Back to your search

Keeping Client Data Up to Date in Practice Manager

Self-paced learning
Launch course

3 Advisor credits

Free

15 MINUTES

Learning objectives

In this course, you'll learn how to add, edit and archive clients in Practice Manager to make sure that your client data is always up to date.

Course outline

    • Introduction
    • Edit Clients
    • Edit Groups
    • Remove Contacts
    • Archive
    • New Clients

Pre-course preparations

There is no pre-course preparation required.

Topics covered

  • Practice Manager

More courses you might be interested in

New

Managing security in Xero

Protect your business with a strong defence View course

Web Link - 1 HOUR

5 Payroll CREDITS - 1 CPE CREDIT

The Payroll Quarter for all things Xero payroll - April 2018

Your quarterly one spot stop to stay up-to-date on the latest happenings with Xero Payroll in the US. View course

Self-paced learning - 45 MINUTES

40 Migration CREDITS - 3 CPE CREDITS

Xero Migration Certification (Self-Paced)

Successfully moving your new and current clients onto Xero can sometimes become stalled. We've come up with a certification course to prepare you and your practice for accurate and efficient migration of your clients onto Xero. View course

Self-paced learning - 2 HOURS 30 MINUTES

Still not what you're looking for?