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XAIS Activity

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10 views3 pages

XAIS Activity

Uploaded by

Vi Vi
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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XAIS Ac vity

Xero Setup: Naviga ons and Se ngs

Using the Xero login you created, navigate and accomplish below screenshots with the following instruc ons.
Save your screenshots in a word file with the following file name format: Last Name_First Name_Sec on

Important Note: All screenshots should include the me and date stamp and the user ini als. See below example.

1. Mul Factor Authen ca on


Setup the mul factor authen ca on. Once set, screenshot the account. See below reference.

Make sure that there have been no changes made to the Demo Company yet. To Reset the Demo Company, follow below
naviga on.
Organiza on >> My Xero >> Click Reset >> Confirm Reset Demo
2. Organiza on Se ngs
Change the display name of the Demo Company using the following format:
Last Name <space> Sec on
Fill in the other details:
Legal/Trading Name: Select any name of business that you like.
Logo: Download any logo from Google or create your own and upload to Xero.
Line of business: Select any from the dropdown menu that is related to manufacturing or retailing.
Check ‘Include’ in the Invoice.
Organiza on type: COMPANY
Other remaining details may leave as blank.
‘Save’ once done.
Screenshot the changes saved.

3-5. Dashboard
3. Add the Business Performance panel into the dashboard by selec ng the following ra os:
Accoun ng >> Reports >> Search for Business Performance
a. Current Ra o
b. Gross Profit %
c. Net Profit on Net Sales %
4. Add the following accounts into the Account watchlist
Accoun ng >> Advanced >> Chart of Accounts
a. Sales
b. Purchases
c. Wages and Salaries
d. Suspense

5. Edit the exis ng Dashboard with the following layout of panels. Save changes done.
Business Savings Account Total Cash in and out
Business Bank Account Invoices owed to you
Account Watchlist Bills you need to pay
Business Performance Expense claims (to be hidden/removed)

Screenshot and save your ‘new’ Dashboard. (Note: Should show the updated Business Performance and
Account Watchlist panels as per items 3 and 4).

6. Financial Se ngs - Setup the following:


a. Sales Tax – Accrual Basis
b. Tax Period – 3 Monthly
c. Tax Defaults for Sales and Purchases – Tax Inclusive
d. Lock Dates – Stop all users except advisers : 30 June 2023
e. Lock Dates – Stop all users 31 December 2022
f. Time Zone – UTC+08:00 Kuala Lumpur, Singapore
Save and screenshot the updated Financial Se ngs.

7. Tax Rates
Add new tax rate for VAT
a. Tax Rate Display Name – VAT
b. Tax Components – Value-Added Tax
c. % - 12%
Save and screenshot the updated list of tax rates.
Important Note: All screenshots should include the me and date stamp and the user ini als.
8. Tracking Categories
a. Beside the Region category, create another Tracking Category of your choice in rela on to the Products
of your company (ie. Men’s Wear, Ladies’ Wear, Children’s Wear for clothing businesses). More unique,
the be er.
Save and screenshot the updated Tracking Categories.

9. Currencies
a. Since Demo Company is in USD, add PHP, AUD and CAD as currencies.
Save and screenshot the updated currencies.

10. Upload Files


a. Upload at least 6 files into the library inbox. Any word/excel/pd files with different file names.
Screenshot the six uploaded files.

11. Organize Files


a. Create three new folders and organize the six files into each of the folders (ie. 2 files per folder).
Screenshot the folders with 2 files each.

12-17. A ach Files


A ach one file each to a:
12. Bill (Business >> Bills to Pay >> Select one bill >> A ach file)
13. Invoice (Business >> Invoice >> Select one invoice >> A ach file)
14. Bank transac on (Dashboard >> Bank Accounts >> Reconcile Items >> Select one transac on >> Add detail
>> A ach file)
15. Supplier (Contacts >> Suppliers >> Select one supplier >> File >> Upload File)
16. Customer (Contacts >> Customers >> Select one customer >> File >> Upload File)
17. Manual journal (Accoun ng >> Advanced >> Manual Journals >> New Journal >> A ach file) (no need to fill
up the journal)
Save screenshot of each. The file icon should indicate a number showing that the file has been a ached.

This me, change organiza on from Demo Company to your company. Change the Display name to the following format:
First Name <space> Sec on

Important Note: All screenshots should include the me and date stamp and the user ini als.

Bonus
Screenshot your Login History

Summary of required screenshots:


Numbers 1, 2, 5 (covers 3-5), 6, 7, 8, 9, 10, 11, 12, 13, 14, 15, 16, ), 21

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