Manage jobs in Xero Practice Manager
Outline
Watch this if you are:
- An accountant or bookkeeper wanting to get set up for the new year in Xero Practice Manager
Watch this to learn about:
How to complete Work in Progress wash ups, closing off annual jobs and updating custom fields
Set up jobs for the new year for different client types such as annual tax and compliance clients, repeating work clients and annual service agreement clients
Where to get help