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
- Security privileges (Practice Studio Help Center)
- practice-staff-import.csv (CSV file)
- Filters in Practice Manager (Practice Studio Help Center)
- Custom billing rates (Practice Studio Help Center)
- Productivity reporting (Practice Studio Help Center)
- Staff import (Practice Studio Help Center)
Step 2: Job settings
- Task Manager (Practice Studio Help Center)
- sample-task-import.csv (CSV file)
- sample-cost-import.csv (CSV file)
- Milestones (Practice Studio Help Center)
Step 3: Enable Xero interface
Step 4: Setup clients
- Set up customized client business structures (Practice Studio Help Center)
- Custom fields in PM (Practice Studio Help Center)
- Clients in Practice Manager (Practice Studio Help Center)
- Grouping clients in Practice Manager (Practice Studio Help Center)
- Add an export code to your client record (Practice Studio Help Center)
- sample-client-import.csv (CSV file)
Step 5: Customize practice settings
- XPM Practice Settings Guide (PDF file)
Step 6: Create jobs
- sample-job-import.csv (CSV file)
- sample-job-cost-import.csv (CSV file)
Step 7: Customize more settings
- Setup custom documents (Practice Studio Help Center)
- Set up notifications (Practice Studio Help Center)
- Notifications types in XPM (PDF file)
- Link to your document management system (Practice Studio Help Center)
Step 8: Go live and beyond
- Go Live Checklist (PDF)
- Global System Admin guide (PDF)
- Global Office Admin guide (PDF)
- Global Staff guide (PDF)