Practice Management Training Webinar

Contents

  • 0:00 Connecting the Xero Practice Manager (XPM) Add-on
    • 1:00 No access to connect accounts or Authorise 3rd Party Full Access privilege
  • 2:15 Connecting the APS Software Add-on
  • 3:08 Import Client Profiles
  • 4:29 Connecting Existing Clients (Companies / Trusts)
  • 6:02 Connecting Existing Clients (Individuals)