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Xero Practice Manager Best Practice - recording

Self-paced learning
Launch course

4 Advisor credits

Free

1 MINUTES

Learning objectives

Keeping things streamlined and simple is the key to using XPM efficiently. Learn about notifications, how your invoicing process can be optimised by streamlining your job templates, and how to quickly create the reports you need to run your practice.

Watch the recording and make sure you click the forward arrow to see the knowledge check question, after the video ends.

You can navigate back to the Xero Education Week homepage to check out other recordings.

Course outline

    In this course, you'll learn how to:
    • use notifications effectively
    • how to create better looking invoices by using job templates
    • some great tips on navigating around XPM
    • using filters and searching
    • how to get the most from report builder
    • about the key updates to XPM & Tax over the last 12 months

Topics covered

  • Practice Manager

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