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2 Daily Transactions, Quotes, Accounts Receivable, Payable & Inventory

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

  • Quote, Invoices, Order, Purchases, Payments & Daily Transactions Training-Courses-Trade-Creditors-Xero, QuickBooks & MYOBDaily 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 

  • Receive-payments-using-Xero, QuickBooks and MYOB-training-courses-300x200Daily 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 

 

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