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Master Accounts Payables & Receivables with Excel and Xero
Rating: 3.4 out of 5(26 ratings)
60 students

Master Accounts Payables & Receivables with Excel and Xero

A complete hands-on guide to learn accounts payables and accounts receivables in Xero & Excel
Created byPaul Chan
Last updated 10/2026
English

What you'll learn

  • Understand the end to end process of Accounts Payable / Procurement to Payment
  • Understand the job requirements and performing the job scope of an Accounts Payable / PTP role
  • Be confident in applying for Accounts Payable role on Jobs Portal
  • Understand the end to end process of Accounts Receivable / Order to Cash
  • Understand the job requirements and performing the job scope of an Accounts Receivable / OTC role
  • Be confident in applying for Accounts Receivable role on Jobs Portal
  • Getting started with Xero - Settings, financial year end, chart of accounts, currencies
  • Creating suppliers in Xero
  • Recording suppliers invoices in Xero and generating accounts payables reports
  • Creating customers in Xero
  • Recording sales invoices in Xero and generating accounts receivables reports

Course content

9 sections • 26 lectures • 1h 10m total length

  • Understand the end to end process of Accounts Payable / Procurement to Payment3:12

    Master the end-to-end accounts payable and procurement to payment process, from purchase requisition to payment, including purchase orders and goods receipts. Understand supplier invoices, double-entry records, and vendor payments.

  • Understand the job requirements of an Accounts Payable / PTP role2:33

    Understand typical accounts payable responsibilities—from invoicing and payments to journal entries and closing of accounts—along with required skills like Excel, communication, and bilingual abilities.

  • How to do the the job of an Accounts Payable / Procurement to Payment role4:15

    Learn the accounts payable workflow from requisition to payment, including creating purchase orders, recording goods receipts and invoices, posting debits and credits, and maintaining the vendor report.

Requirements

  • Basic mathematics skills
  • Logical thinking

Description

About this course

This is a beginner course for accounting / non accounting students to understand the AP / AR process.


This course aims to equip students with the following:

1) Understand the end to end process of Accounts Payable / Procurement to Payment

2) Understand the job requirements and how to perform the tasks of an Accounts Payable / PTP role

3) Help students to be confident in applying for Accounts Payable role on Jobs Portal

4) Understand the end to end process of Accounts Receivable / Order to Cash

5) Understand the job requirements and how to perform the tasks of an Accounts Receivable / OTC role

6) Help students to be confident in applying for Accounts Receivable role on Jobs Portal

7) Performing the data entry on excel and Xero


Course Highlights

1) Excel examples to go illustrate the Accounts Payable / Procurement to Payment process

2) Excel examples to go illustrate the Accounts Receivable / Order to Cash process


Course Materials

Excel file with illustrations


Course Curriculum

1) What is Accounts Payable / Procurement to Payment?

2) Process of Accounts Payable / Procurement to Payment
3) Illustration in excel

4) Download excel file for hands on

5) Understand the outstanding balances of each vendor

6) What is Accounts Receivable / Order to Cash

7) Process of Accounts Receivable / Order to Cash

8) Illustration in excel

9) Download excel file for hands on

10) Understand the outstanding balances of each customer


Who this course is for:

  • Accounting / Non accounting students
  • Junior accounts personnel
  • Sole proprietors / Entrepreneurs

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