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Processing End of Year in Xero 2017

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

In this course you will learn about the tips and tricks for closing off the financial year for organisations on Xero in accordance with Xero best practice.

Course outline

    • Confirming the basics
    • Closing Accounts Payable
    • Closing Accounts Receivable
    • Stocktake & Inventory
    • Bank Reconciliation
    • Chart of Accounts review
    • Review of contacts
    • Fixed Assets
    • EOFY adjustments
    • Lock dates & publish reports

Topics covered

  • Bills
  • Chart of accounts
  • Journals
  • Files
  • End of Financial Year
  • Fixed assets
  • Bank
  • Contacts
  • Invoicing
  • Inventory

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