Our Xero Projects training session is a one to one training course that can be run at your office using your own paperwork. Alternatively, it can be run online via Zoom. This course is designed for anyone that uses Xero and wants to start using Xero Project. By the end of this course, you will be confidently set up and using Xero projects in your business.
This course is suitable for all levels, although basic accounting knowledge would help, but is not essential.
Course Content
- Understanding Xero Projects
- Set up Xero Projects
- Create a project
- Create a quote for a project
- Edit a project
- Add a task to a project
- Add an expense to a project
- Add time to a project
- View time entries in Xero Projects
- Enable auto time tracking by location
- Assign bills or spend money transactions to project
- Link a quote to a project
- Use inventory in Xero Projects
- Duplicate a project
- Edit or delete a quote in Xero Projects
- Edit or delete a task on a project
- Edit or delete project time
- Edit or delete an expense on a project
- Close or delete a project
- Re-open a closed project
This training session will take around 3 hours to complete and includes time to answer any questions and queries you may have.
To book a training course or for more information, please:
- Email info@millhouses-accountancy.co.uk
- Call Sheffield 0114 345 0960
- Call Nottingham 0115 882 0356
- Call London 0203 146 4808