This training session covers the SuiteFiles and XPM integration. We'll take a look at how to install the Chrome extension, how to create new client, job or quote folders in SuiteFiles as well as saving Workpapers, reports and using SuitePrint.
Want to learn more?
This training session will cover the following topics:
- Installing the SuiteFiles Chrome extension
- Setting up the Xero Practice Manager Integration
- Using the Xero Practice Manager and SuiteFiles Integration
- Xero Merge Fields for Templates
- How to use SuitePrint
- Recommended Folder Structure When Using Xero Practice Manager
- Are there any characters that cannot be used in XPM Client Names?
More On-Demand Training:
Just finished Xero Practice Manager Training and want to learn more? Move onto one of our next training sessions below:
|📌 Basics Training (60 min)||📋 Advanced Training (60 min)|
|Logging into SuiteFiles||SuiteFiles Scanning|
|File and folders Basics||Sharing & Collaboration|
|Downloading our apps||Templates|
|🔐 Administrator Training (45 min)||📝 Document Signing (60 min)|
|Security groups||Editing & Annotating PDF's|
|Managing Permissions||Preparing and sending documents for signing|
|Managing billing & invoices||Managing Document Signing|
|📅 SuiteFiles Connect (60 min)||💻 Other Webinars|
|Creating Connected Folders||Outlook add-in Training|
|Requesting and Reviewing Files||Chrome Extension Training|
|Managing Connected Folders||Other Integrations|
We're also always updating our Help Centre so if you have a question that hasn't been covered or want to request a webinar please don't hesitate to contact our team.