Program Outline

Module 1 - Overview

  • What is Xero Practice Manager

  • Limitations of Xero Practice Manager

  • Is Xero Practice Manager right for my practice?

  • How to support

Module 2 - Core Knowledge

  • Navigation overview

  • Clients, jobs and tasks

  • Billable vs Non-billable time

  • WIP Ledger

  • Setting up jobs

  • Entering time and costs

  • How to invoice in XPM

  • Recurring invoices in Xero

  • Biggest mistakes when invoicing

  • How to schedule your workflow

  • 5 steps for successful jobs

Module 3 - Setup

  • Implementation process overview

  • Start a trial of Xero Practice Manager

  • Organisation settings

  • Tasks

  • Staff

  • Job Categories

  • Job Templates

  • Job States

  • Custom Fields

  • Xero integration

  • Importing clients

  • Internal jobs

  • Setting up bulk jobs

  • Training your team

  • Importing WIP

  • Reporting

  • Link Reporting overview

  • Link Capacity overview

Standard Program

What's Included:

  • Step-by-step instructional videos

  • Email support

  • Chat support

Price: $1,000 NZD

Premium Program

What's Included:

  • Step-by-step instructional videos

  • Email and chat support

  • 3 x one-on-one project meetings

Price: $3,000 NZD

Example Video

 

This product has been added to your cart

CHECKOUT