Future Accountants
About this Program
Contact
Ongoing Support
Neha will be available online on Fridays 2:30pm - 3:00pm (AEDT) and on Sundays 5:00pm - 5:30pm (AEDT) for online questions and queries. You can email course related questions to [email protected].
Upon joining, you will have access to a closed facebook group for all your questions and will receive a zoom link for your twice weekly support sessions.
Course curriculum
Duration: 8 Weeks (1.5 hr session per week)
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1
Welcome to the course!
- A message from the instructor
- Welcome Pack
- How to use this course
- Before we begin...
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2
Module 1: Xero file review - within Xero and add ons
- In this module you will learn how to review Xero file with and without Add ons
- Overview
- Video Lesson - Xero Review
- Xero - Checklist Excel used
- Introducing Xero file review using Dext Precision
- Using some add ons for review - Dext Precision
- Short video on Xbert
- Test your learning
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3
Module 2: Xero (brief set up) with Hubdoc and Stripe
- In this module you will learn the basic setup of Xero from beginning to end. In addition, we will touch on set up post migration for where client data is migrated by migration agency.
- Overview
- Links
- Video Lesson - Xero set up
- Video Lesson - HubDoc Set up -1
- Video Lesson - HubDoc Set up -2
- Bookkeeping_Hubdoc_Notes
- Video Lesson - Stripe Set up and management - Process
- Test your learning - Xero
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4
Module 3: General Ledger Reconciliations
- In this module you will learn how to complete the reconciliation for bank and general ledger as well as learn the EOM/EOY/EOQ processing.
- Overview
- Links
- General Ledger reconciliation
- Monthly Closing Checklist
- GST Reconciliation template
- Test your learning
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5
Module 4: Payroll Reconciliation
- In this module you will learn the ins and outs of payroll including - setup, processing, single touch payroll, super and workcover.
- Overview
- Notes
- Video Lesson - Payroll Reconciliation
- Video Lesson - Xero - Superannuation
- Employee Forms
- Links
- Test your learning
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6
Module 5: Custom Reporting in Xero
- In this module you will learn about management reporting in Xero as well as financial reporting in Xero.
- Overview
- Notes
- Video Lesson - Xero
- Links
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7
Module 6: Xero HQ reporting
- In this module you will learn about the setup, reconciliation, disposal, depreciation and journals of Fixed Assets.
- Overview
- Notes
- Video Lesson - Xero fixed assets
- Fixed Asset Register template
- Links
- Test your learning
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8
Module 7: BAS/IAS/Payroll Tax/GST Brief and using Xero Tax to automate
- In this module you will learn how to reconcile, process and lodge the BAS, IAS and Payroll tax.
- Overview
- Notes
- Payroll Tax Overview
- GST, PAYGW, IAS & BAS Overview
- Payroll Tax - Xero
- GST, PAYGW, IAS & BAS - Xero
- Xero - Example Reports
- Links
- Test Your Learning - Final Test
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9
Module 8: Fixed Assets Reconciliation
- Fixed Asset Reconciliation - Overview
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10
Next steps
- More resources for you...
- Before you go...
- Congratulations! You have now completed the course!
