Customise templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software. Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices. Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software.

Customize templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software. Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices. Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software.

2023年3月1日 · Once you’ve implemented Xero Practice Manager (XPM) using our implementation guide, watch these videos to discover the best way to use XPM for your business.

2024年11月28日 · Xero Practice Manager (XPM) is a cloud-based practice management program designed for accounting firms and professionals with clients using Xero. It lets you create jobs and assign them to your staff, track time worked and convert them into invoices, and manage your practice on the go via its mobile app.

2023年9月25日 · Xero Practice Manager is the all-in-one practice management tool for our accounting partners. Use Practice Manager to: You can start a free 14-day trial account on Xero.com. And if you're a Xero Partner with silver status or above, the subscription is free.

2022年10月5日 · Practice Manager is our practice management tool for Xero Partner Program members. Use Practice Manager to: Keep track of your jobs and deadlines; Allocate staff and schedule work; Invoice your clients; Track time, work in progress (WIP) and job profitability; You can start a free 14-day trial account on Xero.com. And if you're a Xero Partner ...

2024年7月23日 · The accounting practices issue/raise subscription invoices in Blue Xero. However, there is no corresponding entry in XPM raised as a disbursement to offset the invoice when using Blue Xero. The syncing of invoices from Blue Xero to XPM was not activated previously. I enabled this last week with the assistance of the Xero helpdesk.

Customise templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software. Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices. Run standard reports, customise sample reports, or build your own using Xero’s practice management software.

Learn to assign work, integrate apps and customize reports in just one hour a week. Navigating XPM can be challenging, so let us help. We’ll show you XPM best practices so you and your clients have the best experience. The online workshops start in September 2022 and will be held virtually every two months for groups of five to ten.

Invite or import your staff or certified advisors into Practice Manager, then edit their permissions and privileges to set what they can see and do. Changes to staff in Practice Manager aren’t reflected in Xero HQ. You’ll need to set up your staff in Xero HQ separately. You need practice administration privileges to set or change staff permissions.