XERO ADVANCED

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XERO ADVANCED

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Module 1: Managing Inventory

  • Inventory overview
  • Add inventory item
  • Make inventory adjustment
  • Inventory reporting

Module 2: Managing Employee Expense Claims

  • Add an employee
  • Add a receipt claim
  • Submit claim for approval
  • Approve and pay claim
  • Delete or void Claim

Module 3: Xero Projects

  • Xero Projects Setup
  • Setup organization to use projects
  • Setup staff costs rates
  • Add a new Project
  • Add task to a project
  • Add an expense to a project
  • Apply a deposit to a project
  • Add a bill to a project
  • Project Invoicing
  • Create a deposit invoice
  • Create a task and expense invoice
  • Create a project amount budget
  • Close a budget

Module 4: Budgeting

  • Introduction to budgeting
  • Create a new budget
  • Edit a budget
  • Delete Budget
  • Import a budget
  • Export budget
  • Create Budget reports

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