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This courses features nearly 30 full lectures of information, along with slides to take away and quizzes for quick learning. Designed by a small business owner, with years of experience implementing accounting into businesses, this course is designed to give users of Xero a fantastic overview of the system and a springboard to use the system efficiently within their own business.
As questions come in from students on some of the more common stumbling blocks we will continue to add lectures to answers these for the benefit of all. I have also included as a bonus some training on Microsoft Excel and the use of it for reporting purposes and creating customised dashboards.
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|Section 1: Introduction|
|A brief introduction into this course and what will be covered|
|For those who are not aware, what is Xero and what advantages can it give your business...?|
|How to handle questions and queries as you run through this course.|
|A background on myself and my history before teaching this course.|
|Section 2: 'My Xero' Dashboard|
|Section 3: Settings and Help|
|Section 4: 'Your Company' Dashboard|
So Far So Good...!
|Section 5: Accounts|
|Section 6: Payroll|
Employees and Setup
Timesheets and Pay Runs
|Section 7: Reports and Adviser|
Reports, Favourites and Publishing
|Section 8: Contacts|
|Section 9: Summary|
Review and Thanks
|Section 10: Bonus Material - Microsoft Excel Tools For Xero|
A basic introduction to the tool for Microsoft Excel and how they can be used to produce detailed reports and dashboard on your business.
Some inital training in Excel to understanding the basics of navigation, design and data manipulation.
|Section 11: Bonus Material - Microsoft Outlook Tools for Xero|
A highly driven business, support and project manager with experience gained across a range of both geographic and business cultures. To date I have worked in industry in both the UK and Australia, managing multi-cultural teams, and also with key stakeholders in New Zealand and the USA. Business experience combined with the area of degree study means I possess a wide understanding of business planning and change management, as well as day-to-day operations, sales and business support.