Xero Advisor Fast Track Certification Answers.Xero Advisor Certification Test Answers PDF | airSlate
There are a few ways to go about this. Match each method to the correct description. Upload files to Xero Drag and drop documents into Xero Send file attachments via email. Which of the following is a conversion date we would recommend? The start of the financial year. Choose the right kind of adjustment to use for the situations listed below. How can you do this? Add a column for the tracking option and a column for its budget.
Here are some statements highlighting some key considerations to remember. Why is the fifth project not showing? There is no activity on the project The project has been closed There are no tasks in the project.
What user role do you need in Projects to be able to resolve this? You need to have the Standard user role to be able to delete a project You can delete the project if you have the Projects Admin user role You can delete the project if you have the Projects Limited user role. Which feature would you use for this? Which option is best for this? Copy template. Which user role can activate Projects in a Xero organisation? Only the Adviser. You notice an employee has miscoded their expense claim.
Which insights will show on your Advisor Directory listing? Question 2 Which user roles can view all Practice queries for all Practice clients? Use the dashboard Assessment Question 1 You want to watch spending in the staff entertainment expense account, to make sure the team stays within the monthly budget. How do you add an existing account to the Account watchlist on the dashboard? Question 2 You started a new online store and are setting up features in the Xeroorganisation.
Question 3 A while ago you switched off notifications. You want to turn them back on to get status updates for the organisation's bank feeds. How do you do this? Especially if you choose to show specific items publicly on online invoices. Question 2 Now you understand how to invite users and edit permissions, complete the following statements. Question 2 Your online store has customers and suppliers in several countries.
Your base currency is USD. What do you do next? Use files in Xero Assessment Question 1 You want to upload files to Xero and attach them to client invoices. There are a few ways to do this. Match each method to the correct description.
Question 2 You can attach files in different areas within Xero, and show them beside transactions. Here are some statements for you to complete. Question 3 You uploaded a photo of a custom table you made for a customer, in to Xero.
Now you want to create an invoice and attach the file to it. How do you do this for each one? You want to approve the last- minute invoices. Question 3 Your organisation wants to add a custom tax rate as the default for certain accounts in the chart of accounts.
Question 4 You want to see how different parts of the business are performing. You have five regions with three divisions in each. Adjust the chart of accounts Assessment Question 1 You noticed that an expense account you added a while ago, now has a lock icon next to it. What's the reason for this? Which account field must be unique?
Can you identify some mandatory and non-mandatory fields? What account type should you use so Xero automatically creates a PayPal account and shows it on the Bank accounts screen? Question 2 You completed the import template with unpaid invoices and want to import it into Xero. Which of the following is a conversion date we would recommend? Question 2 There are a number of unclearedcheques at the time of conversion, and you want to enter conversion balances for the accounts.
Question 3 You want to enter prior years closing balances without having to enter the full historical data, what feature could you use in Xero to achieve this? Can you complete the statements below about entering conversion balances in Xero? What could be the reason for this?
What's the best way to check that you successfully saved your conversion balances in Xero? Part 3. Contacts 1. This way, you can make the most of your time when working with a customer or supplier. Match the key areas of the Contacts screen with their purpose. How would you run this report from within the contact record? Complete these statements, highlighting different ways to keep contacts up to date. Which of these is a way that Smart Lists can be used for contacts?
Part 4. Banking 1. Bank accounts and transactions Assessment Question 1 You clicked Get bank feeds for the business bank account, and were redirected to a Xero Central page explaining the setup process.
Which type of bank feed is this? Which file type needs the columns mapped to the fields in Xero, the first time you use it? How do you manage this? How would you enter the information in Xero to reconcile the transactions? Question 2 You paid money from a business bank account to a credit card and it's time to reconcile the transfer. You set the bank rule to match all of several conditions, but only one of these matches the information displayed on the statement line.
