Back to your search

Welcome to XPM Self Implementation Training

Web Link
Check it out

Free

3 HOURS

Learning objectives

This course takes you through the implementation steps required to get Xero Practice Manager up and running in your practice. There are multiple tutorials, with videos, detailed instructions and useful resources that will help you complete each step in your implementation journey.

Course outline

    You will learn the following:
    • Customising practice settings
    • Integrating with Xero Practice Edition
    • Importing data
    • Enabling the tax module
    • Transitioning your firm and your staff to XPM
    Depending on the size of your business and the level of customisation you require, it could take anything between 3 and 20 hours to complete the tutorials. This course is aimed at the Practice Administrator in your business, however all users in the practice will benefit from the content.

Topics covered

  • Practice Manager

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence. View course

Web Link - 1 HOUR

5 Payroll CREDITS

Quarterly Payroll Product Update - August 2018

In this recorded webinar you’ll learn about the latest product updates and feature releases within Xero Payroll. View course

Self-paced learning - 45 MINUTES

5 Advisor CREDITS

Quarterly Product Update - August 2018

In this recorded webinar you’ll learn about the latest product updates and feature releases within core Xero. View course

Self-paced learning

Still not what you're looking for?