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Advanced tips for partners

Posted 1 year ago in Advisors by Daniel Hustler
Posted by Daniel Hustler

As you progress through your journey with Xero, it can be helpful to learn more about advanced features to set your practice up for success. Whether you are looking for more ways to save time, tips you can share with clients, or how to get the most out of the Xero App Marketplace our Education team is here to help. 

Education Month is running in Asia for the month of June with one of our most popular webinars covering advanced tips to help you run your practice more efficiently. Join us by registering here.

If you are short on time, you can take a peek below for three of our top time saving tips.

Work smarter, not harder

  1. Gather client information with Xero Ask: Send questions to your clients using Xero Ask. You can create templates for year-end questionnaires and client surveys. You can also see up-to-date responses, and gather information via a secure portal.
  2. A faster way to group accounts in reports: When editing a report, hold the Ctrl or Command key, while clicking, to select multiple accounts. Choose Group Selection to group all the selected accounts in bulk on your reports.
  3. Page breaks: Add page breaks in your financial reports to keep related information on one page, or to split information into separate pages.

If you’re keen to learn more about time saving tips, you can register for the Advanced Tips for Partners webinar here. The next webinar will be held on 29 June 2021 from 10:00am – 11:00am SGT.

Join us throughout June

Throughout Education Month we’re discussing a range of topics including app partners, e-invoicing, wellbeing and how to get more out of Xero. Join us throughout the rest of the month to gain the skills and knowledge you need to grow your practice with Xero. If you’re in Asia, register now.  

We’ll be opening registrations for the US shortly, with Canada following later in the year. 

We can’t wait to learn more to do more with you.


Justin Brave
June 17, 2021 at 9.02 pm

Hi, is there any way to contact the administrator team? Please let me know! Thanks

Beeny Atherton in reply to Justin Brave Xero
June 21, 2021 at 11.24 am

Hi Justin, thanks for your comment. Can you please let me know what your enquiry is about so I can point you in the right direction? Thanks!

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