Sinet Xero Accounting Course Contents
1. Introduction to Xero
Cloud accounting introduction, Xero overview, Dashboard navigation
2. Setting Up Organization
Trial account setup, Organization creation, Financial settings
3. Chart of Accounts
Accounts create, Account types, Edit / archive accounts, Enter opening balance
4. Post manual journal
Post manual journal
5. Post manual journal with adjustment entries
Post manual journal with adjustment entries
6. Financial Reports
Profit and Loss statement, Balance Sheet, Cash Flow report, Custom reports
7. Inventory & Products
Adding inventory and non-inventory items, Tracking stock levels, Reporting on stock and sales
8. Contacts Management
Customer create, Supplier create, Import contacts, Enter opening balance
9. Purchases & Expenses
Entering and managing bills, Managing suppliers, Recording and tracking expenses
10. Sales & Invoicing
Creating and sending invoices, Setting up recurring invoices, Managing customer payments, Credit notes and overpayments, Sales reporting
11. Bank Accounts
Bank account add, Spend money, Receive money
12. Inventory Reports
Inventory Item Summary & Details, Products and Services List, Sales by Item Report, Purchase by Item Report, Inventory Value Report
13. Purchase Orders & Sales Quote
Create PO, Convert PO to bill, Create Quote, Convert to Invoice
14. Inventory adjustments
Damaged stock adjustment, Expired goods removal, Stock loss / theft adjustment, Physical stock count correction
, Opening stock correction, Inventory quantity increase or decrease, Inventory value correction, Promotional free items (offer items)
15. Tax Setup
GST / VAT setup, Tax rates create, Tax reports
16. Payroll
Employee create, Pay items, Pay run, Payslip generate, Leave types, Timesheets
17. Fixed Assets
Asset register, Depreciation
18. Projects
Project setup & Project costing, Invoicing from projects, Project profitability reporting
19. Budgeting
Budget create, Budget vs actual
20. Other features *
Backups and data exports, File attachment to invoices and bills, Notes and history tracking, Contact groups management, Email invoices directly to customers, Automatic invoice payment reminders
, Custom invoice branding and templates, Tracking categories (department / branch tracking), Budget manager, Cash coding for bank transactions, Find and recode transactions
, Lock dates for financial periods, Dashboard financial summary, Data export to Excel / CSV
* Each Session include:
Faculty training, Lab Practice, Lab Exercises and Portal based assignments.
* Sinet Education reserved the right to alter the course contents, offers, price, certificates etc.