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