How can you resolve this? Question 1 You have many outstanding transactions to reconcile. A bank rule picked up 25 of them that are from the same payee. How do you fix the difference? Can you complete the statements below? Question 3 The best way to prevent bank statement import errors is to prepare the data the right way. Can you complete the statements below about the key points to remember when preparing your data? How can you fix this? Part 5. Inventory 1.
Get started with inventory in Xero Assessment Question 1 Your business offers services that you want to add as inventory items. You decided that you don't want Xero to calculate the quantity or the value for the items. What's the best approach to take? Here are some statements that highlight how Xero deals with transactions associated with inventory items. How can you resolve this issue?
Import inventory Assessment Question 1 You want to import a combination of tracked and untracked inventory items using the items template. How can you do this in Xero? Question 2 You previously recorded the purchase of stock to a current asset type account.
You want to start using tracked inventory from today. What adjustment account should you use while preparing the opening balances template? Here are three incomplete sentences about troubleshooting tips. Question 3 Xero gives you an error message when you try to delete an untracked inventory item.
Question 1 Inventory adjustments can be required to keep inventory numbers accurate. Choose the right kind of adjustment to use for the situations listed below. Can you complete the statements below about scenarios that end with an error message? When you re-import your opening balances, Xero warns you that the quantity for one of your items will fall below zero.
Can you complete the statements below that highlight what causes these error messages? Part 6. To help save time manually entering information in the future, what should you include in the email template? Here are some statements highlighting key considerations to remember.
The statements below highlight key things to remember. Here are some statements highlighting some key considerations to remember. Which tab can you do this from? Which three fields must be completed to send a quote? Part 7. How do you check that this purchase order was sent? Question 2 You approve your first purchase order in Xero, and now it's time to send it to your supplier.
What process do you follow to send the purchase order? Question 2 Save time by setting default information for a supplier under Contacts. What default information can you set for a supplier? Question 3 Creating a template for a repeating bill is a great way to automate data entry and save time.
Here are some incomplete statements about repeating bills. You will watch the live or pre-recorded webinar and correctly answer five questions on what you have seen. If you successfully complete all four courses for the year, you will have the 20 credits that you need to stay certified. What, exactly, is Xero Certification? The eLearning course will take about six hours and includes how to set up and run Xero on a day-to-day basis.
There are knowledge checks throughout, which means you are assessing your knowledge and understanding as you move through the certification. To download and print your certificate:If youre not already logged in, click Login in Xero Central. Click your profile image in the top right corner, then select My learning. Under Certifications, find the relevant certificate, then click Print. Under Certificates, check the expiry date next to the certification. If your certification has expired, click Renew to complete the outstanding product updates and get recertified.
If youre a student, click Start my lesson in your course registration email and then log in to Xero Go to https:learn. Enter your email address and password.
Make sure you use the same details that you registered with. Click Log in. If youve set up MFA, follow the steps in Xero to authenticate your login. Become Xero advisor certified Become proficient with the core features of Xero and get the knowledge and skills you need to serve clients well by completing the Xero advisor certification programme.
These training courses provide a solid foundation for becoming a proficient and effective advisor. If youre not already logged in, click Login in Xero Central. What is Xero Certification? The package of the eLearning programmes takes about six hours and includes how to set up and run Xero on a day-to-day basis.
There are various information checks throughout, which means you are judging your understanding and knowledge because of the qualification. The airSlate Business Cloud consists of four products. Learn more. Become a partner Find a partner. Start free trial. Log in. Home Documents Other Update xero advisor certification answers from Use Flow.
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Now,plete xero certification answers 12 short courses on core aspects of the product from Xero HQ through xero advisor certification test answers pdf to reporting. We asked over 2, partners across the globe what they wanted when learning Xero. E-learning : Complete all of the 12 courses by correctly answering the assessment questions Before, to gain your advisor certification,pleted xero advisor certification test answers pdf four core courses, and your xero advisor certification answers choice of four electives.
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