Welcome to this specialised video training designed for Presbyterian Church in NSW.

Course Topics Preview

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  • 1

    Topic 1: Welcome to the PCAP Training Series - especially for churches of the Presbyterian Church of Australia in NSW

    • Introduction

    • Introduction Notes

  • 2

    Topic 2: Xero Overview

    • Xero Overview

    • What is Xero?

    • Links & Extras

  • 3

    Topic 3: Customising & Completing the Set up Process

    • Introduction to customising and completing the set up process

    • Bank Accounts and Bank Feeds

    • Other Settings

    • Other Settings - notes

    • Contacts

    • Contacts - notes

    • Chart of Accounts - Introduction

    • Customising the Chart of Accounts

    • Links & Extras

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  • 4

    Topic 4: Overview of Processing Transactions in Xero

    • Overview of Processing Transactions in Xero

    • Overview of Processing Transactions in Xero - notes

    • Links and Extras

  • 5

    Topic 5: Income Transactions for Churches

    • Entering Online offerings and Donations

    • Entering Online Offerings - Lesson -notes

    • Entering Weekly Offerings

    • Entering Weekly Offerings - notes

    • Creating Set & Forget Invoices

    • Creating set and forget invoices for churches - notes

    • Links & Extras

  • 6

    Topic 6: Expense Transactions for Churches

    • Creating Bills for Payment

    • Creating Bills for Payment - notes

    • Paying Bills in Bulk

    • Paying Bills in Bulk - notes

    • Payroll for Churches using General Office

    • Payroll for Churches using General Office - Notes

    • GST for Ministers Benefits

    • Links & Extras

    • GST for Ministers Benefits Supplement - notes

  • 7

    Topic 7: Bank Reconciliations

    • Bank Reconciliations - Presbyterian Church Examples

    • Bank Reconciliations - notes

    • Links & Extras

  • 8

    Topic 8 : Using Xero to Process Payroll

    • Processing Payroll in Xero for Churches

    • Overview of Payroll and Payroll Settings for Ministers - notes

    • Links & Extras

  • 9

    Topic 9: Month End & Reconciliation Process

    • Month End Reconciliation Process

    • Month End Reconciliation Process - notes

    • Month End Reports

    • Links & Extras

  • 10

    Topic 10: BAS

    • BAS for Churches using Xero

    • Links & Extras

  • 11

    Topic 11: Year End & Audit Preparation

    • Year End Reconciliations & Preparation for Audit

    • Links & Extras

    • Xero Reports for Form F

  • 12

    Thank you

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