Course Curriculum

12 Chapters · 119 Lessons

    1. (Included in full purchase)

      Course Overview: Scaling on Xero: Level 1

    2. (Included in full purchase)

      Opening Message

    3. (Included in full purchase)

      Expert Speaker Introductions

    4. (Included in full purchase)

      Setting the Scene: Xero Isn't Just for Small Businesses [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Setting the Scene: Why You Should Care About Your Tech Stacks [Tyler Caskey, Expert]

    6. (Included in full purchase)

      Real Outcomes of Tech Stack Moves [Tyler Caskey, Expert]

    7. (Included in full purchase)

      Let's Get Started

    1. (Included in full purchase)

      Lesson Overview: Xero's Limits

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Xero's Real Limits: User-Security & (Super) High Transaction Volumes [Tyler Caskey, Expert]

    4. (Included in full purchase)

      Xero's Limits: Aggregated Postings [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Working Around Xero's Limits (Aggregated Postings) [Jeffrey Atizado, Expert]

    6. (Included in full purchase)

      What do Xero Say About Their Limits?

    7. (Included in full purchase)

      Lesson Resources

    8. (Included in full purchase)

      Quiz: Xero's Limits

    1. (Included in full purchase)

      Lesson Overview: AP & Spend Management

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      AP Tools: Different Options for Different Sized Businesses [Tyler Caskey, Expert]

    4. (Included in full purchase)

      AP Tool Considerations: Multi-Entity, Audit Trails, End-to-End & Payments [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Building Approval Workflows [Kevin Hill, CFO]

    6. (Included in full purchase)

      Consolidated AP & Bulk Supplier Payments [Kevin Hill, CFO]

    7. (Included in full purchase)

      Budget Owners, Approval Workflows & Financial Controls [Jesse Chapman, FC]

    8. (Included in full purchase)

      Spend & AP Tools Working Together [Laurel Millar, Expert]

    9. (Included in full purchase)

      Employee Cards: Traditional Banks vs Software Solutions [Laurel Millar, Expert]

    10. (Included in full purchase)

      Workbench for Budgets, Airwallex for Virtual Cards [Rene van Oosterom, CFO]

    11. (Included in full purchase)

      Ensuring Correct Allocation [Rene van Oosterom, CFO]

    12. (Included in full purchase)

      Employee Spend: Cards v Expense Claims [Georgia Burns, FD]

    13. (Included in full purchase)

      Subscription Spend Management [Georgia Burns, FD]

    14. (Included in full purchase)

      Lesson Resources

    15. (Included in full purchase)

      Quiz: AP & Spend Management

    1. (Included in full purchase)

      Lesson Overview: Payroll & HR

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Where Xero Payroll Taps Out [Kevin Hill, CFO]

    4. (Included in full purchase)

      Where Xero Payroll Makes Sense [Laurel Millar, Expert]

    5. (Included in full purchase)

      Xero Payroll's Limits: Employment Hero + Tanda as Upgrade Options [Tyler Caskey, Expert]

    6. (Included in full purchase)

      Payroll at Scale: EmploymentHero [Laurel Millar, Expert]

    7. (Included in full purchase)

      Employment Hero Across Entities [Jesse Chapman, FC]

    8. (Included in full purchase)

      Centralising Payroll for Groups [Kevin Hill, CFO]

    9. (Included in full purchase)

      Multi-Entity, Multi-Region Payroll (& HRIS) [Kevin Hill, CFO]

    10. (Included in full purchase)

      Multi-Entity & Multi-Jurisdiction Payroll [Laurel Millar, Expert]

    11. (Included in full purchase)

      Managing Global Payroll (AU, NZ, UK & US) [Georgia Burns, FD]

    12. (Included in full purchase)

      Updating Leave Provisions [Kevin Hill, CFO]

    13. (Included in full purchase)

      Managing Leave Provisions [Jesse Chapman, FC]

    14. (Included in full purchase)

      Share Schemes: ESOP Management [Georgia Burns, FD]

    15. (Included in full purchase)

      Lesson Resources

    16. (Included in full purchase)

      Quiz: Payroll & HR

    1. (Included in full purchase)

      Lesson Overview: Intercompany

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Intercompany Management [Rene van Oosterom, CFO]

    4. (Included in full purchase)

      Intercompany Recharging from Head Office - ApprovalMax and Mayday [Jesse Chapman, FC]

    5. (Included in full purchase)

      Multi-Entity Wage Recharging [Tyler Caskey, Expert]

    6. (Included in full purchase)

      Intercompany Expense Recharging [Tyler Caskey, Expert]

    7. (Included in full purchase)

      Intercompany Recharges: Automating Transfer Pricing Arrangements [Georgia Burns]

    8. (Included in full purchase)

      Intercompany: Recharging Staff Time & Fleet Costs [Ernest Chunge, FC]

    9. (Included in full purchase)

      Lesson Resources

    10. (Included in full purchase)

      Quiz: Intercompany

    1. (Included in full purchase)

      Lesson Overview: Reporting & Consolidation

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Reporting for Single Entities [Florentina Sandu, Expert]

    4. (Included in full purchase)

      Multi-Entity Consolidation [Florentina Sandu, Expert]

    5. (Included in full purchase)

      Reporting & Consolidating with Fathom & DataSights [Jesse Chapman, FC]

    6. (Included in full purchase)

