Library of learning resources

Xero Practice Manager Self Implementation Program

There are a number of resources listed in each tutorial. This is a summary of all the resources in this program.

Step 1: Staff setup

Step 2: Job settings

Step 3: Enable Xero interface

Step 4: Setup clients

Step 5: Customize practice settings

Step 6: Create jobs

Step 7: Customize more settings

Step 8: Go live and beyond