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Xero Daily Transactions & Credit Management Training Workbook

$69.00 $49.00

This Training Manual and Workbook contains instructions on how to use Xero Accounting for daily data entry and credit management tasks including

  • Accounts Receivable,
  • Accounts Payable,
  • Credit Control functions and
  • Credit reporting.

This includes quoting, invoicing, purchases, payments and receipts. You’ll enter transactions which relate to a business which buys and holds some stock and give quotes to supply these products and their own services to provide the client with a total solution.

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The Xero Sales Dashboard: Invoicing, Payments and Quotes
Learn about Xero’s Sales Dashboard, including:

  • Xero Accounting Course – Create New Accounts – Creating Your Chart of Accounts
  • Xero Accounting Course – Create New Accounts – Add Bank Account
  • Xero Accounting Course – Create New Accounts – Add Credit Card
  • Xero Accounting Course – Create New Accounts – Modifying Your Chart of Accounts
  • Xero Accounting Course – Set Up Contacts – Add New Contact
  • Xero Accounting Course – Set Up Contacts – Edit Existing Contact
  • Xero Accounting Course – Set Up Contacts – Merge Duplicate Contacts
  • Xero Accounting Course – Set Up Contacts – Group Contacts
  • Xero Accounting Course – Sales Dashboard – Create a Sales Invoice
  • Xero Accounting Course – Sales Dashboard – Navigating the Sales Dashboard
  • Xero Accounting Course – Sales Dashboard – Create a Draft Sales Invoice
  • Xero Accounting Course – Sales Dashboard – Email or Print Invoices
  • Xero Accounting Course – Sales Dashboard – Create a Branding Theme
  • Xero Accounting Course – Sales Dashboard – Create a Quote
  • Xero Accounting Course – Sales Dashboard – Accept and Create an Invoice for Quote
  • Xero Accounting Course – Sales Dashboard – Copy an Invoice
  • Xero Accounting Course – Sales Dashboard – Receive Customer Payment
  • Xero Accounting Course – Sales Dashboard – Receive Payment for Multiple Invoices
  • Xero Accounting Course – Sales Dashboard – Delete an Invoice
  • Xero Accounting Course – Sales Dashboard – Void an Invoice
  • Xero Accounting Course – Sales Dashboard – Void Invoice When Payment is Applied
  • Xero Accounting Course – Sales Dashboard – Overpayments
  • Xero Accounting Course – Sales Dashboard – Create and Allocate a Credit Note
  • Xero Accounting Course – Sales Dashboard – Statements

Customise MYOB item and service invoice forms

The Xero Beginners’ Essentials (Daily Transactions) Training Course also includes:
The Xero Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances
Learn about Xero’s Purchases Dashboard, including:

  • Xero Accounting Course – Purchases Dashboard – Create a Supplier Invoice
  • Xero Accounting Course – Purchases Dashboard – Create a Supplier Payment
  • Xero Accounting Course – Purchases Dashboard – Create a Purchase Order
  • Xero Accounting Course – Purchases Dashboard – Print and Send a Purchase Order
  • Xero Accounting Course – Purchases Dashboard – Create a Bill from a Purchase Order
  • Xero Accounting Course – Purchases Dashboard – Internal Bank Transfers
  • Xero Accounting Course – Purchases Dashboard – Send a Remittance

Inventory Management in Xero
Learn about Xero’s Inventory Management, including:

Creating new inventory items

  • Purchasing inventory items for stock
  • Selling inventory items
  • Running inventory reports general and detailed

Other Transactions in Xero
Learn about Xero’s other transaction options, including:

  • Xero Accounting Course – Other Transactions – Receive Money
  • Xero Accounting Course – Other Transactions – Prepayments
  • Xero Accounting Course – Other Transactions – Spend Money
  • Xero Accounting Course – Other Transactions – Transfer Money
  • Xero Accounting Course – Other Transactions – Process Contra Deal

Expense Claims in Xero
Learn about Xero’s Expense Claims, including:

  • Xero Accounting Course – Expense Claims – Add, Edit and Delete Receipts
  • Xero Accounting Course – Expense Claims – Submit Claim for Approval
  • Xero Accounting Course – Expense Claims – Authorise an Expense Claim
  • Xero Accounting Course – Expense Claims – Pay an Expense Claim

Reports in Xero
Learn about creating the wide range of reports available in Xero, including:

  • Xero Accounting Course – Reports – Balance Sheets
  • Xero Accounting Course – Profit and Loss Statements
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