Xero Practice Manager Setup & Best Practices

Will McTavish

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

Course Introduction


Setting up your XPM


Importing your Clients


Designing your Documents


Job Processes


Setting up your Workflow Schedule


Creating your Repeating Jobs


Completing your Setup


Staff Training


Post Go-Live


XPM Reporting


Next Steps

Course progress

Course Navigation

What our fans say

Will and Reuben are two of the great cloud integration pioneers transforming cloud technology for small business in New Zealand. Both have demonstrated an unwavering commitment to the pursuit of knowledge, and are well regarded as thought leaders in the industry. The Link Academy Course represents an exciting opportunity to tap into their wealth of knowledge to empower your business and harness the full customisation and flexibility that WorkflowMax provides.

Stewart Ellison

Stew Ellision - Xero
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