XPM - Fundamentals
Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency. Learn how to navigate through the platform and take a client right through it's lifecycle.
Course curriculum
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Welcome to Getting Started with XPM
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In this Course
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The Xero Practice Manager Dashboard
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XPM Navigation Menus
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View and Add Clients
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Dashboard, Menus & Clients
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Dashboard, Menus & Clients - Knowledge Check
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XPM Jobs
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Entering Time
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Jobs & Entering Time
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Jobs & Entering Time - Knowledge Check
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Invoicing
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Invoicing
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Invoicing - Knowledge Check
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XPM Fundamentals - Summary
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The Path to Success
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About this course
- 16 lessons
- CPD: 1.5 hours
- All Users
More with XPM
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XPM - Client and Contact Management
CourseXero 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.
Free
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XPM - Recording Time
CourseEnter time in Xero Practice Manager against billable jobs for clients, non-billable internal costs, using global search, on a job or timesheet, or directly against a client. We show you how in this course.
Free
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XPM - Invoicing
CourseXero Practice Manager can manage all your invoicing needs. Join as we take you through the the various different ways to capture time, invoice clients and get paid.
Free
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XPM - Dashboards (WIP, Invoices, Clients)
CourseDashboards are a great tool within XPM to find information quickly, accurately and customised for your purposes. We teach you how to use these in detail in this course.
Free
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XPM - WIP Wash Up
CourseA WIP Wash Up process is essential for all accounting practices to master, especially when using upfront payment, or ongoing payment functionality. Learn the pros and cons of each approach and when to use the relevant WIP Wash Up process.
Free