Course Description

This Xero Training Course includes 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. These business include many trades and professional service organisations like:

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

Topics covered include:

Accounting Structure and Bank Accounts

  • Xero Daily Transactions Course – Create New Accounts – Creating Your Chart of Accounts
  • Xero Daily Transactions Course – Create New Accounts – Add Bank Account
  • Xero Daily Transactions Course – Create New Accounts – Add Credit Card
  • Xero Daily Transactions Course – Create New Accounts – Modifying Your Chart of Accounts

Customers & Suppliers (CRM)

  • Xero Daily Transactions Course – Set Up Contacts – Add New Contact
  • Xero Daily Transactions Course – Set Up Contacts – Edit Existing Contact
  • Xero Daily Transactions Course – Set Up Contacts – Merge Duplicate Contacts
  • Xero Daily Transactions Course – Set Up Contacts – Group Contacts

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

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

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

  • Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Invoice
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Payment
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Print and Send a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Bill from a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Internal Bank Transfers
  • Xero Daily Transactions Course – Purchases Dashboard – Send a Remittance

Stock and Inventory

  • Creating Items
  • Purchasing inventory items
  • holding stock assets

More detailed description coming shortly..

Other Transactions

  • Xero Daily Transactions Course – Other Transactions – Receive Money
  • Xero Daily Transactions Course – Other Transactions – Prepayments
  • Xero Daily Transactions Course – Other Transactions – Spend Money
  • Xero Daily Transactions Course – Other Transactions – Transfer Money
  • Xero Daily Transactions Course – Other Transactions – Process Contra Deal

Expense Claims

  • Xero Daily Transactions Course – Expense Claims – Add, Edit and Delete Receipts
  • Xero Daily Transactions Course – Expense Claims – Submit Claim for Approval
  • Xero Daily Transactions Course – Expense Claims – Authorise an Expense Claim
  • Xero Daily Transactions Course – Expense Claims – Pay an Expense Claim

Reports

  • Xero Daily Transactions Course – Reports – Balance Sheets
  • Xero Daily Transactions Course – Profit and Loss Statements

Xero Daily Transactions Essentials Course Information

Estimated Time of Completion: 12 hours

Course Inclusions:

  • Instructional Videos
  • Training Workbooks (x2)
  • Knowledge Reviews
  • Certificate of Completion

 

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