Getting Started - Getting Setup - Xero 2020
1
.10 Xero Free 30-Day Trial
Customer Cycle , Cycle, or Accounts Receivable Cycle - Xero 2020
2
1.15 Customers Section Flow
3
1.16 Customer Section Invoice
4
1.17 Customers Section Receive Payment
5
1.18 Customers Section Deposit from Clearing
6
1.19 Customers Section Sales Receipts
Vendor Cycle, Purchases Cycle, or Sales Cycle - Xero 2020
2
1.20 Vendors Section Bill Form
3
1.22 Vendor Section Payable Payment
4
1.23 Vendors Section Purchase Order
5
1.24 Vendors Section Check
Employee Cycle and Other Core Features - Xero 2020
5
1.45 Print & Export Reports to Excel
Balance Sheet Reports - Xero 2020
3
2.15 Balance Sheet Report Settings
4
2.20 Balance Sheet Edit Layout
5
2.30 Comparative Balance Sheet
6
2.40 Summary Balance Sheet
7
2.50 Memorize Custom Report Group
Profit and Loss or Income Statement Reports - Xero 2020
2
3.20 Comparative Income Statement
3
3.25 Vertical Analysis Income Statement
4
3.30 % of Expense Income Statement
Statement of Cash flows & Other Common Reports - Xero 2020
1
4.10 Statement of Cash Flows
2
4.20 Income By Contact Report
3
4.30 Aged Receivables Report
4
4.35 Aged Payables Reports
Course Project Start - Set Up New Company File, Preferences, & Users
2
6.01 Set Up Organization Details
4
6.03 Add Apps, Currencies, & Subscriptions
5
6.05 Payment Services, Invoicing, & Features
6
6.06 Projects, Files, & Other Settings
Set Up Service & Inventory Items & Enter Inventory Beginning Balance
3
6.10 Items - Service Set Up Part 1
4
6.11 Items - Service Set Up Part 2
5
6.13 Items – Inventory Set Up Part 1
6
6.14 Items – Inventory Set Up Part 2
7
6.14 Items – Inventory Set Up Part 3
Add Customers & Vendors - Enter AR and AP Beginning Balances
1
6.15 Set Up Customers & Beginning Balances
2
6.20 Set Up Vendors & Beginning Balances
Add Accounts & Beginning Balances, Checking, Credit Card, Notes Payable, Equip.
4
6.28 Add Equipment Account
Adjust Equity, Payroll Options, & Reports
2
6.55 Generate Transaction Detail Report
Month 1 - Deposits from Owner & Loan, Purchase Furniture, Sales Tax Set Up
1
7.05 Record Owner & Loan Deposit
2
7.10 1 Record Purchase Furniture
3
7.10 2 Record Short-Term Investment
Month 1 - Purchase Orders & Invoices
1
7.17 Purchase Order Part 1
2
7.18 Purchase Order & Add Inventory Item
3
7.20 Part 1 Create an Invoice with Inventory Part 1
4
7.20 Part 2 Create an Invoice with Inventory
Month 1 - Receive Payments Forms
1
7.25 Part 1 Receive Payment
2
7.25 Part 2 Receive Payment
Month 1 - Sales Receipt & Deposit
1
7.30 Part 1 Sales Receipt
2
7.30 Part 2 Sales Receipt Service Item
3
7.35 Deposit Records Group Deposits
Month 1 - Receive Inventory & Link Expense Form to Purchase Order
1
7.40 1 P.O. Billed & Paid Part 1
2
7.40 2 P.O. Billed & Paid Part 2
Create Invoice From Linked Billable Expense & Make Deposit
1
7.45 Invoice Created From Purchase Order Part 1
2
7.46 Invoice Created From Purchase Order Part 2
3
7.50 Receive Payment & Make Deposit
Month 1 – Enter Checks & Expenses & Pay Bills
1
7.55 Enter Check & Expense Forms
Month 1 – Customer Jobs & Sub Customers, Projects, & Payroll
2
7.70 Pay Employees Part 1