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Managing client organizations in My Xero

Self-paced learning
Launch course

2 Advisor credits

Free

Learning objectives

This course is for the master administrator and administrator users in your Xero practice. The master administrator is responsible for creating and managing the practice billing accounts. Administrators with access to these billing accounts can connect new clients to Xero. They can also update the pricing plan you have selected for a client. Only the master administrator can transfer a subscription to a new owner.

Course outline

    • Create billing accounts
    • Add client organizations
    • Change client subscriptions

Pre-course preparations

Please note: this course replaces "Setting up your Xero practice" and "Managing staff and clients in My Xero". If you have already completed either of those courses, completion of this course is not recommended.

Topics covered

  • My Xero

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