This article is an extract from the book 'Everything you need to know about Xero Practice Manager'
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There are some settings in XPM you need to get right. In this section we’ll be reviewing the essential settings to ensure your practice is set up to succeed.
To get started, go to ‘Business > Settings > Client Settings’ in your XPM.
There is very little you need to add, edit or modify with your client settings as most of these are already set up correctly for you. There are some areas and definitions that it pays to be aware of, which are covered below.
You will find your business structures under ‘Business > Settings > Client Settings > Business Structures’. You should find these relevant to the country you are in but if not, you can edit these here. They are used for reporting but also for determining the return types available on a job that relates to that client. All clients should have a business structure associated with them.
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