[Omni] Xero Perpetual
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About the Course
This course will cover how to use the Xero Online Accounting Integration. Throughout this course we will be following the Perpetual method of accounting.
We recommend only enrolling into this course once you've finished the Xero Introduction course and you are using the Perpetual method of accounting.
Course Categories
Accounting: Omni
Course Instructor
Cin7 Academy Team
Course Progress
Course Outline
-
Introduction
- Introduction
-
Setup
- Initial Setup - Perpetual Method
- Xero General Setup
-
Sales Tab
- Sales Tab
- Importing Sales Orders
- Importing Customer Credit Notes
-
Purchases Tab
- Purchases Tab
- Importing Purchase Orders
- Importing Supplier Credit Notes
- Importing Landed Costs
-
Adjustments and COGS Tab
- Adjustments and COGS Tab
- Importing Adjustments
- Importing COGS
-
Alternative GL Accounts
- Creating Alternative GL Accounts
- Manually Assigning Alternative GL Accounts
- Automating Alternative GL Account Assignments
-
Alternative Tax Rates
- Manually Assigning Alternative Tax Rates
- Automating Alternative Tax Rates Assignments
-
Deposits
- Setting up Deposits
- Adding a Deposit to a Purchase or Sales Order
- Reversing Deposits
-
Tracking Categories
- Tracking Categories
-
Survey
- Course Survey
About the Course
This course will cover how to use the Xero Online Accounting Integration. Throughout this course we will be following the Perpetual method of accounting.
We recommend only enrolling into this course once you've finished the Xero Introduction course and you are using the Perpetual method of accounting.
Course Outline
-
Introduction
- Introduction
-
Setup
- Initial Setup - Perpetual Method
- Xero General Setup
-
Sales Tab
- Sales Tab
- Importing Sales Orders
- Importing Customer Credit Notes
-
Purchases Tab
- Purchases Tab
- Importing Purchase Orders
- Importing Supplier Credit Notes
- Importing Landed Costs
-
Adjustments and COGS Tab
- Adjustments and COGS Tab
- Importing Adjustments
- Importing COGS
-
Alternative GL Accounts
- Creating Alternative GL Accounts
- Manually Assigning Alternative GL Accounts
- Automating Alternative GL Account Assignments
-
Alternative Tax Rates
- Manually Assigning Alternative Tax Rates
- Automating Alternative Tax Rates Assignments
-
Deposits
- Setting up Deposits
- Adding a Deposit to a Purchase or Sales Order
- Reversing Deposits
-
Tracking Categories
- Tracking Categories
-
Survey
- Course Survey
Course Categories
Accounting: Omni
Course Instructor
Cin7 Academy Team
