Description
Get help with MYOB or Xero for Quotes, invoicing, purchases, payments, expenses, accounts payable, accounts receivable and credit management training. Your Bookkeeping tutor will help you answer all the questions you have at a time that suits you.
This service is remote and via phone, email, website chat, SMS and screenshare on Zoom or Microsoft Teams– which ever suits the circumstances.
Topics Included
Xero or MYOB Beginners Training
This Bookkeeping Training includes
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.
Accounting Structure and Bank Accounts
- Setup and Configuration Training – Create New Accounts – Creating Your Chart of Accounts
- Setup and Configuration Training – Create New Accounts – Add Bank Account
- Setup and Configuration Training – Create New Accounts – Add Credit Card
- Setup and Configuration Training – Create New Accounts – Modifying Your Chart of Accounts
Customers & Suppliers (CRM) – Data Entry topics
- Data Entry Training – Set Up Contacts – Add New Contact
- Data Entry Training – Set Up Contacts – Edit Existing Contact
- Data Entry Training – Set Up Contacts – Merge Duplicate Contacts
- Data Entry Training – Set Up Contacts – Group Contacts
The Sales Dashboard: Quotes, Invoicing & Payments (Debtors) using Xero or MYOB Accounting
Accounts Receivable 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 to maintain healthy and regular contact with the customer until these funds are received.
- Invoicing & Accounts Receivable Training – Create a Sales Invoice
- Invoicing & Accounts Receivable Training – Navigating the Sales Dashboard
- Invoicing & Accounts Receivable Training – Create a Draft Sales Invoice
- Invoicing & Accounts Receivable Training – Email or Print Invoices
- Invoicing & Accounts Receivable Training – Create a Branding Theme
- Invoicing & Accounts Receivable Training – Create a Quote
- Invoicing & Accounts Receivable Training – Accept and Create an Invoice for Quote
- Invoicing & Accounts Receivable Training – Copy an Invoice
- Invoicing & Accounts Receivable Training – Receive Customer Payment
- Invoicing & Accounts Receivable Training – Receive Payment for Multiple Invoices
- Invoicing & Accounts Receivable Training – Delete an Invoice
- Invoicing & Accounts Receivable Training – Void an Invoice
- Invoicing & Accounts Receivable Training – Void Invoice When Payment is Applied
- Invoicing & Accounts Receivable Training – Overpayments
- Invoicing & Accounts Receivable Training – Create and Allocate a Credit Note
- Invoicing & Accounts Receivable Training – Statements
The Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances (Creditors) using Xero or MYOB
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 cashflow 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 you 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.
- Purchasing & Accounts Payable Training – Create a Supplier Invoice
- Purchasing & Accounts Payable Training – Create a Supplier Payment
- Purchasing & Accounts Payable Training – Create a Purchase Order
- Purchasing & Accounts Payable Training – Print and Send a Purchase Order
- Purchasing & Accounts Payable Training – Create a Bill from a Purchase Order
- Purchasing & Accounts Payable Training – Internal Bank Transfers
- Purchasing & Accounts Payable Training – Send a Remittance
Stock Items and Inventory
- Purchasing & Accounts Payable Training – Creating Items
- Purchasing & Accounts Payable Training – Purchasing inventory items
- Purchasing & Accounts Payable Training – holding stock assets
Funds Transfers and Cash Transactions
- Data Entry & Coding Training – Receive Money
- Data Entry & Coding Training – Prepayments
- Data Entry & Coding Training – Spend Money
- Data Entry & Coding Training – Transfer Money
- Data Entry & Coding Training – Process Contra Deal
Expense Claims
- Data Entry & Coding Training – Add, Edit and Delete Receipts
- Data Entry & Coding Training – Submit Claim for Approval
- Data Entry & Coding Training – Authorise an Expense Claim
- Data Entry & Coding Training – Pay an Expense Claim
Financial Reports Introduction
- Monthly Reporting Training – Balance Sheets
- Monthly Reporting Training – Profit and Loss Statements
Detailed and Practical Xero and MYOB Beginners Training Manual Available Separately
This One to one Bookkeeping training package works best when combined with a training manual that is packed with practical tasks and exercises that you can perform using sample data.
The Bookkeeping Beginners training manual exercises give you practice for most of the daily, data entry that accounting staff perform for a business in accounts payable and accounts receivable.
