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Xero Practice Manager Demonstration: Best practice workflows

Live webinar

Free

1 HOUR

Learning objectives

Join a Xero Partner Consultant for a practical demonstration of our recommended best-practice workflows in Xero Practice Manager. Understand how to set up jobs optimally for different scenarios, learn how to use Quotes efficiently and automate your invoicing, and how to extract the KPI information you need.

Course outline

    • Navigate the Dashboard and Clients tabs
    • Manage leads, quotes, tasks and invoices for annual jobs like Tax Compliance and service agreements
    • Get the most from your invoicing
    • Manage timesheets and WIP
    • Tips for using Practice Manager’s job templates
    • Tracking KPIs and understanding the performance of your business

Topics covered

  • Practice Manager
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