Course Curriculum

10 Chapters · 86 Lessons

    1. (Included in full purchase)

      Course Overview: Scaling on Xero: Level 2

    2. (Included in full purchase)

      Opening Message

    3. (Included in full purchase)

      Expert Speaker Introductions

    4. (Included in full purchase)

      Let's Get Started

    1. (Included in full purchase)

      Lesson Overview: Forecasting

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Forecasting (with Non-Financial Drivers) [Jesse Chapman, FC]

    4. (Included in full purchase)

      Cash Flow Forecasting [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Three-Way Forecasting Options [Tyler Caskey, Expert]

    6. (Included in full purchase)

      Lesson Resources

    7. (Included in full purchase)

      Quiz: Forecasting

    1. (Included in full purchase)

      Lesson Overview: Prepayments & Accruals

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Managing Prepayments [Kevin Hill, CFO]

    4. (Included in full purchase)

      Prepayments: Mayday Automation [Jesse Chapman, FC]

    5. (Included in full purchase)

      Managing Accruals (Manually) [Jesse Chapman, CFO]

    6. (Included in full purchase)

      Prepayments in Mayday [Ernest Chunge, FC]

    7. (Included in full purchase)

      Accruals via ApprovalMax [Ernest Chunge, FC]

    8. (Included in full purchase)

      Accurals: How to Replace Spreadsheets [Tyler Caskey, Expert]

    9. (Included in full purchase)

      Prepayments: From Spreadsheets to Mayday [Tyler Caskey, Expert]

    10. (Included in full purchase)

      Lesson Resources

    11. (Included in full purchase)

      Quiz: Prepayments & Accruals

    1. (Included in full purchase)

      Lesson Overview: Billing, Deferred Revenue & AR

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Saas Revenue & Metrics [Kevin Hill, CFO]

    4. (Included in full purchase)

      SaaS Billing Engines [Tyler Caskey, Expert]

    5. (Included in full purchase)

      Deferred Revenue & Revenue Recognition [Tyler Caskey, Expert]

    6. (Included in full purchase)

      AR Tools to Get Paid on Time [Tyler Caskey, Expert]

    7. (Included in full purchase)

      Lesson Resources

    8. (Included in full purchase)

      Quiz: Billing, Deferred Revenue & AR

    1. (Included in full purchase)

      Lesson Overview: Fixed Assets

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Fixed Assets in Xero's FA Register [Kevin Hill, CFO]

    4. (Included in full purchase)

      Managing Assets in Xero [Rene van Oosterom, CFO]

    5. (Included in full purchase)

      Managing Leases [Kevin Hill, CFO]

    6. (Included in full purchase)

      Lease Management Options [Laurel Millar, Expert]

    7. (Included in full purchase)

      Challenges with Xero's FAR + Alternatives [Laurel Millar, Expert]

    8. (Included in full purchase)

      Fixed Assets for Multi-Entity [Ernest Chunge, FC]

    9. (Included in full purchase)

      Fixed Assets at Scale (3,000+) [Ernest Chunge, FC]

    10. (Included in full purchase)

      Pushing Xero's FAR: Where You Need an Add-On [Tyler Caskey, Expert]

    11. (Included in full purchase)

      Lesson Resources

    12. (Included in full purchase)

      Quiz: Fixed Assets

    1. (Included in full purchase)

      Lesson Overview: Inventory & Manufacturing

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Xero's Native Inventory (Limitations) [Jeffrey Atizado, Expert]

    4. (Included in full purchase)

      Inventory for Multiple Entities [Jeffrey Atizado, Expert]

    5. (Included in full purchase)

      Manufacturing & ERP-Level Reporting [Jeffrey Atizado, Expert]

    6. (Included in full purchase)

      Omnichannel Sales - Cin7 as Centre Point [Jeffrey Atizado, Expert]

    7. (Included in full purchase)

      Connecting Sales Channels (i.e. Shopify) - Cin7, A2X and Xero [Jeffrey Atizado, Expert]

    8. (Included in full purchase)

      Complex Inventory: SKUs, Variants & Bundles [Matt Flanagan, Expert]

    9. (Included in full purchase)

      Landed Costs in COGS [Matt Flanagan, Expert]

    10. (Included in full purchase)

      Which Inventory & Manufacturing Tools to Use [Matt Flanagan, Expert]

    11. (Included in full purchase)

      Reporting: Inventory & Manufacturing [Matt Flanagan, Expert]

    12. (Included in full purchase)

      Manufacturing: Wastage, By-Products & More [Matt Flanagan, Expert]

    13. (Included in full purchase)

      Lesson Resources

    14. (Included in full purchase)

      Quiz: Inventory, Manufacturing & Production

    1. (Included in full purchase)

      Lesson Overview: Job & Project Management

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Multi-Entity for Construction [Rene van Oosterom, CFO]

    4. (Included in full purchase)

      Job Costing with Workbench [Rene van Oosterom, CFO]

    5. (Included in full purchase)

      Job & Project Reporting [Rene van Oosterom, CFO]

    6. (Included in full purchase)

      Project-Based Businesses [Tyler Caskey, Expert]

    7. (Included in full purchase)

      Lesson Resources

    8. (Included in full purchase)

      Quiz: Job & Project Management

    1. (Included in full purchase)

      Lesson Overview: Custom Workflows, Integrations & AI

    2. (Included in full purchase)

      Lesson Introduction

    3. (Included in full purchase)

      Buy vs Build, Claude, Agents & More [Jesse Chapman, FC]

    4. (Included in full purchase)

      APIs, Connectors, Make.com and Google Sheets [Florentina Sandu, Expert]

    5. (Included in full purchase)

      Custom Integrations: Excel Imports v Full API Build [Tyler Caskey, Expert]

    6. (Included in full purchase)

      Custom Workflows: Airtable, Claude & Make.com [Ernest Chunge, FC]

    7. (Included in full purchase)

      Lesson Resources

    8. (Included in full purchase)

      Quiz: Custom Workflows, Integrations & AI

    1. (Included in full purchase)

      Lesson Introduction

    2. (Included in full purchase)

      Migrating Data: Is it worth the effort? [Florentina Sandu, Expert]

    3. (Included in full purchase)

      What data can you migrate? [Florentina Sandu, Expert]

    4. (Included in full purchase)

      Restructuring as part of migration [Florentina Sandu, Expert]

    5. (Included in full purchase)

      Migrating inventory data [Florentina Sandu, Expert]

    6. (Included in full purchase)

      Migrating Inventory Data [Matt Flanagan, Expert]

    7. (Included in full purchase)

      Lesson Resources

    8. (Included in full purchase)

      Quiz: Migrating Data to Xero

    9. (Included in full purchase)

      Lesson Overview: Migrating Data to Xero

    1. (Included in full purchase)

      Closing Message: ERP-Grade Functionality on Xero, Is Reality

    2. (Included in full purchase)

      Scaling with Xero - Level 2: 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

Ready to Scale on Xero?

Enrol in our course today and unlock the full potential of Xero. This course contains Verifiable CPD.

Enrol Now