Training videos
Xplan
- How do I create a client in my portal from Xplan?
- How do I import a Client group from Xplan with a shared email?
- How do I review the integration progress with Xplan and review import data into the partner portal?
- How do I connect a client to their Xplan file within the partner portal?
- How do I Connect/Reconnect to Xplan?
- How do I trigger an import of data from Xplan to my portal?
Getting Started
Admin Settings
Clients
- How to filter To-dos
- How to manage Client workspace requests
- How to use the Advanced Search feature
- How to create an entity as a client and add connections from your portal
- How to bulk assign staff to clients
- How to enable/disable MFA for clients individually
Configure
- How do I customise the Mobile App?
- How to set up your Xero Practice Manager (XPM) Integration
- How do I set up my services in the Partner Portal?
- How do I configure my client surveys?
- How do I set up Report Covers ?
- How do I direct property statements straight to the portal?