This article is an extract from the book 'Everything you need to know about Xero Practice Manager'
Get a copy for your desk at www.linkedpractice.com
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 > Practice Settings’ in your XPM.
The checkbox that states ‘When adding a cost to a job, also add the cost to Cost Admin’ adds all disbursements added to a job to the cost admin database. It should always be off as it creates an ongoing mess of random disbursement types in our cost admin section, which will be covered later in this chapter. This makes it impossible to find, organise and report on these. Ensure this is off.
Enjoy this article? Buy the book.
Need help setting up, fixing up, or getting up to speed on Xero Practice Manager?
We can help at www.linkedpractice.com