COURSE PREREQUISITES
Zero to basic bookkeeping knowledge and a laptop

DASHBOARD
Review Business information
Edit Dashboard
Tracking Watch list

UTILITIES
Help button
Notifications
File Storage

GENERAL SETTINGS
Setting Up and Managing Your Users
Organisational Settings
Financial Settings
Chart of Accounts
Tracking Categories
Inventory Items
Invoice Settings
Email Settings
Xero to Xero connection

BANK ACCOUNTS
Adding a Bank account
Connection feeds
Understanding how it works in Xero

MANAGING CONTACTS
Add a Contact
Contact Groups
Merging Your Contacts
Smart Lists in contacts

RECONCILING
Matching
Auto Suggestion
Creating spend and receive money
Bank rules
Transfers
Account transactions
Splitting transactions - Overpayments, Part Payments and Pre-payments
Finding and Fixing coding errors
Remove and Redo and un-reconcile
Cash Coding

PURCHASES
Creating Bills
Paying bills
Repeating Bills
Status of bill
Batch Payments
Tracking Bills to be paid

PAYROLL
Payroll General Settings
Payroll employee setup
Setup Pay Items for HK
Pay Runs – Review and Post

SALES
Creating Invoice
Inventory items
Paying Invoice
Repeating Invoice
Status of Invoice
Creating Quotes
Emailing Invoices and Statements
Collection of debtors
Credit notes

XERO REPORTS
Management Reports
Bank Reconciliation Reports
Exporting Reports
Publishing Reports
General ledger Reports
Account Transaction reports
New Reports
Budgets

ABOUT THE INSTRUCTOR: Adrian Lai
CPA/CIMA qualified business advisor. Founder and MD @CornerstoneHK, a digitally native accounting firm that book-keeps, innovates and integrates cloud systems. 20 years of tax, financial & operational control experience advising small businesses to trading desks at Morgan Stanley. Own, operate and exited multiple businesses including a mid-size café in Sydney, an accounting practice and a software development company in Hong Kong. Loves technology that improves business efficiency and has value-adding impact across small/medium business, both for and non-profit

DIRECTIONS
Campfire Creative
5/F Remex centre, 42 wong Chuk Hang Road
MTR Wong Chuk Hang Exit A1