Your Onboarding Journey to Xero

سرفصل های دوره

A Quick Guide on Xero - All you need to know about Xero

1. Introduction to Xero

1. Volume 1 Your Onboarding Journey to Xero

2. Getting Started

1. Volume 2 Getting Started

3. Shortcuts

1. Volume 3 Shortcuts

4. Contacts

1. Module 4 Contacts

5. Products and Services

1. Module 5 Products and Services Objectives

2. Module 5 Why Create a Product or Service

3. Module 5 Create a Service

4. Module 5 Create an Untracked Inventory

5. Module 5 Create a Tracked Inventory

6. Module 5 Import Products and Opening Balances

7. Module 5 Products and Services Summary

6. Purchases Overview

1. Module 6 Purchases Overview

7. Purchase Order

1. Module 7 Purchase Order Objectives

2. Module 7 Create a Draft Purchase Order

3. Module 7 Sending a Draft Purchase Order for Approval

4. Module 7 How to Approve a Draft Purchase Order

5. Module 7 Print or Email PO Finalised

6. Module 7 Copy a PO to a Draft Bill

7. Module 7 Purchase Order Summary

8. Bills to Pay

1. Module 8 Bills to Pay Objective

2. Module 8 Edit and Copy a Draft Bill

3. Module 8 Submit a Draft Bill for Approval

4. Module 8 How to Record a New Bill

5. Module 8 How to use [Create Bill from Email]

6. Module 8 How to Create Repeating Bills

7. Module 8 Bills to Pay Summary

9. Sales Overview

1. Module 9 Sales Overview

10. Quotes

1. Module 10 Quotes Objectives

2. Module 10 Create Quotes

3. Module 10 Email Quotes to Customers

4. Module 10 How to Revise Your Quote

5. Module 10 Managing Your Quotes

6. Module 10 How to Create an Invoice from a Quote

7. Module 10 Quotes Summary

11. Invoices

1. Module 11 Invoices Objectives

2. Module 11 Create and Email Invoices to Customers

3. Module 11 How to Edit or Copy an Invoice

4. Module 11 How to Manage Your Invoices

5. Module 11 How to Create Repeating Invoices

6. Module 11 How to Send Out Statements

7. Module 11 Invoices Summary

12. Billable Expenses

1. Module 12 Billable Expenses Objectives

2. Module 12 Create and Assign Billable Expense

3. Module 12 Create Invoice for a Billable Expense

4. Module 12 Edit or Remove Billable Expenses

5. Module 12 How to Check Outstanding Billable Expense

6. Module 12 Billable Expenses Summary

13. Payments for Receivable Invoices

1. Module 13 Payments for Receivable Invoices Objectives

2. Module 13 Record a Payment from Customer

3. Module 13 Record a Payment for Invoice in Foreign Currency

4. Module 13 Record a Batch Deposit

5. Module 13 Remove a Wrong Payment

6. Module 13 Payments for Receivable Invoice Summary

14. Payments for Payable Invoices

1. Module 14 Payments for Payable Invoices Objectives

2. Module 14 Record a Payment to Supplier

3. Module 14 Record a Payment for Bill in Foreign Currency

4. Module 14 Record a Batch Payment

5. Module 14 Remove a Wrong Payment

6. Module 14 Payments for Payable Invoices Summary

15. Preparing for Bank Reconciliation

1. Module 15 Preparing for Bank Reconciliation Objectives

2. Module 15 How Bank Reconciliation in Xero Work

3. Module 15 Add Opening Balances for Bank Accounts in Xero

4. Module 15 Import Your Bank Statements

5. Module 15 Enter Bank Transactions into Xero

6. Module 15 Preparing for Bank Reconciliation Summary

16. Bank Reconciliation

1. Module 16 Bank Reconciliation Objectives

2. Module 16 Reconcile Your Bank Account

3. Module 16 Bank Rules

4. Module 16 New Transactions and Adjustments

5. Module 16 Foreign Currency Transactions

6. Module 16 Manual Bank Reconciliation

7. Module 16 Bank Reconciliation Report

8. Module 15 Prepayments and Overpayments

9. Module 16 Bank Reconciliation Summary

17. Reports

1. Module 17 Reports Objectives

2. Module 17 Access and Browse Reports

3. Module 17 Report Settings

4. Module 17 Edit Report Layout

5. Module 17 Reports Summary

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تولید کننده: Udemy-Training