Course Details Xero |
Xero Cloud Training Course Contents
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The workshop will provide participants with the skills and knowledge required to manage their day to day business transactions and generate reports using Xero Cloud Computing.This training is a nationally accredited unit Manage Finances (BSBFIM601) and will be delivered as part of the Certificate IV in Bookkeeping (FNS40215).
Training will also include essential business processes using Xero software and how to set up your accounts, tax codes, contacts and inventory.This workshop will take you from entering sales and purchases right through to reconciling the bank account and generating reports.
Training will also include essential business processes using Xero software and how to set up your accounts, tax codes, contacts and inventory.This workshop will take you from entering sales and purchases right through to reconciling the bank account and generating reports.
Unit 1: GETTING STARTED WITH XERO:
Overview of Xero, Starting Xero in Microsoft windows , The Xero screen, Navigating the command centre ,Using the command centre, Finding transactions, Company viability and Other basic things to know about Xero.
Unit 2: Setting up Xero Basics:
Unit 2: Setting up Xero Basics:
When you set up an organisation, there are certain details that should be added before the organisation is used. In this session, you will learn how to enter these basic settings. Its includes enter organisation settings, enter financial settings, enter a conversion date, change user access, add users, view user activity.
Unit 3: Chart of accounts
It serves as the framework for the organisation, and is how we categorise transactions as they occur in the day-to-day running of a business. Each time a transaction occurs in the organisation, the balance of an account will either increase or decrease. its cover understand the purpose of the chart of accounts, import a chart of accounts, add an account, edit an account, delete / archive an account, update a tax rate.
Unit 4: Bank Accounts
When you add a bank account, it is automatically added to your Chart of Accounts. It will be assigned the account type Bank Account, under the Asset class.
Unit 5: Contacts
Contacts in Xero stores all of an organisation’s contacts. A contact can be a customer, supplier or both.
Unit 6: Inventory
If your organisation buys or sells a product or service, you can add these as Inventory Items.
At a minimum, you can use Inventory Items to save details about a product or service that you buy or sell to allow for quick and consistent entry into your invoices or bills.
Unit 3: Chart of accounts
It serves as the framework for the organisation, and is how we categorise transactions as they occur in the day-to-day running of a business. Each time a transaction occurs in the organisation, the balance of an account will either increase or decrease. its cover understand the purpose of the chart of accounts, import a chart of accounts, add an account, edit an account, delete / archive an account, update a tax rate.
Unit 4: Bank Accounts
When you add a bank account, it is automatically added to your Chart of Accounts. It will be assigned the account type Bank Account, under the Asset class.
Unit 5: Contacts
Contacts in Xero stores all of an organisation’s contacts. A contact can be a customer, supplier or both.
Unit 6: Inventory
If your organisation buys or sells a product or service, you can add these as Inventory Items.
At a minimum, you can use Inventory Items to save details about a product or service that you buy or sell to allow for quick and consistent entry into your invoices or bills.