Xero Practice Manager Setup & Best Practices

Will McTavish

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Who is this course for?

This course is for anyone wanting to avoid the common pitfalls when implementing XPM into their practice.  The course also ensures the implementation of XPM goes smoothly without disruption to your day-to-day operations.

What does the course cover?

The course starts with taking you through how to write up a project plan.  It is critical to ensure you get the timing of the implementation right, so we want to get that nailed down first.  We then take you through every step of the way.  We should you how to set the account up, use the right processes for your jobs, design your documents, then help you load your current jobs with opening WIP balances.  We will also be showing you how to setup your Xero integration and explain how it works.

How long does it take?

This course is best conducted over 6 weeks with 4 weeks dedicated to setup and 2 weeks to staff training and post go-live steps. Each week you can expect an hour of instructional content and 1-2 hours of actions.

Why take this course?

XPM is a system you will need help setting up.  It is such a powerful tool that reduces admin time, but when setup incorrectly it can cause inefficiencies around invoicing and ineffective reporting.  Our course ensures you avoid all the common mistakes and you are able to utilise the power of this incredible platform.

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Course Content

Modules Status
1

Course Introduction

2

Setting up your XPM

3

Importing your Clients

4

Designing your Documents

5

Job Processes

6

Setting up your Workflow Schedule

7

Creating your Repeating Jobs

8

Completing your Setup

9

Staff Training

10

Post Go-Live

11

XPM Reporting

12

Next Steps

Course progress

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What our fans say

Although we use WorkflowMax daily, we knew we weren’t maximizing all functions to their full potential. The tricks and tips explained in the Link Academy Course have helped us implement some successful changes, including how we use the report function, allowing us to get the best from the program. A really helpful, easy to follow course, that will beneficial to all, even if you have been using WorkflowMax for a long time.
Meghan Heath - Cymon Allfrey Architects Limited
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