Unit 1: Payroll Settings

  • Organisation Understanding
  • Organisation Setup
  • Calendars Understanding
  • Calendars Setup

  • Holidays Understanding
  • Holidays Setup
  • Pay Items – Earnings Understanding
  • Pay Items – Earnings Setup
  • Pay Items – Deductions Understanding
  • Pay Items – Deductions Setup
  • Pay Items – Reimbursements Understanding
  • Pay Items – Leave Understanding
  • Pay Items – Leave Setup
  • Superannuation – Understanding
  • Superannuation – Industry Fund Setup
  • Superannuation – Self Managed Super Fund (SMSF) Setup

    Unit 3: Leave Entitlements

    • Understanding Leave Entitlements
    • Adding Opening Leave Balances
    • Adding Leave Accruals (Fixed Amount Each Period)
    • Adding Leave Accruals (Manually Recorded Rate)

    • Adding Leave Accruals (No Calculation Required)
    • Adding Leave Accruals (Based on Ordinary Hours)
    • Entering New Leave Request
    • Editing Leave Requests
    • Approving Leave Requests
    • Rejecting Leave Requests

      Unit 5:Completing a Pay Run

      • Pay Run Understanding
      • Adding a new Pay Run
      • Pay Run Overview Screen
      • Making changes to Employees Payroll

      • Posting a Pay Run
      • Reverting a Posted Pay Run Back to Draft
      • Downloading ABA file
      • Sending Pay Slips
      • Reconciling a Pay Run
      • Unscheduled Pay Run

        Unit 7: Payroll Obligations

        • Payroll Obligations Understanding
        • Paying Superannuation
        • Paying PAYG Withholding
        • Paying Deductions

        • Reconciling Obligation Payments
        • Generating Payment Summaries

          Unit 2: Adding Employees

          • Adding a new Employee
          • Adding Employee’s Basic Information
          • Employment Tab Understanding
          • Employment Tab Completion

          • Taxes Tab Understanding
          • Taxes Tax Completion
          • Bank Accounts Understanding
          • Bank Accounts Completion
          • Payslips Tab Understanding
          • Pay Template Understanding
          • Pay Template – Adding an Earnings Line
          • Pay Template – Adding a Deduction Line
          • Pay Template – Adding a Super Line
          • Pay Template – Adding a Reimbursement Line
          • Opening Balances Tab Understanding
          • Opening Balance Tab Completion
          • Notes Section Understanding
          • Setup Employee’s online Portal

            Unit 4: Timesheets

            • Timesheet Understanding
            • Adding a Timesheet
            • Creating a Timesheet as a Template
            • Using a Timesheet Template

            • Approving a Timesheet
            • Reverting an Approved Timesheet to Draft
            • Deleting a timesheet

              Unit 6: Payroll Reports

              • Payroll Reports Understanding
              • Run A Payroll Report
              • View & Filter Payroll Reports (Grouping)
              • View & Filter Payroll Reports (Hide Columns)

              • View & Filter Payroll Reports (Filter)
              • Export Payroll Reports
              • Print Payroll Reports

                Unit 8:Expense Claims

                • Expense Claims Understanding
                • Setting up expense Claims
                • Paying Expense Claims

                Unit 1:Conversion Balances

                • Conversion Balances Understanding
                • Conversion Date
                • Entering Conversion Balances
                • Entering Comparative Balances

                Unit 3:Expense Claims

                • Expense Claims Understanding
                • Entering Expense Claims
                • Approving Expense Claims
                • Editing Expense Claims

                • Decline Expense Claims
                • Paying Expense Claims
                • Searching Expense Claims
                • Enable Receipt Processing

                  Unit 5:Find & Recode

                  • Find & Code Understanding
                  • Match on any condition
                  • Match on all conditions
                  • Types of conditions

                  • Recode source transactions
                  • Recode with a manual transaction
                  • Recode History

                    Unit 7:Purchase Orders

                    • Purchase Orders Understanding
                    • New Purchase Order
                    • Send, Print and Delete Purchase Orders
                    • Submit for approval, Approve and Delete Purchase Orders

                    • Copy Purchase Orders
                    • Search Purchase Orders

                      Unit 9:Other Advanced Features

                      • Uncoded Statement Lines
                      • Projects
                      • History & Notes Activity
                      • Assurance Dashboard

                      Unit 2:Inventory

                      • Inventory Understanding
                      • Adding a new Item
                      • Inventory Item – tracked
                      • Inventory Item – not tracked

                      • Editing an Inventory Item
                      • Import Items
                      • Import Opening Balances– tracked
                      • Opening Balances – manually entered
                      • Adjustment – Decrease Quantity
                      • Adjustment – Increase Quantity
                      • Adjustment – Revaluation
                      • Deleting an Inventory Item
                      • Mark Inventory Item as Inactive

                        Unit 4:Fixed Assets

                        • Fixed Assets Understanding
                        • Fixed Assets Settings
                        • Asses Types
                        • Accounts

                        • Tax Reporting
                        • New Asset Setup
                        • Import Assets
                        • Export Assets
                        • Run Depreciation
                        • Roll Back Depreciation
                        • Delete an Asset
                        • Dispose an Asset

                          Unit 6:Currencies

                          • Multi-Currency Understanding
                          • Add a new currency
                          • Amend currency rate

                          Unit 8:Quotes

                          • Quotes Understanding
                          • New Quote
                          • Send, Print and Delete Quotes
                          • Accept and Decline Quotes

                          • Copy Quotes
                          • Copy Quotes Contents
                          • Search Quotes

                            Unit 1:Xero Fundamentals

                            • Cloud Based Accounting
                            • Logins, Access and Pricing
                            • Access My Xero
                            • Access the Xero Demo Company

