What’s covered in this course?

The Daily Transactions Training Course is detailed and extensive and will teach you how to perform most of the tasks that a small or large business needs to perform on a daily and weekly basis. You’ll learn everything from creating quote to invoicing and receiving payments, creating inventory items and purchasing products and services as well as the common A/R and A/P reports and good credit management procedures.

 

The Sales Dashboard: Invoicing, Payments and Quotes

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

 

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

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

 

Products & Inventory Management

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

 

Receive Payments, Spend Money, Contras and Transfers 

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

 

Receipts & Expense Claims

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

 

Credit Management & End of Period Reports

• Accounts Receivable with Aging
• Accounts Payable Reports
• Daily Transactions Course – Reports – Balance Sheets 
• Daily Transactions Course – Profit and Loss Statements 

 

Back to Short Courses in Xero, QuickBooks & MYOB AccountRight and MYOB Essentials