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