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In this course, you will :
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Everything you need to know to use Xero for day-to-day data entry
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How to sign for a Xero free trial and enter your organisation details
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Learn how to design sales invoice layouts, create and issue sales invoices
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How to enter purchase invoices and credit-notes, including attaching backup
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Learn all about importing bank statements and reconciling your bank transactions
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Check your data entry by designing and running reports
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Save time and avoid mistakes with my Xero Tips and Tricks
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Learn how to easily make changes and correct your mistakes
Syllabus :
1. Getting Started
- Entering company information
- Tidying the Chart of Accounts
- Entering Opening Balances
2. Data Entry - Sales
- Sales setup
- Creating sales invoices and credit notes
- Sales reporting
3. Data Entry - Purchases
- Adding suppliers
- Entering purchase invoices and credit notes
- Purchases reporting
4. Data Entry - Banking
- Importing a bank statement
- Reconciling customer receipts
- Customer receipts reporting
- Reconciling supplier payments
- Supplier payments reporting
- Reconciling bank receipts and payments
- Bank receipts and payments reporting
5. Xero Tips and Tricks
- Customer defaults for sales invoices
- Using Item Codes for sales
- Supplier defaults for purchase invoices
- Using Repeating Invoices for purchases
- Tips and Tricks Quiz
6. Troubleshooting
- Removing duplicate contacts
- Amending sales invoices
- Amending purchase invoices
- Using Find and Recode
