Xero Practice Manager Implementation
1. Practice Settings
In this video we look at the practice settings in Xero Practice Manager to ensure these are setup correctly.
2. Clients, Jobs and Tasks
In this video we run through Clients, Jobs and Tasks to provide an understanding of how jobs are structured in Xero Practice Manager.
3. Adding Tasks
In this video we look at how to set up tasks correctly in Xero Practice Manager.
4. Job Categories
In this video we look at how to set up your Job Categories that allows you to easily filter your WIP.
5. Job States
In this video we look at how to set up job states in using Xero Practice Manager
6. Job Templates
In this video we cover what job templates are and how to create effective templates in Xero Practice Manager to make scheduling and reporting easy.
7. Custom Fields
In this video we look at how to utilise custom fields to capture non-standard information on jobs, clients, and other areas of Xero Practice Manager.
8. Xero Integration
In this video we look at how to setup the Xero Integration correctly while avoiding the common pitfalls.
9. Importing Clients
In this video we look at how to import clients into Xero Practice Manager using a CSV, including any Client Custom fields you might have.
10. Internal Jobs
In this video we look at how to setup internal jobs so time is captured correctly.
11. Creating Jobs
In this video we discuss how to set up jobs in Xero Practice Manager. We run through each of the fields in the job, and also talk about how to think about jobs as engagements you have with your clients.
12. Job Import
In this video we cover the easiest way to bulk create jobs in Xero Practice Manager
13. Capacity Planning and Workflow Management
14. Repeating Invoices in Xero
In this video we discuss how to set up repeating invoices in Xero to ensure they sync back to the correct jobs in Xero Practice Manager.
15. Inviting your Team
In this video we look at your staff list, the permissions and how to invite staff to Xero Practice Manager.
Go-Live Date!
16. Importing Your WIP
In this video we look at how to import your historical WIP from your old Practice Manager system.
17. Link Reporting Overview
In this video we look at Link Reporting which integrates with Xero Practice Manager to provide insights into your practices performance.
Physical Address
144 Riverbank Road
Otaki 5512
New Zealand
Phone Number
NZ: 0800 159 672
AU: 1800 613 188
Contact Email
contact@linkhq.com