Trainer and Course Introduction
  • Course Overview
  • Welcome and Trainer Introduction
  • What is Cloud Accounting and Xero
  • What makes Xero Different and Why Use It
Xero Offerings and a Free Trial Company in Xero
  • In This Section - Xero Offerings and Free Trial Company in Xero
  • Navigate Xero and Xero Features
  • Xero Subscription Plans
  • Xero for Your Business
  • Xero for Accountants and Bookkeepers
  • Create a 30 days Free Trial Company in Xero
Default Company Settings in Xero
  • In This Section - Default Company Settings in Xero
  • Xero Login Screen Overview
  • Input Organization Details in Xero
  • Branding Theme - Invoice Settings and Templates in Xero
  • E-mail Templates in Xero
Set-up Chart of Accounts in Xero
  • In This Section - Set-up Chart of Accounts in Xero
  • View Existing Chart of Accounts in Xero
  • Add a New Account in Chart of Accounts
  • Import Bulk List of Chart of Accounts in Xero
  • Edit, Delete and Archive an Account in Xero
Add, Import and Edit Product and Services in Xero
  • In This Section - Add, Import and Edit Product and Services in Xero
  • Add a New Product or Service in Xero Company
  • Import List of Items in Xero
  • Edit and Mark Active/In-active Items in Xero
Set-up Customers and Suppliers in Xero.
  • In This Section - Set-up Customers and Suppliers in Xero
  • View All Contacts in Xero.
  • Add New Customer in Xero.
  • Edit Customer Details.
  • Add New Supplier and Edit Supplier Details.
  • Import Customers/Suppliers List.
Record Invoices and Create Quotes in Xero.
  • In This Section - Record Invoices and Create Quotes
  • Create a New Invoice.
  • View All Invoices in Xero.
  • Edit an Invoice.
  • Receive Payment Against Invoice.
  • Invoice Copy-to Function.
  • Create and View Quotes in Xero.
Record Bills and Create Purchase Orders in Xero.
  • In This Section - Record Bills and Create Purchase Orders.
  • Create New Bill in Xero.
  • View all Bills in Xero.
  • Edit and Copy Bills.
  • Record Payment Against Outstanding Bills.
  • Create and View Purchase Orders in Xero.
Banks Accounts and Reconciliation in Xero
  • In This Section - Bank Accounts and Reconciliation in Xero.
  • Add Bank Account and Bank Accounts Snapshot.
  • Import Bank Statement.
  • Spend Money, Receive Money and Transfer Money Functions.
  • Add Bank Rules in Xero.
  • Reconcile Bank Account and Reconciliation Report in Xero.
Recording Journal Entries in Xero.
  • In This Sectiion - Recording Journal Entries.
  • Add a single Manual Journal.
  • View Journal Report in Xero.
  • Import Multiple Manual Journals.
  • Post multiple Manual Journals.
Fixed Assets and Depreciation in Xero.
  • In This Section - Fixed Assets and Depreciation in Xero.
  • Enable Fixed Assets Feature and View Fixed Assets Panel.
  • Add Fixed Asset Type.
  • Record and Register a Fixed Asset.
  • Run Depreciation on Fixed Assets.
Overview of Payroll and Taxation in Xero. (Overview Only)
  • In This Section - Overview of Payroll and Taxation in Xero.
  • Payroll Settings in Xero – COA – Calendars – Holidays.
  • Add an Employee and Basic Settings.
  • Pay your Employees – Process Pay Run.
  • Adding Tax Rates in Xero.
  • Overview of Reports Related to Taxes.
Reports in Xero
  • In This Section - Reports Overview.
  • Reports Overview.
  • Profit and Loss Report – Custom Settings.
  • Balance Sheet Report.
  • Inventory List, Aged Receivables, Aged Payables.
  • Account Summary and Account Transactions Report.
  • Year-end Reports - Trial Balance, General Ledger, Journal Report.
Xero Course Conclusion
  • Course Conclusion.