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Xero Projects & Job Costing

1 STUDENTS ENROLLED

Overview

Job costing can be a challenging task, especially when you have so many other project management responsibilities. There is one very effective solution, however. Xero makes project and job costing much easier by providing a straightforward way to accurately record time and expenses for different jobs.

In this course, you will gain all the skills you need to manage job costing in Xero efficiently and build full proficiency in this leading software. Through 11 in-depth modules, you will explore the fundamental aspects of Xero, starting with setting up staff, and finishing with project profit and loss.

It includes step-by-step video training for beginners, for accurate recording, invoicing and reporting. Study as a part-time or full-time learner and gain the expertise to stay on track of your project costs.

Course design

The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.

You are taught through a combination of

  • Video lessons
  • Online study materials

Will I receive a certificate of completion?

Upon successful completion, you will qualify for the UK and internationally-recognised CPD accredited certification. You can choose to make your achievement formal by obtaining your PDF Certificate at the cost of £9 and Hard Copy Certificate for £15.

Why study this course

It doesn’t matter if you are an aspiring professional or absolute beginner; this course will enhance your expertise and boost your CV with critical skills and an accredited certification attesting to your knowledge.

The Xero Projects & Job Costing is fully available to anyone, and no previous qualifications are needed to enrol. All One Education needs to know is that you are eager to learn and are over 16.

Course Curriculum

Module 01: Introduction
Introduction 00:02:00
When to Use Projects 00:03:00
Module 02: Getting Started
Demo Company 00:04:00
Tour of Screens 00:07:00
Module 03: Setting up Staff
Adding Staff Cost Rates 00:07:00
Users and Permissions 00:04:00
Module 04: Small Project Example
Introduction – Small Project 00:01:00
Adding Projects 00:04:00
Adding Tasks & Estimated Costs 00:09:00
Adding Time & Expenses 00:05:00
Sending a Time & Expenses Invoice 00:06:00
Adding More Time & Expenses 00:05:00
Sending a Final Time & Expenses Invoice 00:04:00
Module 05: Quotes
Introduction – Quotes 00:01:00
Creating & Assigning Quotes 00:03:00
Creating Quotes from Tasks & Expenses 00:04:00
Creating Quotes from Project Amounts 00:02:00
Module 06: Products & Services
Introduction – Products & Services 00:01:00
Adding Supplier Bills to Projects 00:06:00
Adding Services to Projects 00:07:00
Adding Untracked Inventory to Projects 00:04:00
Adding Tracked Inventory to Projects 00:06:00
Module 07: Invoicing
Introduction – Invoicing 00:01:00
Project Amount Invoices 00:04:00
Deposit Invoices 00:05:00
Tasks & Expenses Invoices 00:05:00
Invoicing from Quotes 00:07:00
Module 08: Reporting
Measuring Task Performance 00:05:00
Project Summary Report 00:03:00
Module 09: Bigger Project Example
Introduction – Bigger Project 00:01:00
Bigger Project 00:22:00
Module 10: Projects and Profit & Loss
Projects and Profit & Loss 00:03:00
Module 11: Thank You
Thank You 00:01:00
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