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Reviewing client settings for accuracy

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • How to find and update basic information within Settings
  • edit Contact details
  • turn on the Client's Public Profile
  • locate and verify Financial Settings
  • check invited Users and their permissions
  • find and verify Tracking Categories and Options
  • edit Branding themes, check default Invoice Settings and verify Payment Services
  • review the Chart of Accounts and verify accounts in the Archive tab

Course outline

    Ensuring a Client has been setup correctly is very important. In this course, we'll show you the key areas to review post conversion in Xero, including Settings and the Chart of Accounts.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course .

Topics covered

  • Settings
  • Conversion

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