Course curriculum

  • 1

    Introduction

  • 2

    Overview of Settings

    • Xero Settings

    • Organisation Details

    • User Settings

    • Other Organisational Settings

    • Invoice Settings

    • Email Template

    • Find And Recode

    • Manual Journals

    • Fixed Assets

    • Various Advanced Settings

    • Financial Settings

    • Tracking Categories

    • Conversion Balances

    • Importing Data
  • 3

    The Dashboard

    • The Dashboard

    • Dashboard
  • 4

    Chart of Accounts

    • Chart of Accounts

    • Chart of Accounts
  • 5

    Contacts

    • Contacts

    • Note About Contacts

    • Contacts
  • 6

    Sales

    • Sales

    • Invoice Basics

    • Products And Services

    • Quotes

    • Credit Notes

    • Statements
  • 7

    Purchases

    • Purchases

    • Purchases Overview

    • Batch Payments

    • Creating A Bill From a File

    • Creating A Bill from an Email
  • 8

    Bank Reconciliation

    • Quick Note Before the Start of this Chapter

    • Bank Reconciliation

    • Bank Reconcilaion - adding a bank account

    • Importing A Bank Statement

    • Coding The Bank Rec

    • Bank Rules

    • What Can Go Wrong
  • 9

    Payroll

    • Payroll

    • Payroll Overview

    • Payroll Settings

    • Employee Details

    • Leave

    • Timesheets

    • Payrun
  • 10

    Reporting and Business Activity Statements

    • Reporting & Activity Statements

    • Reports and Activity Statements
  • 11

    What Next

    • Further Training and Advisory Options

    • Exit Survey

    • Outro

Instructor(s)

Joanne McCauley

Joanne McCauley is the owner of Jigsaw Tax & Advisory as well as the creator of her blog Tradie WAGS and the podcast Money Honey Media. Her passion is to use her skills in tax , accounting and business advisory to help small business owners get the most out of their business.