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: Software Setup
- 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
- Bonus Module - Bank feeds and Email set up
- Test your learning - Xero
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3
Module 2: Accounts Payable
- In this module you will learn how to manage, reconcile and understand the day to day workings on Accounts Payable.
- Notes
- Video Lesson - Xero Accounts Payable
- Video Lesson - Purchase Orders
- Notes - Purchase Orders
- Links
- Test your learning
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4
Module 3: Fixed Assets
- 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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5
Module 4: Accounts Receivables
- In this module you will learn how to manage, reconcile and understand the day to day workings on Accounts Receivable.
- Overview
- Video Lesson - Xero
- Xero - Sample Reports
- Links
- Test your learning
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6
Module 5: 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
- Bank reconciliation and allocation
- General Ledger reconciliation
- Xero - Reconciliations - Demo Company
- Monthly Closing Checklist
- Links
- Test your learning
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7
Module 6: Payroll
- 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 - Xero
- Video Lesson - Xero - Superannuation
- Employee Forms
- Links
- Test your learning
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8
Module 7: Basic Reporting
- 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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9
Module 8: BAS/IAS/Payroll Tax/GST
- 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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10
Next steps
- More resources for you...
- Before you go...
- Congratulations! You have now completed the course!
