Xero Not for Profit Organization

Learn Not for Profit accounting using Xero from a practicing CPA

4.30 (23 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
Xero Not for Profit Organization
20,721
students
9 hours
content
Mar 2020
last update
$84.99
regular price

What you will learn

How to set up Xero for a Not for Profit Organization

How to use free resources to optimize learning

How to use category tracking to generate Not for Profit reports

How to create and use pledge receipt forms

How to enter and track restricted resources

How to enter month end adjusting entries

How to allocate expenses to programs and administrative categories

How to record net assets released from restriction

How to generate, analyze, memorize, & export to Excel financial reports

Description

Learners will understand how to set up Xero for a Not for Profit Organization.

The course will show how to use free resources to optimize learning.

We will demonstrate the use of category tracking to generate Not for Profit reports.

Learners will see how to create and use donation receipt forms.

We will show how to create and use pledge receipt forms.

The course will demonstrate how to enter and track restricted resources.

We will enter month end adjusting entries.

Learners will see how to allocate expenses to programs and administrative categories.

We will record net assets released from restriction.

The course will show how to generate, analyze, memorize, & export to Excel financial reports.

Content

Introduction

105 Enter Recording Name
Documents to Download
110 Objectives of Practice Problems
112 Navigating Xero

Turn On Class Tracking Feature and Add Classes

120 Turn on Tracking

Record Donations & Pledges

122 Set up Bank Account
125 Office Space Donated
130 Cash Donation

Enter Pledges & Track Restricted Items

133 Pledge Customize Form
135 Pledge
137 Customized Reports
140 Government Grants
142 Custom Restricted Reports
145 Salaries Expense
150 Donor Pledge for Construction Project

Purchase & Donation of Fixed Assets & Recording Expenses

155 Donation & Purchase of Furniture
160 Month End Expenses

Enter Month End Adjusting Entries

165 Adjusting Entries

Allocation of Expenses Using Classes

170 Allocate Expenses to Categories
171 Allocate Expenses to Categories Part 2

Recording Net Assets Released from Restriction & Closing Process

172 Net Assets Released From Restriction
175 Closing Entries

Generating and Analyzing Financial Statements

182 Unassigned Category Formatting
185 Statement of Activities
187 Expenses by Nature & Function
190 Restricted Net Asset Detail Report
192 Statement of Financial Position

Example Problem In Excel

14nn Not-For-Profit Part 1 Transactions
14nn Not-For-Profit Part 2 Expense Allocation
14nn Not-For-Profit Part 3 Closing Entries
14nn Not-For-Profit Part 4 Statement of Financial Position
14nn Not-For-Profit Part 5 Statement of Activities
14nn Not-For-Profit Part 6 Statement of Cash Flows
14nn Not-For-Profit Part 7 Reporting of Expenses by Nature and Function

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2892636
udemy ID
3/21/2020
course created date
3/26/2020
course indexed date
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