Xero Global - Projects & Job Costing Training Course

Become an expert at managing time and cost projects in Xero to make sure your business stays profitable

4.55 (12 reviews)
Udemy
platform
English
language
Accounting & Bookkeeping
category
instructor
Xero Global - Projects & Job Costing Training Course
59
students
2.5 hours
content
Aug 2021
last update
$19.99
regular price

What you will learn

Learn how to set up projects of any kind for your business and your clients

See how to evaluate whether a project will be profitable before starting work on it

Follow along as we do a simple project and a bigger project from start to finish

Learn how to use Xero’s Products and Services to save time when managing projects

Why take this course?

Do you lose sleep wondering if the jobs you do for your clients are profitable?

Do you use Xero and wish there was an easy way to see whether your projects are profitable?

Then this is the course for you!


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Our “Xero Global - Projects & Job Costing Training Course” course will give you everything you need to know about managing the financials for your projects in the world’s fastest growing cloud-based accounting software.

Over the next two hours, you will learn how to set up your projects, evaluate their expected profitability, and keep an eye on the financials as the project progresses.


What will I learn from this course?

First, you will learn when to use and when not to use Xero Projects. We will then log in to the Demo Company and have a look around the Projects screens.

Next, you will learn how to set up staff cost rates which are crucial for evaluating the profitability of projects you and your staff work on.

We will then set up and manage a small project in Xero so you can get to grips with the overall process, before we move on to learning about Projects in-depth.

After completing our small project, we will dive into more advanced lessons on:

  • Creating Quotes for projects

  • How Products & Services can save you lots of time

  • Various ways to Invoice your clients

  • Using Reports to evaluate your success

Once we have finished the lessons on the more advanced parts of Projects, we will set up, manage and complete a bigger project in Xero.

After completing the bigger project, you should have the confidence and know-how to set up and run Xero payroll for your business.


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What is the course structure?

A major benefit of this course is that you can practise your skills in real time in Xero’s demo company as you watch each lesson.

That way, you can learn by doing, as the whole course is one big interactive exercise!


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So what are you waiting for? Sign up today and learn all about Xero Projects and Job Costing.

See you on the course!

Content

Introduction

Introduction
When to Use Projects

Getting Started

Demo Company
Quick Tour

Setting Up Staff

Staff Cost Rates
Users and Permissions

Small Project Example

Introduction - Small Project
Adding Projects
Adding Tasks & Estimated Costs
Adding Time & Expenses
Sending a Time & Expenses Invoice
Adding More Time & Expenses
Sending a Final Time & Expenses Invoice

Quotes

Introduction - Quotes
Creating & Assigning Quotes
Creating Quotes from Tasks & Expenses
Creating Quotes from Project Amounts

Products and Services

Introduction - Products & Services
Adding Supplier Bills to Projects
Adding Services to Projects
Adding Untracked Inventory to Projects
Adding Tracked Inventory to Projects

Invoicing

Introduction - Invoicing
Project Amount Invoices
Deposit Invoices
Tasks & Expenses Invoices
Invoicing from Quotes

Reporting

Measuring Task Performance
Project Summary Report

Bigger Project Example

Introduction - Bigger Project
Bigger Project

Projects and Profit & Loss

Projects and Profit & Loss

Thank You

Thank You

Screenshots

Xero Global - Projects & Job Costing Training Course - Screenshot_01Xero Global - Projects & Job Costing Training Course - Screenshot_02Xero Global - Projects & Job Costing Training Course - Screenshot_03Xero Global - Projects & Job Costing Training Course - Screenshot_04

Reviews

Yvonne
February 28, 2021
So far I am very impressed with this course. Mark is an excellent teacher. He really knows what he is teaching us and makes it very interesting and keeps your attention all the time.

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Related Topics

3876410
udemy ID
2/26/2021
course created date
3/1/2021
course indexed date
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