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Xero Practice Manager Best Practice

Self-paced learning
Launch course

4 Advisor credits


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.

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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