Video Training Hub



Xero



INTRODUCTION

Xero is a cloud-based accounting software for small and medium-sized businesses. The company has offices in New Zealand, Australia, the United Kingdom and the United States. It is listed on both the New Zealand Exchange and Australian Securities Exchange. Its products are based on the software as a service (SaaS) model and sold by subscription, based on the type and number of company entities managed by the subscriber. Xero was founded by Rod Drury and his personal accountant after they found that traditional desktop accounting software had become outdated and decided to create a modern cloud-based product. Xero Limited was officially formed in 2006 in Wellington, New Zealand where its global headquarters are still located. The company entered the Australian market in 2011, and the United Kingdom and United States in 2012.






Xero Training (001) – Organisation and financial settings

Setting up Xero for the first time? – You’ll need to start with entering the organisation and financial settings.






Xero Training (002) – Inviting users

Onto step 2… if you have colleagues who need access to Xero also, please follow these instructions.






Xero Training (003) – Setting up the Chart of Accounts

The backbone of every accounting system – the Chart of Accounts. Follow this walk-through to learn how to properly set this up.






Xero Training (004) – Entering your account balances

When you move across from an existing system you will need to enter you opening balances into Xero. Please follow this walk-through.






Xero Training (005) – Tracking / divisional / cost centre reporting set up

Within Xero you are able to track certain cost centres. For example, if you are a building firm with 8 – 10 build projects per year you could setup Xero to ‘group’ these costs and invoices per project. Follow this mini-tutorial to see how.






Xero Training (006) – Invoice settings

To set up your invoice template within Xero please follow this video guide.






Xero Training (007) – Email settings

You are able to send you invoices directly from Xero. To setup the default settings please follow this video guide.






Xero Training (008) – Inventory items

Whatever you buy and sell, use Xero’s inventory to record the inventory. It should be noted that you cannot use this feature to record quantities.






Xero Training (009) – All about contacts

Suppliers or customers, this video is all about your contacts.






Xero Training (010) – Digital file attachments

Purchase invoices can be uploaded and stored within Xero as a scanned document. All your invoices can be emailed or photographed into Xero, for detail how, please follow these instructions.






Xero Training (011) – Understanding the dashboard

Xero has a dashboard built into it’s opening screen for when you want to know all the critical information at a moments glance. To learn more, please follow this setup video.






Xero Training (012) – Creating a sales invoice

It could not be simpler to create a sales invoice using Xero, please follow this instructional video to see how.






Xero Training (013) – Creating a repeating sales or purchase invoice

When you need to create a repeating invoice or purchase order using Xero this short walk-through will show you how.






Xero Training (014) – Creating a credit note

Follow this guidance when needing to create a credit note within Xero.






Xero Training (015) – Making credit control easier

Chasing customers for payment isn’t easy, Xero can help by giving you real-time clear visibility into this data.






Xero Training (016) – Create a purchase order

Creating a purchase order within Xero is easy, please follow this walk-through to learn how.






Xero Training (017) – Creating a purchase invoice from a purchase order

Once you’ve created a purchase order within Xero you are able to easily then create a purchase invoice using the data from the order.






Xero Training (018) – Entering a received purchase invoice into Xero

Once you receive a purchase invoice from your supplier, please follow this instructional video to then process within Xero.






Xero Training (019) – Setting up bank-feed within Xero

Within Xero you can automatically stream you bank transactions directly into the application. Please follow this walk-through for instruction.






Xero Training (020) – Manually import statement lines into Xero

You may choose not to link your bank account with Xero, this instructional video will show you how you can manually import statement lines into Xero.






Xero Training (021a) – Reconciliation (part 1)

Reconciliation is the process of checking your bank transactions are within Xero. Reconciliation with Xero is made very easy.






Xero Training (021b) – Reconciliation (part 2)

Reconciliation is the process of checking your bank transactions are within Xero. Reconciliation with Xero is made very easy.






Xero Training (021c) – Reconciliation (part 3)

Reconciliation is the process of checking your bank transactions are within Xero. Reconciliation with Xero is made very easy.






Xero Training (022) – Create bank rules

You are able to create ‘rules’ when reconciling your company transactions. Please follow this instructional video for how.






Xero Training (023) – Managing account options

Within Xero there is a ‘manage account’ option, accessible via accounts or the dashboard. This video will detail all those sub-options.






Xero Training (024) – VAT returns

Whether quarterly, monthly, cash, accrual or flat rate, Xero can handle it perfectly. Your monthly return can then be sent directly to HMRC. Please follow this instructional video for how.






Xero Training (025) – PnL reports and Balance Sheet report

Two of the most commonly used reports within Xero are the Profit and Loss report and the Balance Sheet report. Please view this video for short walk-through.




Excel



INTRODUCTION

Smith and Brown offer a full Excel Consultancy service, whether a simple spreadsheet requiring audit or a more complex in-depth analysis of your data. Microsoft Excel is a spreadsheet application by Microsoft. Excel utilises a grid of cells allowing the user to organize and manipulate data. From this data you are able to display as graphs, histograms and charts.






Excel 1 Introduction

Video 1, within a series of Microsoft Excel tutorials covering ‘the basics’. This first video covers an introduction to Excel, the main uses, navigation through the application and using the quick analysis tool.






Excel 2 The Basics

Microsoft Excel tutorial, video 2 – Hiding rows and columns, data filters, page layout options and simple formatting options.






Excel 3 The Basics

Number 3 in the series – Excel video tutorials. This video covers ‘the basics’. Adding new tabs, freezing panes and print options.






Excel 4 The Basics

Excel video tutorial – Table creation, the formatting of tables and the principles of creating a formula.






Excel 5 Formulas

An introduction to formulas within Microsoft Excel. Formula’s are the ‘backbone’ of Excel ranging from simple additions through to very complex arguments.






Excel 6 Charts

Video 6 in the series. How to insert a chart and customise and design a chart. Working with data is Excel’s purpose, it is important to visualise the data if you want to interpret the data intuitively.




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