This course is for small business owners, accountants, and bookkeepers who want to learn how to use Xero to manage supplier purchase orders and bills. You'll learn to record and edit supplier purchase orders and bills, and create batch payments in Xero. This course covers topics in the L2 Xero professional certification.
Manage supplier purchases
By the end of this course, you will be able to:
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Add, edit and view supplier bills to record business purchases.
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Add supplier credit notes.
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Create batch payment files to upload to your online banking to pay suppliers.
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Add, edit and view purchase orders to track intended purchases from suppliers.
Get a real-time snapshot of your purchases in Xero, so that you can make informed decisions about your business outgoings and the impact on your cash flow.
Add supplier bills for an accurate record of money your business owes. Manually create new bills and then see how Xero can automate bill entry.
Update your bills in Xero to keep an accurate record of the money you owe. Delete or void bills and quickly copy an existing bill to a new bill to save time.
Add credit notes to allocate them to existing and new bills or record supplier refunds through the bank in Xero.
Pay your suppliers in batches using a batch payment file, or record a bill as paid privately.
Create, manage, and send purchase orders from Xero, and create bills directly from purchase orders to speed up your bill entry.