email Settings
- Xero Setup Course 511110 – Dashboard – Watchlist
- Xero Setup Course 511111 – Add New Contact
Xero Setup Training: Manage Bank, Cards and PayPal Accounts
- Xero Setup 511201 – Add Bank Account (1;38 min) Xero Setup 511202 – Add Credit Card (1:32 min) Xero Setup 511203 – Add PayPal Account (1:28 min) Xero Setup 511204 – Manage Bank Accounts on Dashboard (1:15 min)
Xero Daily Transactions & Credit Management Training Course
Using Xero to manage your suppliers and customers
- Using Xero as a CRM 5120201 : – Add New Contact
- Using Xero as a CRM 5120202 : – Edit Existing Contact
- Using Xero as a CRM 5120203 : – Merge Duplicate Contacts
- Using Xero as a CRM 5120204 : – Group Contacts
Using Xero for Quoting & Invoicing
- Using Xero to Quote and Invoice 5120301 : – Create Sales Invoice
- Using Xero to Quote and Invoice 5120302 : – Navigating Sales Dashboard
- Using Xero to Quote and Invoice 5120303 : – Create Draft Sales Invoice
- Using Xero to Quote and Invoice 5120304 : – Email and Print Invoices
- Using Xero to Quote and Invoice 5120305 : – Create Branding Theme
- Using Xero to Quote and Invoice 5120306 : – Create a Quote
- Using Xero to Quote and Invoice 5120307 : – Accept and Create Invoice for Quote
- Using Xero to Quote and Invoice 5120308 : – Copy an Invoice
Xero Training on Debtors and Payments
- Xero for Account and Credit Management 5120309 : – Receive Customer Payment
- Xero for Account and Credit Management 5120310 : – Receive Customer Payment for Multiple Invoices
- Xero for Account and Credit Management 5120311 : – Delete an Invoice
- Xero for Account and Credit Management 5120312 : – Void an Invoice
- Xero for Account and Credit Management 5120313 : – Void Invoice when payment is applied
- Xero for Account and Credit Management 5120314 : – Over-payment
- Xero for Account and Credit Management 5120315 : – Create and Allocate Credit Note
- Xero for Account and Credit Management 5120316 : – Statements
Xero Purchase Dashboard, Suppliers and Creditors
- 5120401 : – Create Supplier Invoice
- 5120402 : – Enter Supplier Payment
- 5120403 : – Create Purchase Order
- 5120404 : – Print and Send Purchase Order
- 5120405 : – Create a Bill from a Purchase Order
- 5120406 : – Send a Remittance
Using Xero for Expenses, Cash Transactions & Misc
- 5120501 : – Receive Money
- 5120502 : – Prepayments
- 5120503 : – Spend Money
- 5120504 : – Transfer Money
- 5120505 : – Process Contra Deal
- 5120506 : – Add, Edit and Delete Receipts
- 5120507 : – Submit Claim for Approval
- 5120508 : – Authorise an Expense Claim
- 5120509 : – Pay an Expense Claim
Introduction to Business Performance Reports for Assets, Liabilities, Income & Expenses
- 5120601 : – Financial Reports
- 5120602 : – Balance Sheet
- 5120603 : – Profit and Loss
Xero Training Courses – Level 2
Products, Services & Implementation Business
In this advanced level of credit management and daily transactions we explore a telephone systems seller who provides the hardware, services and support for a brand new telephone system. Much like the one offered at CloudPBX.
Fine Tune & Modify Chart of Accounts
- 5120701 : – Edit your Chart of Accounts to suit the business
- 5120702 : – Add New Accounts
- 5120703 : – Add a Bank Account
Using Xero for Stock and Inventory
- 5120801 : – Create an Inventory Item
- 5120802 : – Count Inventory
Customising Credit Terms using Xero
- 5120901 : – Create Customer Cards and modify terms
Level 2 Xero Sales Dashboard
- 5121001 : – Create a Quote for a customer
- 5121002 : – Enter a Sales Invoice and apply a Payment
- 5121003 : – Print and Send a Customer Statement
- 5121004 : – Quote to a Purchase Order
- 5121005 : – Convert a Quote to an Invoice
- 5121006 : – Process and Apply a Credit Note to an Invoice
- 5121007 : – Receive a part payment
- 5121008 : – Receive payment for many invoices
- 5121009 : – Process an Overpayment
- 5121010 : – Send a Customer Receipt
Level 2 Xero Purchase Dashboard
- 5121101 : – Convert a Purchase Order to a Bill
- 5121102 : – Enter a Supplier Bill
- 5121103 : – Edit a Supplier Card
- 5121104 : – Pay a Bill
Banking Transactions using Xero
- 5121201 : – Pay some Bills
- 5121202 : – Bank Account Transactions
Stock and Inventory Reports using Xero
- 5121301 : – Run an Inventory Item Details Report
- 5121302 : – Run an Inventory Item Summary
