Xero Practice Manager AU

7,500.00

Unlock powerful practice management software, all in the XPM Platform!

This Xero Practice Manage course is all about streamlining your workflows and boosting efficiency.

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Description

  • Course developed and taught by real world industry leaders, not academics
  • 100% flexible – Study online, anytime, anywhere, on any device
  • Industry connections to connect you with employers and industry contacts

 

Who should enrol in this course

  • Bookkeepers, accountants or firms who are using or considering using XPM
  • Individuals wanting to pursue a bookkeeping or accounting career
  • Business professionals who want to expand their accounting software skills

 

Course outline:

This course will help you on your way to becoming a skilled and experienced accountant or bookkeeper.

By completing the Xero Practice Manager course, you will develop your accounting expertise and build the job-ready skills and knowledge to:

  • Understand how XPM plays a part in business
  • Establish and maintain organisations inside of XPM
  • Reconcile reports, including running and lodging a BAS

Course Modules

  1. XPM Dashboard (showing WIP, Clients)
  2. Create an Invoice from the Invoice Dashboard and Job Page
  3. Sync invoices from Xero Blue to Xero Practice Manager
  1. Add, Edit and Delete Tasks, Costs and Time on an Invoice
  2. Set up fixed fee invoicing for a job
  3. Deposit/Interim Invoices
  4. Progress and Final Invoices
  5. Multi-Client Invoices
  1. Adding, Editing and Settings for Jobs and Tasks
  2. Staff allocation
  3. Job states and managing workflow
  4. Billable, Non-Billable and Capacity Reducing
  5. How to enter time via Quick Time Entry, Direct on a Job, Time Dashboard, and other methods
  1. How to carry forward or write-off timesheets
  2. How to Print, Email or Export Staff Timesheets
  3. Resolve issues with Timesheets
  1. XPM WIP Wash Ups

Course information

The Xero Practice Manager course is comprised of online, self-paced modules delivered through the Ab² digital learning portal.

At Ab2, we pride ourselves on providing the best student experience, and we will support you throughout the whole of your program completion by providing:

  • Online learning, enabling you to study anywhere, anytime
  • One on one and group coaching sessions with industry experts
  • 24/7 support
  • Student Facebook groups so you can connect with your fellow learners!

Approximately 6 hours

6 months from enrolment

Immediately

  • A working computer with Microsoft Office
  • An internet connection

Once we receive your enrolment, your Ab2 Student Experience Advisor will reach out to see if he or she can answer questions about starting the program.

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