Course curriculum

  • 1
    Invoicing
    • Learning objectives
    • 1. Sales overview
    • Create an Invoice
    • Add and edit repeating invoices
    • Credit notes
    • Edit paid invoices
    • Process a refund
    • Add an Invoice Reminder
    • Add an expected payment date to an unpaid invoice
    • Include or remove a file on an online invoice
  • 2
    Bills
    • Introduction
    • Bills dashboard
    • New bill
    • Email bills to Xero
    • Repeating bill
    • Billable expense
    • Attach Supporting Documents in a Bill
  • 3
    Bank Reconciliation
    • Add Bank Account
    • Import Bank Statement
    • Reconcile Invoices & Bills
    • Reconcile transactions for Part Payments, Prepayment, Overpayments, Bank Fees and Minor Adjustments
    • Create Bank Transactions
  • 4
    Setting up an Employee
    • Add employee contacts for Pay Run
  • 5
    Setting up Auto Super
    • Register for automated super payments
  • 6
    Single Touch Payroll
    • Set up Single Touch Payroll
    • Single Touch Payroll in Xero
  • 7
    Taxable Payment Report
    • About the Taxable Payments Annual Report
    • Run Taxable Payments Annual Report
    • Export report