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.

Complete a practical case study based assessment using Xero.

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.

Complete a practical case study based assessment using Xero.

This course will provide an introduction to the software package MYOB Business, 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 will provide an introduction to managing sales in MYOB Business, including but not limited to sending quotes to customers, how to view, create and edit customer invoices, and how to process payments, returns and credits.

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.

Complete a practical case study based assessment using MYOB Business.

In this course, you will be introduced to payroll in Australia and using MYOB Payroll. The course will look at using software, ATO obligations, Workers Compensation, and Superannuation to ensure you are meeting your requirements as an employer.

In this course, you will be introduced to linked accounts, look at how to import data and add users. You will work with pay items and set up leave, superannuation, deductions, wages and salary items.

In this course, you will be introduced to setting up employees and individuals. The correct set up is vital to ensure employees are paid correctly. You will create a new employee and load all the payroll and payment details required before the first pay run.

In this course, you will be introduced to single touch payroll (STP) which is built into MYOB payroll. You will set up STP and look at how to connect to the Australian Tax Office (ATO).

In this course, you will be introduced to processing pays using timesheets and salary pays, and setting up jobs to track wage costs for employees.

In this course, you will be introduced to paying superannuation and how to set up Pay Super in MYOB, and how to run and customise reports.

In this course, you will complete a case study based assessment that will allow you to test your understanding of MYOB Payroll Software. You will need to create a new business within MYOB Business and then enter a range of transactions, before generating several reports to submit to your tutor for marking.