- How to enable your practice profile
- invite a practice admin user
- add the free practice organization
- create billing accounts
- add and assign staff to clients
- add client organizations
- create client groups, and
- edit report publishing settings
Getting your Xero Practice setup right at the beginning is a key task. We'll show you how to add and manage clients and staff in My Xero, so you can be sure that everything will run smoothly in the future.
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 .
- My Xero