Bank Reconciliation & Bank Feeds
Creating a Business and Entering Transactions
- 5130101 – Create New Company File
- 5130102 – Create a Bank Account
- 5130103 – Create an Account
- 5130104 – Create a Deposit
- 5130105 – Create a New Customer Card
- 5130106 – Create a New Inventory Item
- 5130107 – Entering a Sale and Payment
- 5130108 – Spend Money Transaction
- 5130109 – Receive Money Transaction
Asset, International, Basic Wage & Misc Transactions & Coding
- 5130110 – Enter Payment of Wages
- 5130111 – Create a Journal Entry for Depreciation Resource
- 5130112 – Start the Reconciliation
- 5130113 – Edit Incorect Transactions
- 5130114 – Tick every Transaction
- 5130115 – Run a Bank Reconciliation Report
- 5130116 – Run a General Ledger Report
GST, Reporting and Business Activity Statements using Xero
Calculating Obligations and Paying using Journal entries
- 5140101: – Work out PAYG and Super
- 5140102: – Create Journal for PAYG and Super
Financial Settings, BAS & Report Reconciliations
- 5140201: – Check Financial Settings
- 5140202: – Run the BAS
- 5140301: – Produce Profit and Loss for the Quarter
- 5140302: – Compare Profit and Loss
- 5140303: – Produce Balance Sheet for the Quarter
- 5140304: – Compare Balance Sheet
BAS, Reporting & Exporting for Analysis and Modelling
- 5140401: – Simpler BAS
- 5140402: – Full BAS
- 5140501: – Exporting Reports
- 5140502: – Report Layouts
- 5140503: – Customising Reports for Analysis
Payroll Administration & Superannuation
Create and Setup Staff and Accounts
- 5150101: – Create and Set up New Company File
- 5150102: – Add your Bank Account
- 5150103: – Set up your Payroll
- 5050104: – Create Employees in Xero
Create, Edit and Perform Pay Runs using Xero
- 5150201: – Perform a Pay Run
- 5150202: – Print and Email Pay Slips to Employees
- 5150203: – Pay Runs and Payroll Activity Reports
- 5150204: – Add a Pay Item
- 5150205: – Update Employee Payroll Details and Peform Pay Runs
- 5150206: – Edit a Pay Run
Payroll Administration Reports and Summaries
- 5150301: – Print a Payroll Activity Summary Report
- 5150302: – Print a Payroll Employee Summary
- 5150303: – Reconcile Superannuation and Wages
- 5150304: – Reconcile the PAYG Taxes
- 5150401: – Print out the Payment Summaries
Xero Payroll Level 2 Advanced Training
Create New and Edit Existing Pay Information
- 5150501: – Set up your Company Details and Add Bank Account
- 5150502: – Set up Payroll
- 5150601: – Set up Super Funds
- 5150602: – Create a New Pay Item
- 5150603: – Edit a Pay Item
- 5150701: – Create a Casual Employee in Xero
- 5150702: – Create Permanent Employees in Xero
Timesheet Data Entry, Templates and Approvals
- 5150801: – Enter Timesheets in Xero
- 5150802: – Edit an Approved Timesheet
- 5150803: – Process a Pay Run
- 5150901: – Create Timesheet Templates
- 5150902: – Use Timesheet Templates
- 5150903: – Create a New Deduction Pay Item
- 5150904: – Request Leave for an Employee
- 5150905: – Process Pay including Annual Leave
- 5151001: – Record Employee Bank Details
- 5151002: – Create an Electronic Payment File
Payroll Administration Reporting
- 5151101: – Run a Leave Transactions Report
- 5151102: – Run a Journal Report
- 5151103: – Produce a Balance Sheet
Xero Payroll – Processing Terminations
- 5151201: – Add a New Pay Item
- 5151202: – Process Final Pay
Xero Cash Flow Reporting, Budgets & ROI
- 5160101 : – Create Group Training Quotes and Invoices
- 5160102 : – Create Repeating Invoices for Sales and Marketing Contract Work
- 5160103 : – Create Purchase Order and Bill for New Website
- 5160104 : – Create Mobile Phone Bills
- 5160201 : – Import October Bank Statement
- 5160202 : – Create Bank Rules
- 5160203 : – Match Transactions for October Bank Statement
- 5160204 : – Create Transaction for BAS Refund
- 5160205 : – Create Transactions for October Bank Statement
- 5160301 : – Aged Receivables Summary
- 5160302 : – Aged Payables Report
- 5160401 : – Match Transactions for November Bank Statement
- 5160402 : – Borrowing Cost for commercial property
- 5160403 : – Loan for commercial property
- 5160404 : – Purchase of commercial property
- 5160501 : – Motor Vehicle Depreciation
- 5160502 : – Commercial property Depreciation
- 5160503 : – PAYG and Superannuation
- 5160601 : – Cash Flow Statement
- 5160602 : – Budgets
- 5160603 : – Return on Investment ratios