Introduction

Step 8: Go live and beyond

In this section, you will learn what it takes to “go live” and to review the system.

Topics covered in this section

  • Go Live
    Use a checklist to make the switch and follow some tips to make a successful transition to Practice Manager.
  • Post implementation review
    Plan for a system review and consider engaging a Practice Studio Partner (PSP) to help you. Go to our Xero website, and scroll to the bottom of the page to find out more about our PSPs.