Xero Practice Manager Team Training

Will McTavish

Who is this course for?

This course has been designed for anyone that uses Xero Practice Manager.  It is broken down into 4 sections – All Staff, Partners/Directors, Practice Managers and Accounts Administrators.  By the end of this course you and your staff will be properly trained to use Xero Practice Manager to its full potential.

What does the course cover?

This course covers everything you need to know to use XPM on a day-to-day basis and how to make updates and changes. The training ranges from the absolute basics such as entering timesheets, right into the more technical areas such as setting up Billing in Advance jobs.

How long does it take?  

Each section takes between 30 minutes and 1 hour to complete.  To complete the full course you will need about 4 hours.  We recommend budgeting an additional hours of time for each section to practice what you are learning while logged into XPM.

Why take this course?

This is your all-in-one course to learn exactly how to use XPM for any role in the organisation.  We couldn’t have made it any easier.

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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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