This practical one-hour CPD training will take you through how to set up jobs in an efficient way for different scenarios. Neha shows you how to use quotes efficiently and automate your invoicing.
We cover the following:
- How to get the most out of your invoicing
- Manage timesheets and WIP
- How to best use the Practice Manager's job templates
- Better track performance and KPI's
- Navigate the Dashboard and Clients tabs
Course Curriculum
- Best Practice Workflows in Xero Practice Manager Webinar
Resources:
Disclaimer:
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.