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Carrying out everyday tasks

Self-paced learning
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Learning objectives

  • How to find the Bank Reconciliation screen and reconcile matched/unmatched transactions
  • review Bank Rules
  • create and send a Sales Invoice and Credit Note
  • add and attach files to Invoices
  • create Bills and enter payment against a Bill

Course outline

    Understand how to complete common bookkeeping tasks in Xero. We'll show you how to reconcile matched and unmatched Bank transactions, enter sales invoices, purchase bills and credit notes.

    Note: This is one of the core courses for Xero Certification. If you wish to get certified, register here .

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Topics covered

  • Bank
  • Invoicing

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