Checklist: Set up new jobs in Xero Practice Manager
Outline
For accountants & bookkeepers. Download this best-practice checklist to help you set up jobs in the new financial year. Check off each step in the process, and get links to more information.
Checklist: Set up new jobs in Xero Practice Manager
![](https://xero-cdn.exceedlms.com/uploads/resource_recommended_pictures/targets/5327/activity_preview/nz-eofy-education-activity-image-checklist.png?Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cHM6Ly94ZXJvLWNkbi5leGNlZWRsbXMuY29tL3VwbG9hZHMvcmVzb3VyY2VfcmVjb21tZW5kZWRfcGljdHVyZXMvdGFyZ2V0cy81MzI3L2FjdGl2aXR5X3ByZXZpZXcvbnotZW9meS1lZHVjYXRpb24tYWN0aXZpdHktaW1hZ2UtY2hlY2tsaXN0LnBuZyIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MTcyNTc2NTQ4OH19fV19&Signature=mvkJ5ZOFPXcS6tlR5ZfVhBrEu3egn1OwoX7ruUgSid2cNWZuNmwKfMDhTUZ31aDEJpQ8EfW8CKYDEiVCVlpGNW3TNBlVi7jf9iWDZ0btcL0jmi05wYhsdeYwadOwGiFEpMjpHk7ZSJgco7EqD0Xr2fiKDXtL3q7xwLNqy~Sudhl~XncOZRU8h8Y9xbl4PE3TX1R6bkz4WeWG-JzLux0LC7J-JSKEwFh0momQORYE~hcCHOn4HFM4Ba~wU5KzigLQJTUqEicRv6Y2VRXmT~zS~iEAE9zUaH5one0pEnedFPqSgylDpdqbRqmkNRqGgY1FpwhoFynXJh0KVFzicr4rBw__&Key-Pair-Id=APKARHOTOVSJ62F5RNFF)