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Xero Practice Manager Self Implementation Programme

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Free

3 HOURS

Learning objectives

This course takes you through the implementation steps required to get Xero Practice Manager up and running in your practice. There are multiple tutorials, with videos, detailed instructions and useful resources that will help you complete each step in your implementation journey.

Course outline

    You will learn the following:
    • Customising practice settings
    • Integrating with Xero Practice Edition
    • Importing data
    • Enabling the tax module
    • Transitioning your firm and your staff to XPM
    Depending on the size of your business and the level of customisation you require, it could take anything between 3 and 20 hours to complete the tutorials. This course is aimed at the Practice Administrator in your business, however all users in the practice will benefit from the content. Once you've completed this self paced course, you may wish to do the webinar series. You can find that course here.

Topics covered

  • Practice Manager

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