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 > Xero' in your XPM.
This area determines the information that arrives in your Xero when you receipt a purchase order in XPM. The most common purchase orders we receipt are for subcontractor or outsourced service provider fees. For this you will want Xero to receive the job number and purchase order number as a minimum, so you can find these easily in XPM should you need to. You may also want to include the job name however this tends to be fairly generic, eg. ‘Annual Accounts 2020’. We don’t typically use the purchase order description when creating purchase orders for our subcontractors or outsourced service providers.
Un-tick ‘Mark receipts as approved in Xero’, particularly for larger practices where the person receiving the supplier invoice may not be the person arranging payment. Having these invoices arrive as drafts provides another opportunity to ensure these costs are valid and are being correctly applied to and recovered by jobs. This is an extra approval step, however, so if you are a smaller practice you can tick this setting on to automatically approve your accounts payable and line them up for payment upon receipting your purchase order in XPM.
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