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Xero Practice Manager - Tips & Tricks

Self-paced learning
Launch course

3 Advisor credits


Learning objectives

In this course, we'll explore a number of useful areas within Xero Practice Manager that you might not have considered.

We'll give advice around reporting out of, and importing data into, Xero Practice Manager as well as looking at a couple of specific features.

Course outline

    The main areas covered are:
    • Report Builder
    • CSV Import/Update
    • Lead & Quote Manager
    • Bundle service job options

    This webinar is aimed at partners currently using Xero Practice Manager (post-implementation).

Topics covered

  • Practice Manager

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