Xero Practice Manager Setup

• Essential Practice Settings

• Clients, Jobs and Tasks

• Adding Tasks

• Job Categories

• Job States

• Job Templates (includes examples)

• Custom Fields

• Xero Integration

• Importing Clients

• Internal Jobs

• Creating Jobs

• Job Import (includes template)

• Capacity Planning and Workflow

• Repeating Invoices in Xero

• Inviting your Team

Team Training

• Navigation Overview

• Clients, Jobs and Tasks

• Adding Time and Disbursements to Jobs

• Invoicing

• Common Mistakes when Invoicing

• WIP Wash-ups

• Building Custom Reports

Go-Live Date!

• Importing your Opening WIP Balances

• Link Reporting Overview