XPM - Client and Contact Management

Xero Practice Manager is purpose built to manage your Client and Contacts. Take a deep dive into clients and contacts and how managing these will enhance your practice and data integrity.

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Course curriculum

1. Welcome to Client and Contact Management in XPM
2. In this Course
3. An Overview to Client and Contact Management in XPM
1. Overview
2. Filters
3. Filters
4. Client Records
5. Client Records
6. Clients - Knowledge Check
1. Overview
2. General
3. Contact Details
4. Tax and Company
5. Billing
6. Creating a Client
7. Create a Client - Knowledge Check
1. Overview
2. Creating a New Contact
3. Creating a Contact
4. Create a Contact for a Client - Knowledge Check
1. Overview
2. Create a Group
3. Add Clients to a Group
4. Remove Clients from a Group
5. Delete a Group
6. Change the Address for All Clients in a Group
7. Creating a Client Group
8. Creating Client Groups - Knowledge Check
1. Overview
2. Add a Relationship
3. Edit or Delete a Relationship
4. Creating a Relationship
5. Set up Client Relationships - Knowledge Check
1. Overview
2. Edit a Client's Details
3. Edit a Contact’s Details
4. Editing Client and Contact Details
5. Edit a Client - Knowledge Check
1. Overview
2. Archive a Client
3. Restore a Client
4. Delete a client
5. Merge Duplicate Clients
6. Data Updated or Lost During Merge
7. Archive and Delete Clients
8. Archive, Delete or Merge Clients - Knowledge Check
1. Overview
2. Edit Staff Access to a Client's Tax Returns
3. Restrict Access to a Client's Tax Returns
4. Restrict Staff Access to a Client's Tax Returns - Knowledge Check
1. XPM Client and Contact Management - Summary
2. The Path to Success