      Tracking Categories for Departmental Reporting [Jesse Chapman, FC]

    7. (Included in full purchase)

      Reporting in Fathom for 9-Entities [Rene van Oosterom, CFO]

    8. (Included in full purchase)

      Non-Financial Data [Rene van Oosterom, CFO]

    9. (Included in full purchase)

      TB-Level vs Transaction-Level [Rene van Oosterom, CFO]

    10. (Included in full purchase)

      Multi-Entity Consolidation & Cashflow Forecasting [Kevin Hill, CFO]

    11. (Included in full purchase)

      Functional & Presentation Currencies in Consolidation [Kevin Hill, CFO]

    12. (Included in full purchase)

      Statutory Financial Statements [Kevin Hill, CFO]

    13. (Included in full purchase)

      Producing General Purpose Financial Statements [Rene van Oosterom, CFO]

    14. (Included in full purchase)

      Stakeholder Access & Data Permissions [Kevin Hill, CFO]

    15. (Included in full purchase)

      Stakeholder Access & Row-Level Security [Jesse Chapman, FC]

    16. (Included in full purchase)

      Incorporating Non-Financial Data [Jesse Chapman, FC]

    17. (Included in full purchase)

      PowerBI Reporting & Integrating with Xero [Tyler Caskey, Expert]

    18. (Included in full purchase)

      Lesson Resources

    19. (Included in full purchase)

      Quiz: Reporting & Consolidations

    1. (Included in full purchase)

      Lesson Overview: Data Integrity & Financial Controls

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Data Integrity & Cleanliness [Ernest Chunge, FC]

    4. (Included in full purchase)

      Building an Audit Layer Over Xero [Ernest Chunge, FC]

    5. (Included in full purchase)

      Being Audit Ready [Kevin Hill, CFO]

    6. (Included in full purchase)

      Limiting User Access in Xero [Rene van Oosterom, CFO]

    7. (Included in full purchase)

      Financial Controls: Importance of Good Balance Sheet Recs [Tyler Caskey, Expert]

    8. (Included in full purchase)

      Lesson Resources

    9. (Included in full purchase)

      Quiz: Data Integrity & Financial Controls

    1. (Included in full purchase)

      Lesson Overview: Month-End Close Management

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      From Google Sheets to Easy Month End (by Mayday) [Rene van Oosterom, CFO]

    4. (Included in full purchase)

      Month-End: Easy Month End for Workpapers, Mayday for Prepayments [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Lesson Resources

    6. (Included in full purchase)

      Quiz: Month-End Close Management

    1. (Included in full purchase)

      Tax & Compliance Across Entities: GovReports & LODGEiT (AUS) [Ernest Chunge, FC]

    1. (Included in full purchase)

      Lesson Overview: Xero v ERP

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Xero v ERP: How to Weigh Up Xero v ERP [Kevin Hill, CFO]

    4. (Included in full purchase)

      Xero v ERP: Cost of the Stack v Cost of ERP [Kevin Hill, CFO]

    5. (Included in full purchase)

      Xero v ERP: Xero Can Fit Any Business [Florentina Sandu, Expert]

    6. (Included in full purchase)

      Xero v ERP: The Switching Cost Advantage [Jesse Chapman, FC]

    7. (Included in full purchase)

      Xero v ERP: When Does Inventory Complexity Demand an ERP [Matt Flanagan, Expert]

    8. (Included in full purchase)

      Xero v ERP: Convenience vs Accuracy [Jeffrey Atizado, Expert]

    9. (Included in full purchase)

      Xero v ERP: The Challenges & Benefits of Building Best-in-Class Tech Stacks [Laurel Millar, Expert]

    10. (Included in full purchase)

      Xero v ERP: Ease of Use, Integrations & More [Tyler Caskey, Expert]

    11. (Included in full purchase)

      Xero v ERP: For Scaling Businesses [Georgia Burns, FD]

    12. (Included in full purchase)

      Xero v ERP: Cost-Benefit & The Subledger Argument [Ernest Chunge, FC]

    13. (Included in full purchase)

      Lesson Resources

    14. (Included in full purchase)

      Quiz: Xero v ERP

    1. (Included in full purchase)

      Lesson Overview: Final Takeaways

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Advice: Building a Xero-Stack: Speak to Peers [Jesse Chapman, FC]

    4. (Included in full purchase)

      Advice: Assessing the Cost of a Xero-Based Tech Stack [Jesse Chapman, FC]

    5. (Included in full purchase)

      Advice: Take a Holistic View of all Stakeholder Needs [Matt Flanagan, Expert]

    6. (Included in full purchase)

      Advice: How-to Justify the Move: Mapping Pain Points + Calculating Time Cost [Tyler Caskey, Expert]

    7. (Included in full purchase)

      Advice: Define the Process Then Automate [Ernest Chunge, FC]

    8. (Included in full purchase)

      Advice: Making the Move - Trial Everything [Tyler Caskey, Expert]

    9. (Included in full purchase)

      Course Resources

    1. (Included in full purchase)

      Closing Message: Thank You!

    2. (Included in full purchase)

      Scaling with Xero - Level 1: Course Summary [Downloadable]

    3. (Included in full purchase)

      CFO Techstack Resources

    4. (Included in full purchase)

      Scaling with Xero - Course Feedback: What did you think of the course?

    5. (Included in full purchase)

      Obtaining Your Certification

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