ABOUT COURSE
Why should you enrol in the course?
Xero is a cloud-based accounting software that is used by businesses of all
sizes around the world. It is a powerful and easy-to-use tool that can help you
to manage your finances more effectively.
This online course will teach you everything you need to know about how to use
Xero. You will learn how to set up your account, enter transactions, generate
reports, and more.
Whether you are a business owner, bookkeeper, or accountant, this course is for
you.
Learning outcomes of the course
By the end of this course, you will be able to:
* Set up and manage a Xero account
* Enter transactions, including sales, purchases, and expenses
* Generate financial reports, such as profit and loss statements, balance
sheets, and cash flow statements
* Reconcile bank accounts
* Process payroll
* File VAT returns
* Use advanced features of Xero, such as multi-currency and project tracking
Target audience
This course is ideal for:
* Business owners
* Bookkeepers
* Accountants
* Anyone who wants to learn how to use Xero
Requirements for the course
* No prior experience with Xero is required
* Access to a computer with an internet connection
Curriculum
The course is divided into three levels:
* Beginner
* Intermediate
* Advanced
The beginner level covers the basics of using Xero, such as setting up an
account, entering transactions, and generating reports. The intermediate level
covers more advanced topics, such as bank reconciliation, payroll, and VAT
returns. The advanced level covers even more advanced topics, such as
multi-currency and project tracking.
Conclusion
This online course is a comprehensive and easy-to-follow guide to using Xero.
Whether you are a beginner or an experienced user, you will learn something new
from this course.
If you are interested in learning how to use Xero, I encourage you to enrol in
this course today.
WHAT WILL YOU LEARN?
* Set up and manage a Xero account
* Enter transactions, including sales, purchases, and expenses
* Generate financial reports, such as profit and loss statements, balance
sheets, and cash flow statements
* Reconcile bank accounts
* Process payroll
* File VAT returns
* Use advanced features of Xero, such as multi-currency and project tracking
COURSE CONTENT
GETTING STARTED
* SETTING UP XERO
* HOW TO ACTIVATE BANK FEED ON XERO
SETTING UP OF THE SYSTEM
* VIRTUAL TOUR OF XERO
* ADDING A BUSINESS BANK ACCOUNTS AND CASH ACCOUNTS ON XERO
* CHART OF ACCOUNTS AND CONVERSION BALANCES
* CREATING/DELETING (TRACKING CATEGORIES)
CUSTOMERS AND SUPPLIERS
* SETTING UP CUSTOMER AND SUPPLIER
* CREATE A PROJECT
* ENTERING PURCHASE (SUPPLIER INVOICES), PURCHASE CREDIT NOTES, PURCHASE ORDERS
* ENTERING SALES (CUSTOMER INVOICE), SALES CREDIT NOTES, QUOTES
FIXED ASSETS
* ENTERING FIXED ASSETS
* INVENTORY
BANK PAYMENTS AND RECEIPTS
* BANK FEED OR IMPORT A STATEMENT
* ENTERING BANK PAYMENT AND BANK RECEIPTS
* INTERNAL BANK TRANSFER
* REPEATING BILL
* CASH CODING
PETTY CASH
* PETTY CASH
BANK RECONCILIATION
* BANK RECONCILIATION
BUSINESS CREDIT CARD
* BUSINESS CREDIT CARD
AGED REPORTS
* AGED REPORTS
PAYROLL
* PAYROLL
VAT RETURN
* VAT RETURN
CIS RETURN
* CIS RETURN
ACCRUAL AND PREPAYMENT
* ACCRUAL AND PREPAYMENT
ACCRUED INCOME AND DEFERRED INCOME
* ACCRUED INCOME AND DEFERRED INCOME
DEPRECIATION JOURNAL
* DEPRECIATION JOURNAL
MANAGEMENT REPORTS
* MANAGEMENT REPORTS
PREPARATION OF BUDGET
* PREPARATION OF BUDGET
CASH FLOW
* CASH FLOW
PAYMENT SERVICES ON XERO
* PAYMENT SERVICES ON XERO
BANK RULES
* BANK RULES
MULTICURRENCY ON XERO
* MULTICURRENCY ON XERO
APP MARKETPLACE
* APP MARKETPLACE
INTRODUCTION OF RESOURCES DURING COVID-19
* INTRODUCTION OF RESOURCES DURING COVID-19
CORRECTION OF ERRORS
* CORRECTION OF ERRORS
A course by Ujjwala D'Souza MAAT, Sage/Xero/Quickbooks Trainer/Advisor Material
Includes Course Videos Coursebook RequirementsNo prior experience with Xero is
requiredAccess to a computer with an internet connection Audience Business
owners Bookkeepers Accountants Anyone who wants to learn how to use Xero
REQUIREMENTS
* No prior experience with Xero is required
* Access to a computer with an internet connection