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Xero Training Course (512) Daily Transactions & Credit Management
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Xero Training Course (512) Daily Transactions & Credit Management

$199.00 $129.00 inc GST

Learn about quotes, invoices, payment terms, accounts receivable, purchases, accounts payable, receipts and payments.

Estimated Course Duration: 12 hours

Training Manuals / Workbooks: 2 downloadable PDF format workbooks with step-by-step exercises

Certificate: Beginners Certificate in Xero when completed separately

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Description

Course Description

In the Xero Credit Controllers Beginners Course you will learn about the different dashboards for various parts of the Xero software. You will learn your way around the main screen dashboard, as well as your Sales and Purchases Dashboards.

Find out:

  • Accounts Receivable Tasks: How to send or issue invoices to one customer or many customers at the one time, to save a repeating invoice and much more.
  • Credit notes could not be simpler when using Xero; you won’t get confused with them, and they take seconds to generate, just like a sales invoice.
  • Accounts Payable Tasks: From the purchase dashboard is where we can manage our payables. Schedule payments, create bulk payments and ABA files, send suppliers a remittance, as well as process employee expense claims.

The Xero Credit Controllers Beginners Course includes training on:

  • Accounts Receivable: Entering Sales Invoices and Receiving Customer Payments
  • Accounts Payable: Entering Supplier Invoices and Entering Supplier Payments 
  • Transferring Money Between Accounts
  • Data Entry
  • Adding New Contacts
  • Edit existing Contacts and Coping with Duplicate Contacts
  • Navigating the Sales Dashboard
  • Entering Credit Note and Allocating them to invoices
  • Emailing or Printing Invoices
  • Entering a New Purchase Order
  • Sending a Purchase Order
  • Deleting Invoices
  • Voiding Invoices, Voiding Invoices when payments are applied
  • Internal Bank Transfers
  • Handling Over payments
  • Processing Contra Deals and 
  • Creating a Quote in Xero.

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Get your FREE Xero Accounts Receivable Training Course Workbook and Videos

The Sales Dashboard: Invoicing, Payments and Quotes

  • Xero Daily Transactions Course – Create New Accounts – Creating Your Chart of Accounts
  • Xero Daily Transactions Course – Create New Accounts – Add Bank Account
  • Xero Daily Transactions Course – Create New Accounts – Add Credit Card
  • Xero Daily Transactions Course – Create New Accounts – Modifying Your Chart of Accounts
  • Xero Daily Transactions Course – Set Up Contacts – Add New Contact
  • Xero Daily Transactions Course – Set Up Contacts – Edit Existing Contact
  • Xero Daily Transactions Course – Set Up Contacts – Merge Duplicate Contacts
  • Xero Daily Transactions Course – Set Up Contacts – Group Contacts
  • Xero Daily Transactions Course – Sales Dashboard – Create a Sales Invoice
  • Xero Daily Transactions Course – Sales Dashboard – Navigating the Sales Dashboard
  • Xero Daily Transactions Course – Sales Dashboard – Create a Draft Sales Invoice
  • Xero Daily Transactions Course – Sales Dashboard – Email or Print Invoices
  • Xero Daily Transactions Course – Sales Dashboard – Create a Branding Theme
  • Xero Daily Transactions Course – Sales Dashboard – Create a Quote
  • Xero Daily Transactions Course – Sales Dashboard – Accept and Create an Invoice for Quote
  • Xero Daily Transactions Course – Sales Dashboard – Copy an Invoice
  • Xero Daily Transactions Course – Sales Dashboard – Receive Customer Payment
  • Xero Daily Transactions Course – Sales Dashboard – Receive Payment for Multiple Invoices
  • Xero Daily Transactions Course – Sales Dashboard – Delete an Invoice
  • Xero Daily Transactions Course – Sales Dashboard – Void an Invoice
  • Xero Daily Transactions Course – Sales Dashboard – Void Invoice When Payment is Applied
  • Xero Daily Transactions Course – Sales Dashboard – Overpayments
  • Xero Daily Transactions Course – Sales Dashboard – Create and Allocate a Credit Note
  • Xero Daily Transactions Course – Sales Dashboard – Statements

The Purchases Dashboard: Supplier Invoices and Payments, Purchase Orders and Remittances

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  • Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Invoice
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Supplier Payment
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Print and Send a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Create a Bill from a Purchase Order
  • Xero Daily Transactions Course – Purchases Dashboard – Internal Bank Transfers
  • Xero Daily Transactions Course – Purchases Dashboard – Send a Remittance

Inventory Management

  • Creating new inventory items
  • Purchasing inventory items for stock
  • Selling inventory items
  • Running inventory reports general and detailed

See one of the explanation videos for an inventory report you’ll run after going through the real life exercises in this Xero Training Course

Other Transactions

  • Xero Daily Transactions Course – Other Transactions – Receive Money
  • Xero Daily Transactions Course – Other Transactions – Prepayments
  • Xero Daily Transactions Course – Other Transactions – Spend Money
  • Xero Daily Transactions Course – Other Transactions – Transfer Money
  • Xero Daily Transactions Course – Other Transactions – Process Contra Deal

Expense Claims

  • Xero Daily Transactions Course – Expense Claims – Add, Edit and Delete Receipts
  • Xero Daily Transactions Course – Expense Claims – Submit Claim for Approval
  • Xero Daily Transactions Course – Expense Claims – Authorise an Expense Claim
  • Xero Daily Transactions Course – Expense Claims – Pay an Expense Claim

Reports

  • Xero Daily Transactions Course – Reports – Balance Sheets 
  • Xero Daily Transactions Course – Profit and Loss Statements 

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