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Using Xero Practice Manager for mid and above practices

Self-paced learning
Launch course

3 Advisor credits

Free

Learning objectives

Xero Practice Manager is a powerful tool for managing your practice. Join us to explore the workflow and processes that will help running a medium and above size practice in Xero Practice Manager. Find out how to create a lead, raise a quote, pay a deposit and create a job for a return. Understand how to use and enter time in timesheets.

Course outline

    • How to create a lead
    • How to raise a quote
    • How to pay a deposit
    • How to create a job
    • Understand the job workflow in Xero Practice Manager
    • How to create and prepare a return
    • How to use and enter time in timesheets
    • How to create and send out invoices for completed jobs

Topics covered

  • End of Financial Year
  • Practice Manager

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