Xero Practice Manager Demonstration: Best practice workflows

Join a Xero Partner Consultant for a practical demonstration of our recommended best-practice workflows in Xero Practice Manager.   View course

Live webinar - 1 HOUR

3 Advisor CREDITS

Adding Fixed Assets with Taxation and Pooling

We’ve recently added some great new functionality to Fixed Assets. In this video, you will learn how to set up fixed assets with taxation and pooling. View course

Self-paced learning - 8 MINUTES

2 Advisor CREDITS

Applying a management report template

Learn how to apply a report template to any of your clients. You will see how reports can be customised further, if required, in the client organisation. The video focuses on creating groups, collapsing/expanding groups, adding schedules, and adding note references. View course

Self-paced learning - 5 MINUTES

2 Advisor CREDITS

Budgeting for financial success

Understand how Xero's Budget Manager helps you use Xero to your best advantage for planning the financials of your client's business View course

Self-paced learning - 35 MINUTES

New - 3 Advisor CREDITS

Bulk running of Uncoded Statement Lines report

In this course you will learn the workflow of bulk downloading the Uncoded Statement Lines report for a group of clients. View course

Self-paced learning

Carrying out everyday tasks

Learn how to carry out key bookkeeping tasks, including Bank reconciliation, Sales invoicing and Purchase bills View course

Self-paced learning - 45 MINUTES

Introduction to client onboarding

Check out this guide to using the client onboarding landing page and videos to get your clients up to Xero speed. View course

Web Link

2 Advisor CREDITS

Converting a Client's Fixed Assets and setting up a Fixed Asset Pool

Understand how to setup and register Fixed Assets as part of conversion View course

Self-paced learning - 10 MINUTES

2 Advisor CREDITS

Converting a client's tracked inventory

Understand how to setup Tracked Inventory as part of a conversion View course

Self-paced learning - 30 MINUTES