Udemy

Platform

English

Language

Accounting & Bookkeeping

Category

Xero Not for Profit Organization

Learn Not for Profit accounting using Xero from a practicing CPA

4.71 (7 reviews)

Xero Not for Profit Organization

8490

Students

9 hours

Content

Mar 2020

Last Update
$94.99
Regular Price

Topics


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




Coupons

StatusDateDiscount
Expired4/8/202095% OFF
Expired5/6/2020100% OFF
Expired5/20/2020100% OFF
Expired7/30/202095% OFF
Expired8/17/2020100% OFF
Expired9/20/2020100% OFF
Expired12/8/2020100% OFF
Expired12/27/2020100% OFF
Expired2/13/2021100% OFF

2892636

Udemy ID

3/21/2020

Course created date

3/26/2020

Course Indexed date
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