Mastering Projects In Xero

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Xero Projects: the Complete Guide - from Beginner to Expert in 2 hours

Last updated 2022-01-10 | 4.4

- Understand what Xero Projects is all about
- Set up Xero Projects
- Enter transactions in Xero Projects

What you'll learn

Understand what Xero Projects is all about
Set up Xero Projects
Enter transactions in Xero Projects
Invoice Xero Projects
Review Xero Projects
Understand reporting in Xero Projects
Complete a practical Assignment
Determine if Xero Projects is right for your business
Go from beginner to expert in 2 hours

* Requirements

* A basic knowledge of using accounting software is expected
* Your own Xero account ( a free 30-day trial is OK)

Description

In this 'Mastering Projects in Xero' course I will teach you everything you need to know about the all new Xero Projects.  I've done all the hard work so that you can go from beginner to expert in 2 hours.

I will show you step-by-step how to set up Xero Projects, enter transactions and invoice your customers.

I will then explain in detail how to review Xero Projects and run reports to check the profitability of your projects.

At the end of the course there is a practical assignment for you to complete. This is great for determining if Xero Projects is right for your business.

As well as being suitable for regular Xero users, it's a great course for busy accountants and bookkeepers who quickly want to get to grips with Xero Projects so that they can give support to their clients.

The course is suitable for all levels, so although basic accounting knowledge would help it's not essential. 

I look forward to sharing my Xero knowledge with you, so what are you waiting for?

Who this course is for:

  • Bookkeepers - whether you are new to Xero or using it regularly
  • Aspiring bookkeepers - do you want to earn a living from Xero?
  • Accountants - do you want to improve your Xero knowledge quickly?
  • Regular Xero users wanting to find out if Xero Projects is right for their business
  • Anybody wanting to quickly move from Beginner to Expert in Xero Projects

Course content

9 sections • 50 lectures

Introduction 1 lectures

Introduction Preview 02:36

Understanding Xero Projects 3 lectures

Introduction Preview 00:46

What is Xero Projects? Preview 01:55

Why use Xero Projects? Preview 02:34

Setting up Xero Projects 10 lectures

Introduction Preview 00:48

Adding Users to Xero Projects Preview 01:48

Adding Staff Cost Rates Preview 01:02

Naming Projects Preview 02:34

Creating a New Project Preview 01:39

Editing a Project Preview 01:14

Naming Tasks Preview 01:21

Setting up Tasks as Inventory Items Preview 01:47

Adding Tasks to a Project Preview 03:07

Editing Tasks on a Project Preview 01:51

Entering Project Transactions 10 lectures

Introduction Preview 00:51

Adding Your Time to a Project Preview 04:33

Adding another User's Time to a Project Preview 02:38

Editing Time on a Project Preview 02:38

Adding Expenses to a Project Preview 03:13

Editing Expenses on a Project Preview 01:25

Assigning a Bill to a Project Preview 03:16

Editing a Bill assigned to a Project Preview 03:59

Assigning a Spend Money Transaction to a Project Preview 01:17

Editing a Spend Money Transaction assigned to a Project Preview 02:04

Invoicing Projects 6 lectures

Introduction Preview 01:03

Creating a Deposit Invoice Preview 02:54

Creating a Tasks and Expenses Invoice Preview 03:42

Creating a Project Amount Invoice Preview 04:10

Assigning a Sales Invoice Line to a Project Preview 04:58

Editing a Project Invoice Preview 05:30

Reviewing Projects 3 lectures

Introduction Preview 00:44

Searching and Sorting Projects Preview 02:14

Reviewing Time, Expenses and Invoices Preview 04:41

Reporting and Closing Projects 6 lectures

Introduction Preview 01:06

Project Details Report - Part 1 Preview 08:09

Project Details Report - Part 2 Preview 03:40

Project Details Report - Part 3 Preview 03:45

Project Summary Report Preview 06:43

Closing and Re-opening a Project Preview 01:42

Your Assignment 8 lectures

Introduction Preview 01:00

Creating a Xero Trial Account for Projects Preview 01:43

Task 1 - Creating a Project Preview 00:34

Task 2 - Adding Time to your Project Preview 00:25

Task 3 - Adding Expenses to your Project Preview 00:32

Task 4 - Editing your Project Preview 00:36

Task 5 - Invoicing your Project Preview 00:37

Task 6 - Report / Review your Projects Preview 00:40

And Finally ... 3 lectures

Congratulations and Thank You Preview 00:39

Course Information Preview 01:21

Bonus Lecture: What Next? Preview 01:10