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Software Development & Programming
Xero Setup & Finance Management Course – Small Business Accounting Essentials
How to customise your Xero hompage to track cash flow and KPI's

How to customise your Xero hompage to track cash flow and KPI's

Xero Setup & Finance Management Course – Small Business Accounting Essentials

محتوى الكورس

جميع الدروس
19 درس
02:09 Understand Xero invoices easily: How JAX provides clarity
02:58 Boost Xero productivity: Use JAX chat for quick tasks and insights
05:14 How to customise your Xero hompage to track cash flow and KPI's
02:55 Streamline your finances: Xero automatic bank reconciliation guide
02:46 Xero Bank Reconciliation: Create Transactions (Spend Money/Receive Money)
01:26 How to Reconcile Bank Transactions in Xero (Matching & Creating)
06:19 How to import bank statements into Xero (CSV guide)
05:56 How the Xero bank reconciliation works (Match, create, and automate)
01:57 How to enter a supplier bill (purchase invoice) in Xero
06:15 Xero purchases overview: Track bills to pay (accounts payable)
11:39 Xero accounting software: Easily manage your small business finances
02:21 Automate invoices in Xero using JAX
06:16 How to create and send invoices in Xero
01:23 How to customise your Xero invoice template
05:49 Guide to the Xero sales overview and invoices
03:34 How to Add Your Starting Bank Balance in Xero Conversion Balances
03:02 How to connect your bank account and set up bank feeds in Xero
04:27 How to update your financial settings in Xero (year end, tax, and lock dates)
03:13 Review organisation details: Essential setup steps for Xero