Description
Unit 1: Xero Introduction
- Cloud Based Accounting
- Understanding Logins, Access and Pricing
- Understanding my Xero
- Access my Xero
Unit 2: Xero Setup
- Understanding Organisation Settings
- Understanding Financial Settings
- Understanding Tracking Categories
- Creating Tracking Categories
Unit 3: Users
- Understanding User Roles
- Adding a User
- Editing a User
- Removing a User
Unit 4: Chart of Accounts
- Understanding Chart of Accounts
- Account Input Fields
- Importing a Chart of Accounts
- Adding an Account
Unit 5: Bank Accounts
- Understanding Bank Accounts & Bank Feeds
- Adding a Bank Account
- Adding a Credit Card
- Establishing Bank Account Feeds
Unit 6: Conversion Balances
- Understanding Conversion Balances
- Understanding the Conversion Date
- Setting the Conversion Date
- Entering Conversion Balances
Unit 7: Contacts
- Understanding Contacts
- Contact Input Fields
- Importing Contacts
- Creating a Contact Group
Unit 8: Inventory
- Understanding Inventory
- Inventory Input Fields
- Creating an Inventory Item (Untracked)
- Creating an Inventory Item (tracked)
Unit 9: Invoicing – Sales
- Understanding Invoice Settings
- Adding a Payment Service
- Branding Theme Input Fields
- Creating a Branding Theme
Unit 10: Quotes
- Understanding Quotes
- Quote Input Fields
- Quote States
- Creating a Quote
Unit 11: Purchases
- Understanding the Purchases Dashboard
- Bill States
- Bill Input Fields
- Creating a New Bill
Unit 12: Purchase Orders
- Understanding Purchase Orders
- Purchase Order States
- Creating a Purchase Order
- Editing or Deleting a Purchase Order
Unit 13: Expense Claims
- Understanding Expense Claims
- Expense Claim Input Fields
- Expense Claim States
- Creating an Expense Claim
Unit 14: Reconciliation
- Understanding Reconciliation
- The Reconciliation Screen
- Cash Coding
- Bank Statement (Tab)
Unit 15: Fixed Assets
- Understanding Fixed Assets
- Fixed Asset States
- Fixed Asset Input Fields
- Fixed Asset Start Date
Unit 16: Reports
- Understanding Reports
- Common Reporting Functions
- Adding a Summary
- Adding a Footnote
Unit 17: Activity Statement
- Understanding Activity Statements
- Complete a Business Activity Statement (BAS)
- Complete an Instalment Activity Statement (IAS)
