Xero Projects & Job Costing Complete Training

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Course curriculum

1. Introduction
2. When to Use Projects
1. Demo Company
2. Quick Tour
1. Staff Cost Rates
2. Users and Permissions
1. Introduction – Small Project
2. Adding Projects
3. Adding Tasks & Estimated Costs
4. Adding Time & Expenses
5. Sending a Time & Expenses Invoice
6. Adding More Time & Expenses
7. Sending a Final Time & Expenses Invoice
1. Introduction – Quotes
2. Creating & Assigning Quotes
3. Creating Quotes from Tasks & Expenses
4. Creating Quotes from Project Amounts
1. Introduction – Products & Services
2. Adding Supplier Bills to Projects
3. Adding Services to Projects
4. Adding Untracked Inventory to Projects
5. Adding Tracked Inventory to Projects
1. Introduction – Invoicing
2. Project Amount Invoices
3. Deposit Invoices
4. Task & Expenses Invoices
5. Invoicing from Quotes
1. Measuring Task Performance
2. Project Summary Report
1. Introduction – Bigger Project
2. Bigger Project
1. Projects and Profit & Loss

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