Description

Overview

In the UK, professionals skilled in Xero Projects and Job Costing can expect lucrative opportunities, with annual salaries ranging significantly based on experience and industry. This comprehensive course offers a detailed understanding of Xero Projects, focusing on its application in job costing scenarios. Learners will explore various aspects of Xero, from setting up and managing small to larger projects, to handling quotes, products, services, and invoicing. The structured modules guide through the theoretical foundations, ensuring a thorough grasp of Xero's capabilities and applications in various business contexts.

Learning Outcomes:

Understand the basics of Xero Projects and identify scenarios where it is most effective.

Gain knowledge in setting up and managing projects, including staff setup, cost rates, and permissions.

Learn to create, assign, and manage quotes, as well as convert them from tasks and expenses.

Acquire skills in adding and invoicing products and services in Xero, including both tracked and untracked inventory.

Develop competence in generating different types of invoices and using Xero for comprehensive project management.

Gain insights into project reporting and performance measurement, enhancing project and profit & loss understanding.

Description

The Xero Projects & Job Costing course offers an in-depth exploration into managing projects and finances using Xero. Starting with an introduction to the software, the course progresses through practical modules that cover every aspect of project management within Xero. Participants will learn to set up projects and staff, manage small to large scale projects, and handle various types of invoicing and reporting. The course also delves into the specifics of handling products and services in projects, including both tracked and untracked inventory, enhancing understanding of project financials. With a focus on theoretical knowledge, the course provides a solid foundation for managing business projects and finances effectively using Xero.

Why Choose Us?

This course is accredited by the CPD Quality Standards.

Lifetime access to the whole collection of the learning materials.

Online test with immediate results.

Enroling in the course has no additional cost.

You can study and complete the course at your own pace.

Study for the course using any internet-connected device, such as a computer, tablet, or mobile device.

Certificate of Achievement

Upon successful completion, you will qualify for the UK and internationally-recognised CPD certificate and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £4.99 and Hardcopy Certificate for £9.99.

Who Is This Course For?

Business owners looking to streamline project management and job costing.

Accountants and financial professionals seeking to enhance their Xero proficiency.

Project managers aiming to integrate financial tracking into their project management skills.

Finance students or recent graduates aiming to add Xero expertise to their skillset.

Administrative and support staff in businesses that use Xero for project management.

Freelancers and consultants requiring efficient project and financial management tools.

Requirements

The Xero Projects & Job Costing course requires no prior degree or experience. All you require is English proficiency, numeracy literacy and a gadget with stable internet connection. Learn and train for a prosperous career in the thriving and fast-growing industry of Xero Projects & Job Costing, without any fuss.

Career Path

Xero Certified Advisor

Project Manager with Xero expertise

Financial Controller in firms using Xero

Bookkeeper with Xero specialization

Business Consultant advising on Xero integration

Freelance Xero Specialist

Xero Support Specialist in tech firms

Order Your Certificate To order CPD Quality Standard Certificate, we kindly invite you to visit the following link:

Course Curriculum

Module 01: Introduction
	Introduction	00:02:00
	When to Use Projects	00:03:00
Module 02: Getting Started
	Demo Company	00:04:00
	Tour of Screens	00:07:00
Module 03: Setting up Staff
	Adding Staff Cost Rates	00:07:00
	Users and Permissions	00:04:00
Module 04: Small Project Example
	Introduction - Small Project	00:01:00
	Adding Projects	00:04:00
	Adding Tasks & Estimated Costs	00:09:00
	Adding Time & Expenses	00:05:00
	Sending a Time & Expenses Invoice	00:06:00
	Adding More Time & Expenses	00:05:00
	Sending a Final Time & Expenses Invoice	00:04:00
Module 05: Quotes
	Introduction - Quotes	00:01:00
	Creating & Assigning Quotes	00:03:00
	Creating Quotes from Tasks & Expenses	00:04:00
	Creating Quotes from Project Amounts	00:02:00
Module 06: Products & Services
	Introduction - Products & Services	00:01:00
	Adding Supplier Bills to Projects	00:06:00
	Adding Services to Projects	00:07:00
	Adding Untracked Inventory to Projects	00:04:00
	Adding Tracked Inventory to Projects	00:06:00
Module 07: Invoicing
	Introduction - Invoicing	00:01:00
	Project Amount Invoices	00:04:00
	Deposit Invoices	00:05:00
	Tasks & Expenses Invoices	00:05:00
	Invoicing from Quotes	00:07:00
Module 08: Reporting
	Measuring Task Performance	00:05:00
	Project Summary Report	00:03:00
Module 09: Bigger Project Example
	Introduction - Bigger Project	00:01:00
	Bigger Project	00:22:00
Module 10: Projects and Profit & Loss
	Projects and Profit & Loss	00:03:00
Module 11: Thank You
	Thank You	00:01:00
Assignment
	Assignment -Xero Projects & Job Costing	00:00:00
Order Your Certificate
	Order Your Certificate	00:00:00

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Xero Projects & Job Costing Course

By NextGen Learning

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