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Module 2: The Foundations - Assessment

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Bookkeeper Course

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Course content

Module 1: Welcome to Admin Happy
Module 2: The Foundations
Module 3: Xero Partner Hub (XPH)
Module 4: Workspace (ClickUp)
Module 5: The AUTD (Always Up To Date) System

Module 2: The Foundations - Assessment

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1. In the cloud directory structure, what is the difference between A. Files and X. Files?

A. Files are for clients; X. Files are for internal use. B) A. Files are internal only; X. Files are shared with clients. C) A. Files are for accounting; X. Files are for HR. D) Both are visible to clients, but X. Files are read-only.

2. What is the purpose of a Client Profile?

A) To invoice the client for monthly services. B) To track the time spent on a client's file. C) To provide a snapshot of the client setup, bookkeeping requirements, and key notes. D) To communicate directly with the client's suppliers.

3. What is the recommended email setup for a client to help declutter their personal inbox?

A) A dedicated accounts@(clientdomain) email address. B) Using the Admin Happy Support Inbox exclusively. C) Forwarding all personal emails to the bookkeeper. D) Creating a new Gmail account for every supplier.

4. What is the purpose of the Client Comms Board?

A) A static document for storing client passwords. B) A live Google Sheet used for shared communication, review, and clarification between Admin Happy and the client. C) An internal chat room for the Admin Happy team. D) A public forum for client reviews.

5. What is the EA Collab-Support Portal?

A) A platform for clients to upload their receipts. B) The software used for processing payroll. C) An internal knowledge base and central reference hub for team training and procedures. D) The portal used to lodge BAS statements to the ATO.

PO Box 5192 | Frankston VIC 3199

Phone: 0412 440 051
Email: support@adminhappy.com.au

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