Xero Bills and Purchases - The Complete Training Course
4.6 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
128 students enrolled

Xero Bills and Purchases - The Complete Training Course

Become an expert at bills and purchases in Xero bookkeeping & accounting software using Xero's Australian demo company
4.6 (42 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
128 students enrolled
Created by Mark Cunningham
Last updated 5/2020
English
English [Auto-generated]
Current price: $14.99 Original price: $69.99 Discount: 79% off
30-Day Money-Back Guarantee
This course includes
  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Learn how to set up an efficient bill payment process for your business
  • See how to create, edit, approve, print or void bills for your purchases
  • Find out how to save time by creating repeating bills that can be easily reconciled when paid
  • Learn how to create purchase orders and generate bills from approved POs
Requirements
  • Access to Xero's demo company
Description

Is your business failing to pay the bills on time because of a clunky process?

Is an inefficient approval process tripping you up and harming your business?

Are you struggling to keep on top of your purchases?

Paying bills on time is critical to keeping your suppliers happy. Let us show you how to create a smooth purchasing process in Xero.


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What will I learn from this course?

Our complete “Xero Invoicing and Sales” course will teach you everything you need to know about setting up and managing purchases and bills.

In just a few hours, you will learn skills such as creating repeating bills, managing customer contacts, attaching files to bills, creating purchase orders and setting up a bills approval process.

At the end of this course, you will be armed with the knowledge and skills to pay suppliers seamlessly and on time in Xero.


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What is the course structure?

** This course uses the Australian version of Xero however most concepts apply in all countries **

We use Xero’s amazing demo company to show you how to set up and manage invoices in Xero for your business.

Because we use the demo company, you can practise your skills in real time as you watch each lesson.

That way, you can learn by doing, as the whole course is one big interactive exercise!


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What topics are covered?

We cover a lot of topics on this course, including:

  • Taking a look at the main purchases and bills screens in Xero

  • How to create your first bill

  • How to create repeating bills

  • How to set up bill settings

  • How contacts and bills interact and how you can manage your customer contacts

  • The bill approval process and how to set approval permissions for your Xero users

  • Attaching files to bills in Xero

  • Credit notes and how to apply them in full or in part to bills

  • How to create purchase orders and how to create a bill out of a purchase order after it's approved

  • How to create and process batch payments

  • How to reconcile bill payments in your bank feed in Xero

  • We also take a tour of the reports Xero offer for purchases and billing, such as aged payables

By the end of our course you should have the confidence and know-how to set up and manage bills and purchases in Xero for your business.


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So what are you waiting for? Sign up today and get control over your bills and purchasing process in Xero.

See you on the course!

Who this course is for:
  • Bookkeepers and accountants who use Xero for their clients
  • Business owners who use Xero for their business
Course content
Expand all 26 lectures 01:43:48
+ Getting Started with Billing
4 lectures 21:17
Reset the Demo Company
00:26
Billing Screens Tour
04:15
Bill Settings
03:56

Let's do a few questions to see what you've learned so far.

Getting Started with Billing Quiz
1 question
+ Contacts and Bills
2 lectures 13:59
Contacts and Bills - Lesson 2
10:09

Here are a few questions on bills and contacts to test your knowledge.

Contacts and Bills Quiz
2 questions
+ Approving Bills
2 lectures 06:07
User Permissions
03:37
The Approval Process
02:30

Let's do a few questions on approving bills in Xero.

Approving Bills Quiz
2 questions
+ Common Billing Tasks
5 lectures 13:05
Editing Bills
06:33
Printing Bills
01:07
Deleting or Voiding Bills
02:28
Copying Bills
01:20

Here are a few questions on common billing tasks in Xero.

Common Billing Tasks Quiz
1 question
+ Credit Notes
1 lecture 03:46

Test your knowledge on credit notes for bills.

Credit Notes Quiz
1 question
+ Repeating Bills
1 lecture 05:36
How to Create Repeating Bills
05:36

Let's do a few questions on repeating bills.

Repeating Bills Quiz
2 questions
+ Products and Services (Inventory)
1 lecture 04:15
Using Products and Services on Bills
04:15
+ Purchase Orders
1 lecture 05:45
Creating and Using Purchase Orders
05:45
+ Paying Bills
4 lectures 17:12
Scheduling Bill Payments
03:39
Batch Payments
05:26
Reconciling Bill Payments
04:14
Sending Remittances
03:53

Let's do a few questions on paying bills.

Paying Bills Quiz
2 questions