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Setting up your practice in Xero

Self-paced learning
Launch course

2 Advisor credits



Learning objectives

  • How to enable your practice profile
  • Invite a practice admin user
  • Add the free practice organisation
  • Create billing accounts
  • Add and assign staff to clients
  • Add client organisations
  • Create client groups, and
  • Edit report publishing settings

Course outline

    Getting your Xero Practice setup right at the beginning is a key task. We'll show you how to add and manage clients and staff in My Xero, so you can be sure that everything will run smoothly in the future.

    Note: This is part of initial Xero Certification as Elective course or can be taken as part of maintaining Xero Certification.

    Download the Quick reference guide for the course .

Topics covered

  • My Xero

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