4.5  3 reviews on Udemy

Xero Projects & Job Costing - The Complete Training Course

Ensure your business stays profitable by using Xero Projects to keep all your projects and jobs in the black
Course from Udemy
 8 students enrolled
 en
Learn how to set up projects of any kind for your business and your clients
See how to evaluate whether a project will be profitable before starting work on it
Follow along as we do a simple project and a bigger project from start to finish
Learn how to use Xero’s Products and Services to save time when managing projects

Do you lose sleep wondering if the jobs you do for your clients are profitable?

Do you use Xero and wish there was an easy way to see whether your projects are profitable?

Then this is the course for you!


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Our “Xero Projects & Job Costing” course will give you everything you need to know about managing the financials for your projects in the world’s fastest growing cloud-based accounting software.

Over the next two hours, you will learn how to set up your projects, evaluate their expected profitability, and keep an eye on the financials as the project progresses.


What will I learn from this course?

First, you will learn when to use and when not to use Xero Projects. We will then log in to the Demo Company and have a look around the Projects screens.

Next, you will learn how to set up staff cost rates which are crucial for evaluating the profitability of projects you and your staff work on.

We will then set up and manage a small project in Xero so you can get to grips with the overall process, before we move on to learning about Projects in-depth.

After completing our small project, we will dive into more advanced lessons on:

  • Creating Quotes for projects

  • How Products & Services can save you lots of time

  • Various ways to Invoice your clients

  • Using Reports to evaluate your success

Once we have finished the lessons on the more advanced parts of Projects, we will set up, manage and complete a bigger project in Xero.

After completing the bigger project, you should have the confidence and know-how to set up and run Xero payroll for your business.


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What is the course structure?

** Please note that while we use the Australian version of the Demo Company, this course can be used for any country’s version of Xero **

A major benefit of this course is that you can practise your skills in real time in Xero’s demo company as you watch each lesson.

That way, you can learn by doing, as the whole course is one big interactive exercise!


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So what are you waiting for? Sign up today and learn all about Xero Projects and Job Costing.

See you on the course!

Xero Projects & Job Costing - The Complete Training Course
$ 64.99
per course
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