Overview
In the UK, professionals skilled in Xero Projects and Job Costing can expect lucrative opportunities, with annual salaries ranging significantly based on experience and industry. This comprehensive course offers a detailed understanding of Xero Projects, focusing on its application in job costing scenarios. Learners will explore various aspects of Xero, from setting up and managing small to larger projects, to handling quotes, products, services, and invoicing. The structured modules guide through the theoretical foundations, ensuring a thorough grasp of Xero’s capabilities and applications in various business contexts.
Learning Outcomes:
- Understand the basics of Xero Projects and identify scenarios where it is most effective.
- Gain knowledge in setting up and managing projects, including staff setup, cost rates, and permissions.
- Learn to create, assign, and manage quotes, as well as convert them from tasks and expenses.
- Acquire skills in adding and invoicing products and services in Xero, including both tracked and untracked inventory.
- Develop competence in generating different types of invoices and using Xero for comprehensive project management.
- Gain insights into project reporting and performance measurement, enhancing project and profit & loss understanding.
Description
The Xero Projects & Job Costing course offers an in-depth exploration into managing projects and finances using Xero. Starting with an introduction to the software, the course progresses through practical modules that cover every aspect of project management within Xero. Participants will learn to set up projects and staff, manage small to large scale projects, and handle various types of invoicing and reporting. The course also delves into the specifics of handling products and services in projects, including both tracked and untracked inventory, enhancing understanding of project financials. With a focus on theoretical knowledge, the course provides a solid foundation for managing business projects and finances effectively using Xero.
Why Choose Us?
- This course is accredited by the CPD Quality Standards.
- Lifetime access to the whole collection of the learning materials.
- Online test with immediate results.
- Enroling in the course has no additional cost.
- You can study and complete the course at your own pace.
- Study for the course using any internet-connected device, such as a computer, tablet, or mobile device.
Certificate of Achievement
Upon successful completion, you will qualify for the UK and internationally-recognised CPD certificate and you can choose to make your achievement formal by obtaining your PDF Certificate at a cost of £4.99 and Hardcopy Certificate for £9.99.
Disclaimer
This course will teach you about Xero accounting software and help you improve your skills using it. It’s created by an independent company, & not affiliated with Xero Limited. Upon completion, you will earn a CPD accredited certificate, it’s not an official Xero certification.
Who Is This Course For?
- Business owners looking to streamline project management and job costing.
- Accountants and financial professionals seeking to enhance their Xero proficiency.
- Project managers aiming to integrate financial tracking into their project management skills.
- Finance students or recent graduates aiming to add Xero expertise to their skillset.
- Administrative and support staff in businesses that use Xero for project management.
- Freelancers and consultants requiring efficient project and financial management tools.
Requirements
The Xero Projects & Job Costing course requires no prior degree or experience. All you require is English proficiency, numeracy literacy and a gadget with stable internet connection. Learn and train for a prosperous career in the thriving and fast-growing industry of Xero Projects & Job Costing, without any fuss.
Career Path
- Xero Certified Advisor
- Project Manager with Xero expertise
- Financial Controller in firms using Xero
- Bookkeeper with Xero specialization
- Business Consultant advising on Xero integration
- Freelance Xero Specialist
- Xero Support Specialist in tech firms
Order Your Certificate
Course Curriculum
| Module 01: Introduction | |||
| Introduction | 00:02:00 | ||
| When to Use Projects | 00:03:00 | ||
| Module 02: Getting Started | |||
| Demo Company | 00:04:00 | ||
| Tour of Screens | 00:07:00 | ||
| Module 03: Setting up Staff | |||
| Adding Staff Cost Rates | 00:07:00 | ||
| Users and Permissions | 00:04:00 | ||
| Module 04: Small Project Example | |||
| Introduction – Small Project | 00:01:00 | ||
| Adding Projects | 00:04:00 | ||
| Adding Tasks & Estimated Costs | 00:09:00 | ||
| Adding Time & Expenses | 00:05:00 | ||
| Sending a Time & Expenses Invoice | 00:06:00 | ||
| Adding More Time & Expenses | 00:05:00 | ||
| Sending a Final Time & Expenses Invoice | 00:04:00 | ||
| Module 05: Quotes | |||
| Introduction – Quotes | 00:01:00 | ||
| Creating & Assigning Quotes | 00:03:00 | ||
| Creating Quotes from Tasks & Expenses | 00:04:00 | ||
| Creating Quotes from Project Amounts | 00:02:00 | ||
| Module 06: Products & Services | |||
| Introduction – Products & Services | 00:01:00 | ||
| Adding Supplier Bills to Projects | 00:06:00 | ||
| Adding Services to Projects | 00:07:00 | ||
| Adding Untracked Inventory to Projects | 00:04:00 | ||
| Adding Tracked Inventory to Projects | 00:06:00 | ||
| Module 07: Invoicing | |||
| Introduction – Invoicing | 00:01:00 | ||
| Project Amount Invoices | 00:04:00 | ||
| Deposit Invoices | 00:05:00 | ||
| Tasks & Expenses Invoices | 00:05:00 | ||
| Invoicing from Quotes | 00:07:00 | ||
| Module 08: Reporting | |||
| Measuring Task Performance | 00:05:00 | ||
| Project Summary Report | 00:03:00 | ||
| Module 09: Bigger Project Example | |||
| Introduction – Bigger Project | 00:01:00 | ||
| Bigger Project | 00:22:00 | ||
| Module 10: Projects and Profit & Loss | |||
| Projects and Profit & Loss | 00:03:00 | ||
| Module 11: Thank You | |||
| Thank You | 00:01:00 | ||
| Assignment | |||
| Assignment -Xero Projects & Job Costing | 00:00:00 | ||
| Order Your Certificate | |||
| Order Your Certificate | 00:00:00 | ||
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