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Xero Accounts Receivable, Accounts Payable & Data Entry & Credit Management Training Course 502

Xero Training Course (512) Daily Transactions & Credit Management

$199.00 inc GST

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

  • Course Duration: 12 hours (12 CPD Points)
  • Training Manuals / Workbooks: 2 downloadable PDF format workbooks
  • 2 business case studies with step-by-step exercises
  • Xero Beginners Certificate: Accounts Payable & Receivable Certificate in Xero
  • 12 months course access & support

CLICK HERE to enrol for $20 per week

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Description

Course Description

In the Xero Accounting Beginners Certificate Training 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 Management: 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.

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EzyLearn Discount Voucher Coupons online training for Office, Excel, Xero, MYOB, Marketing courses 2Ezylearn has regular special offers, discount coupons and combination bundles to save you money learning accounting, office administration and digital marketing skills. If you are at this page and interested in enrolling now check our current discounts to see if you can get an immediate discount.

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The Xero Beginners Certificate Training 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.

Learn about accounting jobs which require these skills.

FREE Xero Accounts Receivable Training Course Workbooks Sample

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Get your FREE Xero Accounts Receivable Training Course Workbook and Videos

 

Xero Beginners Certificate Training Course Detailed Outline

The Sales Dashboard: Bank Accounts, customer and supplier contacts

Keep track of every financial transaction for every bank card and credit card as well as PayPal, Stripe, Square or other account types used by most modern businesses. Use your Xero Accounting software to keep track of all business contacts too.

  • 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

The Sales Dashboard: Invoicing, Payments and Quotes

Keep a record of every quote, invoice, purchase and payment and use these to reconcile your bank accounts as well as followup for overdue payments and quotes which can turn into sales and future revenue.

  • Xero Daily Transactions & Credit Management Training Course 512 - Convert quote to invoiceXero 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

Keep track of the money owed by the business to suppliers. Typically displayed as Accounts Payable this section will teach you about managing the liabilities of a business.

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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 Accounting software does most of the journal entries automatically and gives you control to enter journal entries when you need to. This often occurs for direct debited payments, bank account fees and interest.

  • 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 Accounting makes it easier to keep track of expenses for the business as well as staff. With the purchase of Hubdoc Xero demonstrated their willingness to continuously provide cutting edge functionality to automate transactions and reduce manual data entry.

  • 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 

 

Upgrade to Xero Accounting + Xero Payroll Training Course Bundle

current special offers for MYOB, Excel, Xero and Word coursesXero Accounting is used every day to manage income and expense related transactions but another important and common use for Xero is Payroll. Pay runs are performed weekly and fortnightly but many businesses enable staff to keep track of expenses that they incur in the course of their work. This may incur work related expenses while with a client, working from home or using their own vehicle.

See what is included in the Xero Accounting Payroll Training Course

If you are interested in learning Xero Accounting and Xero Payroll we have a Xero Training Bundle which includes both courses at a discounted price. See the Xero Accounting + Xero Payroll Bundle.

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