Onboarding for Best Practice

Learn how to reverse payments and receipt in Best Practice for optimal matching in Xero and

At the conclusion of this module you should:

• Be able to set up your Direct Credit payments in Best Practice for optimal matching
• Know how to reverse payments while using Surgical Partners

This tutorial assumes you already have the following knowledge:

• Know how to enter different payment types in Best Practice
• Know how to reconcile in Xero
• Know how to locate bank statements in Xero

If you do not already have these skills, please refer to:

• Xero Central Learning 
• Best Practice Learning