Library of learning resources

Xero Practice Manager Self Implementation Programme

There are a number of resources listed in each tutorial. This is a summary of all the resources in this programme.

Step 1: Staff setup

Step 2: Job settings

Step 3: Enter tax settings (NZ)

Step 4: Enable Xero interface

Step 5: Setup clients

Step 5: Setup clients

Step 6: Customise practice settings

Step 7 : Create jobs

Step 8: Customise more settings

Step 9: Go live and beyond