Description
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
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
