This course is for small business owners, accountants and bookkeepers who want to learn how to manage their business contacts in Xero.
This course covers topics in the L3 Xero specialist certification.
Manage business contacts in Xero
By the end of this course, you will be able to:
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Navigate the Xero contacts menu to identify, sort, and locate customer and supplier records efficiently.
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Create and update individual contact records by entering essential details and financial settings accurately.
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Merge, archive, and manage duplicate contacts to maintain an accurate and organized contact list.
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Organise contacts by establishing groups and custom smart lists to streamline bulk invoicing and targeted communication.