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Fast Track Recertification - Webinar Recording

Self-paced learning
Launch course

20 Advisor credits

Free

Learning objectives

Please note that this is course will not give you a certification. This is for those with a current/active certification who require the necessary XU credits to recertify. You will learn:

  • Set up 2 step authentication
  • Review staff who have 2SA activated
  • Set up financial details in Contacts
  • Discover Gmail and Office 365 integration in Contacts
  • Create a bill from Contacts
  • Discover add last items
  • Assign Billable Expenses
  • Set up payment scheduling
  • Use Global Search
  • Create and send an online quote
  • Accept an online quote
  • Copy a quote to an invoice
  • Add billable expenses to an invoice
  • Set up payment services
  • Email online invoice
  • Pay an online invoice
  • Review updates to cash coding
  • Overview of new Reports
  • Discover edit layouts in Reports

Course outline

    • Login
    • My Green Xero
    • Staff tab
    • Settings
    • Account Settings
    • Xero dashboard
    • Contacts
    • Purchases
    • Quotes
    • Invoice
    • Cash coding
    • Report centre
    • Edit layout

Topics covered

  • My Xero

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