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Setting up Xero Practice Manager - Step By Step

Video series

Free

1 HOUR 21 MINUTES

Learning objectives

  • See how to implement Practice Manager in a series of logical steps
  • Walk through setting up staff, clients, jobs and practice settings
  • Find out about the next steps after initial set up

Course outline

    This course will walk you through the basics of implementing Xero Practice Manager and share our top tips for go live. After watching this course, check out this Go Live Checklist as a final check to make sure everything is in place to make the transition to XPM.

Topics covered

  • Practice Manager
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