                            • Add a new organisation
                            • Transitioning from MYOB or Reckon
                            • Organisation Settings Understanding
                            • Financial Settings Understanding

                              Unit 3:Users

                              • Understanding User Roles
                              • Add a user
                              • Edit a user
                              • Remove a user

                              • Invite Xero support

                                Unit 5:Chart of Accounts

                                • Chart of Accounts Understanding
                                • Account fields
                                • Import chart of accounts
                                • Add an account

                                • Edit an account
                                • Delete an account
                                • Archive an account
                                • Restore an account
                                • Export the chart of accounts

                                  Unit 7:Email Settings

                                  • Add an email address
                                  • Remove an email address
                                  • Edit email templates
                                  • Add email templates

                                  • Placeholders understanding

                                    Unit 9:Contacts

                                    • Contacts Understanding
                                    • Add a new contact
                                    • Import contacts
                                    • Edit a contact

                                    • Archive a contact
                                    • Restore a contact
                                    • Merge contacts
                                    • Export contacts
                                    • Add a new contact group
                                    • Using a contact group

                                      Unit 11:Invoicing – Sales

                                      • Invoice settings understanding
                                      • Invoice default settings understanding
                                      • Invoice default settings setup
                                      • Invoice reminders understanding

                                      • Invoice reminders setup
                                      • Creating a new branding theme
                                      • Branding theme input fields
                                      • Edit a branding theme
                                      • Delete a branding theme
                                      • Sales dashboard understanding
                                      • Create a new invoice
                                      • Attach a file to an invoice
                                      • Emailing an invoice
                                      • Printing an invoice
                                      • Add notes to an invoice
                                      • Edit an invoice
                                      • Void an invoice
                                      • Copy an invoice
                                      • Share an invoice
                                      • Add a payment to an Invoice
                                      • Send a receipt of payment
                                      • Repeating invoices understanding
                                      • Repeating invoice setup
                                      • Credit note understanding
                                      • Create a credit note
                                      • Apply a credit note
                                      • Refund a credit note
                                      • Invoice search
                                      • Statements understanding
                                      • Send statements
                                      • Batch deposits

                                        Unit 13:Reconciliations

                                        • Reconciliation understanding
                                        • Reconciliation screen
                                        • Match payments
                                        • Auto matched payments

                                        • Create payments
                                        • Transfer
                                        • Discuss
                                        • Add details
                                        • Part payments
                                        • Prepayments
                                        • Overpayments
                                        • Minor adjustments
                                        • Cash coding
                                        • Bank statement
                                        • Account transactions

                                          Unit 15:Business Activity Statements

                                          • Business Activity Statements Understanding
                                          • Business Activity Statement vs Instalment Activity Statement
                                          • Business Activity Statement settings
                                          • Business Activity Statements summary

                                          • Business Activity Statements audit report

                                            Unit 2:Dashboard

                                            • Xero dashboard understanding
                                            • Xero Menus
                                            • Xero Notifications
                                            • Help & Support

                                            • Xero Files
                                            • Upload afile to the inbox
                                            • Take a photo
                                            • Email afile to the inbox
                                            • Create a folder
                                            • Create atransaction from file

                                              Unit 4:Tax Rates

                                              • Tax Rates Understanding
                                              • Add a new tax rate
                                              • Edit a tax rate
                                              • Accounts using a particular tax rate

                                              • Advanced tax rates

                                                Unit 6:Tracking

                                                • Tracking Categories Understanding
                                                • Add a tracking category
                                                • Add a category option
                                                • Rename atracking category or category option

                                                • Delete/Achieve atracking category or category option
                                                • Restore a tracking category/category option

                                                  Unit 8:Other Settings

                                                  • Currencies
                                                  • Custom Contact Link Understanding
                                                  • Add a custom contact link
                                                  • Xero to Xero understanding

                                                  • Send Xero network invite
                                                  • Connected Apps Understanding
                                                  • Add a connected app
                                                  • Payment services understanding
                                                  • Add a payment service

                                                    Unit 10:Bank Accounts

                                                    • Bank Accounts & Bank Feeds Understanding
                                                    • Add a bank account
                                                    • Add a credit card
                                                    • Add a PayPal account

                                                    • Establish a bank account feed
                                                    • Establish a credit card feed
                                                    • Establishing a PayPal feed
                                                    • Account transactions
                                                    • New spend money transaction
                                                    • New receive money transaction
                                                    • New transfer money transaction
                                                    • Bank rulesunderstanding
                                                    • Create a bank rule
                                                    • Edit abank rule
                                                    • Import astatement

                                                      Unit 12:Purchases

                                                      • Purchase settings understanding
                                                      • Create a new bill
                                                      • Attach a file to a bill
                                                      • Printing a bill

                                                      • Add notes to a bill
                                                      • Edit a bill
                                                      • Void a bill
                                                      • Copy a bill
                                                      • Pay a single bill
                                                      • Pay multiple bills
                                                      • Create a bank file
                                                      • Send remittance advice to suppliers
                                                      • Repeating bills understanding
                                                      • Repeating bill setup
                                                      • Credit note understanding
                                                      • Create a credit note
                                                      • Apply a credit note
                                                      • Refund a credit note
                                                      • Bill search

                                                        Unit 14:Reports

                                                        • Reports understanding
                                                        • Common reports
                                                        • Report filters
                                                        • Adding a summary

                                                        • Save as draft
                                                        • Publish report
                                                        • Print report
                                                        • Export report
                                                        • Layout options understanding
                                                        • Create new layout
                                                        • Edit a layout
                                                        • Delete a layout
                                                        • Budget manager
                                                        • Add new budget
                                                        • Import budget
                                                        • Export budget