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Xero Periodic
[Omni] Xero Periodic
[Omni] Xero Periodic

About the Course

This course will cover how to use the Xero Online Accounting Integration. Throughout this course we will be following the Periodic method of accounting.

We recommend only enrolling into this course once you've finished the Xero Introduction course and you are using the periodic method of accounting.

Course Categories

Accounting: Omni

Course Instructor

Cin7 Academy Team
Cin7 Academy Team
Course Progress
Not started
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Course Outline
  1. Setup
    1. Initial Setup - Periodic Method
    2. Xero General Setup
  2. Sales Tab
    1. Sales Tab
    2. Importing Sales Orders
    3. Importing Customer Credit Notes
  3. Purchases Tab
    1. Purchases Tab
    2. Importing Purchase Orders
    3. Importing Supplier Credit Notes
    4. Importing Landed Costs
  4. Alternative GL Accounts
    1. Creating Alternative GL Accounts
    2. Manually Assigning Alternative GL Accounts
    3. Automating Alternative GL Account Assignments
  5. Alternative Tax Rates
    1. Manually Assigning Alternative Tax Rates
    2. Automating Alternative Tax Rates Assignments
  6. Deposits
    1. Setting up Deposits
    2. Adding a Deposit to a Purchase or Sales Order
    3. Reversing Deposits
  7. Tracking Categories
    1. Tracking Categories
  8. Survey
    1. Course Survey
course
Xero Periodic
[Omni] Xero Periodic
Course Progress
Not started
Sign In

About the Course

This course will cover how to use the Xero Online Accounting Integration. Throughout this course we will be following the Periodic method of accounting.

We recommend only enrolling into this course once you've finished the Xero Introduction course and you are using the periodic method of accounting.

Course Outline
  1. Setup
    1. Initial Setup - Periodic Method
    2. Xero General Setup
  2. Sales Tab
    1. Sales Tab
    2. Importing Sales Orders
    3. Importing Customer Credit Notes
  3. Purchases Tab
    1. Purchases Tab
    2. Importing Purchase Orders
    3. Importing Supplier Credit Notes
    4. Importing Landed Costs
  4. Alternative GL Accounts
    1. Creating Alternative GL Accounts
    2. Manually Assigning Alternative GL Accounts
    3. Automating Alternative GL Account Assignments
  5. Alternative Tax Rates
    1. Manually Assigning Alternative Tax Rates
    2. Automating Alternative Tax Rates Assignments
  6. Deposits
    1. Setting up Deposits
    2. Adding a Deposit to a Purchase or Sales Order
    3. Reversing Deposits
  7. Tracking Categories
    1. Tracking Categories
  8. Survey
    1. Course Survey

Course Categories

Accounting: Omni

Course Instructor

Cin7 Academy Team
Cin7 Academy Team