XERO ESSENTIALS

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XERO ESSENTIALS 2018-03-01T13:08:12+00:00

XERO ESSENTIALS

Module 1: Introduction to xero

  • Xero introduction
  • Xero versions and features
  • Sign up for free xero account
  • Add a new organization to xero
  • Navigating Xero
  • Setup organization
  • Set up chart of accounts
  • Add new chart of account
  • Edit an account
  • Delete chart of account

Module 2: Sales and invoicing

  • Items overview
  • Add new items
  • New customer setup
  • Creating Quotes
  • Creating invoices
  • Create repeating invoices
  • Create credit note for refunds
  • Customer statements

Module 3: Expenses and bills

  • New vendor setup
  • Spend money
  • Expense claims
  • Billable Expenses
  • Creating purchase orders
  • Creating bills
  • Create repeating bills
  • Issue credit note to suppliers
  • Supplier statements

Module 4: Banking

  • Add a bank account in Xero
  • Bank transfer
  • Bank reconciliation in Xero

Module 5: Reporting

  • Creating reports
  • Customizing reports
  • Exporting reports to excel

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