Advanced Xero and MYOB Package Course Guide

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.

This course will provide an introduction to the Chart of Accounts in Xero and will include but not be limited to the process of accessing the Chart of Accounts, adding new accounts, account classifications and their code ranges, as well as the process that the Xero program applies for tax settings.

This course will provide an introduction to managing contacts in Xero, and will include but not be limited to the process for creating new customers, suppliers and employees in Xero, how to import and export contacts, as well as the process for archiving contacts.

This course will take a look at Xero invoicing, sales, quotes and inventory, including but not limited to the different invoice types available in Xero, customer statements, inventory, and how to create invoices, repeating invoices, quotes and credit notes.

This course will provide an introduction to working with purchases and bills in Xero, including but not limited to the process for managing bills, repeating bills and credit notes in Xero, how to perform batch payments and send remittance advice.

This course will take a look at bank reconciliation in Xero, and will include but not be limited to the process of bank feeds in Xero, how overpayments and prepayments work, and the various bank reconciliation options.

This course will provide an introduction to the Xero Report Centre, and will look at how to generate and view interactive reports in Xero, how to customise, publish and export reports, and the process of creating GST reports and filing a GST return.

This course will provide an introduction to Xero’s add-ons and apps, and will include but not be limited to an overview of four Xero add-ons built and owned by Xero and a look at the Xero App Marketplace.

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.

This course will provide an introduction to setting up the Xero Payroll module, and will include but not be limited to how to assign users with payroll administration access, how to create pay calendars, and how to create holiday groups.

This course will provide a close look at payroll items in Xero, including but not limited to pay item categories, earnings rates, deductions and reimbursement pay items as well as leave items.

This course will take a look at new employees and leave requests in Xero, and will include but not be limited to setting up employees, entering opening balances, and assigning leave.

This course will provide an introduction to pay templates in Xero, and will include but not be limited to how to produce new pay templates, how to apply changes to pay templates and how to apply changes to employee earnings.

This course will take a close look at creating and posting pay runs in Xero, and will include but not be limited to processing pay runs, creating unscheduled pay runs, reverting posted pay runs and modifying draft payslips.

This course will provide an overview of payslips and payroll reporting in Xero, and will include but not be limited to accessing historical payslips for employees and how to locate and produce payroll reports.

This course will provide an introduction to Employment Payment Summaries, including but not limited to the procedure for reconciliation from payroll to the general ledger, how to prepare payroll for the year end and how to produce employment payment summaries so that they can be filed with the ATO and published to the employee’s secure portal.

This course will provide an introduction and basic overview of Xero, including but not limited to the benefits of using Xero and cloud computing, the system requirements for Xero, and how to navigate the Xero Dashboard.

This course will provide an in-depth overview of aged receivables and payables, a fundamental area for business owners and accounting staff. This includes but is not limited to the aged receivables and payables process and reports, as well as the cash conversion cycle and ratio reports.

This course will provide an overview of fixed assets in Xero, including but not limited to the process for setting up fixed assets, how to view the fixed asset register and disposal schedule, depreciation options and processes, and the fixed asset reconciliation report.

This course will look at how to access the budgeting module in Xero and will include information on the purpose of creating and working to a budget, how to create an overall budget in Xero, and instructions on how to import or export budgets and generate budget reports.

This course will provide guidance on how to set up tracking categories to monitor and analyse different areas of a business, and will include but is not limited to the process for creating tracking categories in Xero, the tracking of budgets and payroll expenses, and how to produce reports with tracking categories.

This course will provide an in-depth look at the reporting options in Xero, including but not limited to an overview of the wide range of reports that can be generated in Xero, GST Return and Reconciliation, and a look at ratio analysis and ratio categories.

This course will provide a close look at the useful tool of creating fully customised templates in Xero, and will include but not be limited to the process of creating and assigning branded themes to invoices, purchase orders and credit notes, making a custom branded theme the new default theme, as well as the process of modifying or deleting existing templates.

This course will provide an introduction to the many features and tools of Xero Projects and Xero Expenses, both Xero products offered as optional integrations to add to a Xero subscription. It will include but not be limited to information on how to add tasks, project quotes and staff cost rates in Xero Projects, as well as how to create, approve, decline and analyse expenses and mileage claims in Xero Expenses.

This course will provide an introduction to the software package MYOB Business Essentials, including but not limited to the purpose of using MYOB and cloud accounting, browser requirements, and how to navigate the software.

This course will provide an introduction to banking and the Chart of Accounts within MYOB Business, and will include but not be limited to the process for setting up the MYOB bank feed facility, the process for reconciling transactions in MYOB Business, allocation rules for new transactions, and importing statements.

This course will take a close look at working with contacts in MYOB Business, including but not limited to setting up business contacts and setting up customers and suppliers.

This course will provide an overview of setting up items in MYOB Business, the goods and services that a business may buy, sell, hire, lease or otherwise offer for payment. It will include but not be limited to setting up stock items, how to add stock or service items to quotes and invoices, and how to filter and search for items.

This course introduces you to managing invoices and quotes in MYOB, from creating and customising documents to sending them to customers. You’ll learn how to track invoice payments, manage outstanding balances, and adjust quotes as needed. The course also covers using MYOB tools to streamline invoicing and improve accuracy in your records.

This course will provide an overview of managing bills in MYOB Business, including but not limited to the process for creating bills using MYOB, how to enter payments against bills, and creating supplier returns.

This course will provide an introduction to reporting within MYOB Business, including but not limited to how to navigate the reports menu, how to generate reports and what each of the reports represents.

This course introduces payroll in Australia, focusing on MYOB Payroll and the key requirements for employers. You’ll learn about ATO obligations, the Fair Work System, Workers Compensation, and Superannuation, as well as the features of MYOB Payroll. The course also covers how to set up payroll and superannuation funds in MYOB and the duties of a Payroll Officer.

This course introduces you to setting up payroll in MYOB, including linked categories, importing data, and adding users. You’ll learn how to manage and load pay items, set up leave, superannuation, deductions, wages, and salary items, and assign ATO reporting categories. The course provides the essential steps to ensure payroll runs smoothly and accurately.

This course introduces you to setting up employees in MYOB, ensuring all details are correct before the first pay run. You’ll learn how to enter contact, payroll, and payment information, and set up both waged and salaried employees accurately. The course highlights the importance of correct setup to make sure employees are paid properly.

This course introduces Single Touch Payroll (STP) in MYOB Business, showing you how it works and how to connect it to the Australian Tax Office (ATO). You’ll learn why businesses use STP, how to set it up in MYOB, and the steps to correct errors when they occur.

This course introduces you to processing pays in MYOB using timesheets and salary pays, while also setting up jobs to track employee wage costs. You’ll learn how to create and use job numbers, process weekly pays, and make payments via bank files. The course also covers correcting errors by deleting pay entries and handling termination pays.

This course introduces you to paying superannuation in MYOB, including how to set up Pay Super. You’ll also learn how to run payroll reports, customise them to suit your needs, and save them as favourites for quick access.