Xero Course 517 – Projects and Job Tracking Training Course WORKBOOK

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This Training Manual and Workbook contains step-by-step tasks using Xero for training case studies based on real world business scenarios for tracking the costs for time, resources and products involved in erecting a cheap garden shed.

This course workbook includes tasks relating to every cost associated with a project and how to track these expenses to ensure every project is profitable.

It includes an introduction to multi-period reporting.

This Advanced Xero Course training workbook is included when you enrol into the Xero Accounting Training Course (517) – Advanced Certificate (Projects and Job Tracking) .


Advanced Certificate in Xero Course Case Study: The $600 Garden Shed

This Advanced Xero Course subject goes through the issues faced by tradies, handymen and builders when they quote for jobs that require products, parts, labour and time management.

We use financial information to see what can be improved, what needs to change and what is doing very well.

We look at tasks which take up time and incur expenses and blow out the profitability of jobs of all sorts of sizes – even small ones like this one..

In this course we keep track of the following events and the costs associated with them:

  • Measure size and slope of land
  • Estimate how deep the land needs to be dug
  • Work out how much steel reinforcement bars are needed
  • How many bags of cement are needed?
  • What type of cement is needed?
  • Tools needed to complete the project
  • Time for completion
  • How many people are needed and when are they available?
  • Whether the shed is onsite or does it need to be collected and delivered?
  • Is there power to the site?
  • What is the weather going to be like?

Learn more about the practical case study included in this course.

Practical Step-by-step exercises

Learn advanced bookkeeping tasks by using Xero for business administration tasks you’ll be performing in the workplace. These are the issues you’ll face and document in this Advanced Xero Course case study:

  1. Some of the products are in stock, but more are needed to complete the job
  2. It takes two hours for the grass to be dug up and put aside
  3. A trip needs to be made to Bunnings for wood and nails for the formwork (needed to pour a slab)
  4. The formwork takes two hours to build
  5. One of the tradespeople has to go to Bunnings again to get the reinforcement and plastic sheeting
  6. It rains so they must leave the project for the day, after assembling the formwork
  7. They come back two days later (after completing another indoor job elsewhere) and fill the formwork with concrete, bringing 10 bags of concrete from the depot and collecting another 10 bags from Mitre 10 on the way
  8. They fill the concrete and smooth it over then leave for the day
  9. Next Monday morning they go to the shed retailer and collect the shed to deliver it to the site (two hours in total after confirming that it has been paid and they have the right one – with the two sliding doors)
  10. They arrive at site and realise that there is no power for their tools; they need to ask the neighbour for use of their power and an extension cord
  11. They assemble the main outside frame but realise they need a third person and call for one of their workmates who is working 25 minutes away
  12. The 3rd worker is onsite for 30 minutes and the shed is fully assembled with roof and all.

Learn more about The $600 Garden Shed training case study