- 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
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 .
- My Xero
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