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.
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
- Practice Manager