Is your business failing to pay the bills on time because of a clunky process?
Is an inefficient approval process tripping you up and harming your business?
Are you struggling to keep on top of your purchases?
Paying bills on time is critical to keeping your suppliers happy. Let us show you how to create a smooth purchasing process in Xero.
What will I learn from this course?
Our complete “Xero Invoicing and Sales” course will teach you everything you need to know about setting up and managing purchases and bills.
In just a few hours, you will learn skills such as creating repeating bills, managing customer contacts, attaching files to bills, creating purchase orders and setting up a bills approval process.
At the end of this course, you will be armed with the knowledge and skills to pay suppliers seamlessly and on time in Xero.
What is the course structure?
** This course uses the Australian version of Xero however most concepts apply in all countries **
We use Xero’s amazing demo company to show you how to set up and manage invoices in Xero for your business.
Because we use the demo company, you can practise your skills in real time as you watch each lesson.
That way, you can learn by doing, as the whole course is one big interactive exercise!
What topics are covered?
We cover a lot of topics on this course, including:
Taking a look at the main purchases and bills screens in Xero
How to create your first bill
How to create repeating bills
How to set up bill settings
How contacts and bills interact and how you can manage your customer contacts
The bill approval process and how to set approval permissions for your Xero users
Attaching files to bills in Xero
Credit notes and how to apply them in full or in part to bills
How to create purchase orders and how to create a bill out of a purchase order after it's approved
How to create and process batch payments
How to reconcile bill payments in your bank feed in Xero
We also take a tour of the reports Xero offer for purchases and billing, such as aged payables
By the end of our course you should have the confidence and know-how to set up and manage bills and purchases in Xero for your business.
So what are you waiting for? Sign up today and get control over your bills and purchasing process in Xero.
See you on the course!
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