Xero Projects & Job Costing Complete Training Course

Overview The Xero Projects & Job Costing Complete Training Course is designed to provide participants with comprehensive knowledge and practical …

Xero Projects & Job Costing Complete Training Course

Xero Projects & Job Costing Complete Training Course

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Xero Projects & Job Costing Complete Training Course Overview

The Xero Projects & Job Costing Complete Training Course is designed to provide participants with comprehensive knowledge and practical skills in utilising Xero for project management and job costing purposes. Through a series of structured modules, participants will learn how to effectively set up and manage projects, create quotes, track expenses, invoice clients, and generate detailed reports. This course covers both small and large project examples, enabling participants to understand project financials and analyse profitability using Xero. By the end of the course, participants will be equipped with the necessary tools to optimize project management and job costing processes using Xero.

Note: Please be aware that this course is not certified or endorsed by Xero. Completing this course will not grant you any Xero certificate, certification, or badge. However, you will receive a CPD QS certificate upon completion of the course.

Learning Outcomes

  • Understand the fundamental principles of project management and job costing.
  • Set up and navigate the Xero accounting software for project-related tasks.
  • Configure staff accounts and permissions specific to projects in Xero.
  • Apply Xero to small project management scenarios with practical examples.
  • Create accurate quotes and estimates within the Xero platform.
  • Manage and track products, services, and expenses associated with projects.
  • Generate professional invoices and track project billing efficiently.
  • Produce detailed reports to monitor project progress and financial performance.
  • Apply Xero to larger project management scenarios and analyze profit and loss.
  • Gain insights into project profitability and make informed decisions based on financial data.

Who Is This Course For

This course is ideal for project managers, business owners, consultants, and professionals involved in project-based work who want to enhance their skills in project management and job costing using Xero. It is also suitable for individuals seeking to streamline project-related financial processes and improve project profitability. Participants should have a basic understanding of accounting principles and familiarity with Xero software.

Entry Requirements

  • Age Requirement: Applicants must be aged 16 or above, allowing both young learners and adults to engage in this educational pursuit.
  • Academic Background: There are no specific educational prerequisites, opening the door to individuals from diverse academic histories.
  • Language Proficiency: A good command of the English language is essential for comprehension and engagement with the course materials.
  • Numeracy Skills: Basic numeracy skills are required for understanding nutritional data and dietary planning.

Why Choose Us

  • Affordable, engaging & high-quality e-learning study materials;
  • Tutorial videos/materials from the industry-leading experts;
  • Study in a user-friendly, advanced online learning platform;
  • Efficient exam systems for the assessment and instant result;
  • The UK & internationally recognised accredited
  • Access to course content on mobile, tablet or desktop from anywhere, anytime;
  • The benefit of career advancement opportunities;
  • 24/7 student support via email.

Career Path

Upon completion of the Xero Projects & Job Costing Complete Training Course, participants will be well-equipped for roles such as project manager, project coordinator, financial analyst, or business consultant. This course provides valuable skills that are highly sought after in industries such as construction, engineering, consulting, and professional services. Additionally, participants can pursue further professional development in project management or accounting, opening up opportunities for career advancement and specialisation.

Certification

At the end of the course, you will be required to sit an online multiple-choice test. Your test will be assessed automatically and immediately so that you will instantly know whether you have been successful. After you have successfully passed the final exam, you will be able to order an Accredited Certificate of Achievement at an additional cost of £19 for a PDF copy and £29 for an original print copy sent to you by post or for both £39.

Xero Accounting and Bookkeeping

Course Curriculum

Module 01: Introduction
Introduction 00:02:00
When to Use Projects 00:03:00
Module 02: Getting Started
Demo Company 00:04:00
Tour of Screens 00:07:00
Module 03: Setting up Staff
Adding Staff Cost Rates 00:07:00
Users and Permissions 00:04:00
Module 04: Small Project Example
Introduction – Small Project 00:01:00
Adding Projects 00:04:00
Adding Tasks & Estimated Costs 00:09:00
Adding Time & Expenses 00:05:00
Sending a Time & Expenses Invoice 00:06:00
Adding More Time & Expenses 00:05:00
Sending a Final Time & Expenses Invoice 00:04:00
Module 05: Quotes
Introduction – Quotes 00:01:00
Creating & Assigning Quotes 00:03:00
Creating Quotes from Tasks & Expenses 00:04:00
Creating Quotes from Project Amounts 00:02:00
Module 06: Products & Services
Introduction – Products & Services 00:01:00
Adding Supplier Bills to Projects 00:06:00
Adding Services to Projects 00:07:00
Adding Untracked Inventory to Projects 00:04:00
Adding Tracked Inventory to Projects 00:06:00
Module 07: Invoicing
Introduction – Invoicing 00:01:00
Project Amount Invoices 00:04:00
Deposit Invoices 00:05:00
Tasks & Expenses Invoices 00:05:00
Invoicing from Quotes 00:07:00
Module 08: Reporting
Measuring Task Performance 00:05:00
Project Summary Report 00:03:00
Module 09: Bigger Project Example
Introduction – Bigger Project 00:01:00
Bigger Project 00:22:00
Module 10: Projects and Profit & Loss
Projects and Profit & Loss 00:03:00
Module 11: Thank You
Thank You 00:01:00
Order Certificate
Order Certificate 00:00:00

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Dive into an enriching online learning journey with Alpha Academy. We pride ourselves on offering a diverse range of courses tailored to your needs. Elevate your expertise or discover a new passion. With Alpha Academy, your pursuit of knowledge has no bounds.

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