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Welcome to XPM Self Implementation Training

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Free

3 HOURS

Learning objectives

This course takes you through the implementation steps required to get Xero Practice Manager up and running in your practice. There are multiple tutorials, with videos, detailed instructions and useful resources that will help you complete each step in your implementation journey.

Course outline

    You will learn the following:
    • Customizing practice settings
    • Integrating with Xero Practice Edition
    • Importing data
    • Transitioning your firm and your staff to XPM

    Depending on the size of your business and the level of customization you require, it could take anything between 3 and 20 hours to complete the tutorials. This course is aimed at the Practice Administrator in your business, however all users in the practice will benefit from the content.

Topics covered

  • Practice Manager

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