Xero Practice Manager

Xero Practice Manager Setup

• Setting up your Xero Integration with Xero Practice Manager: Invoice Settings

XPM Document Design

• Where do I send my invoices from when using Xero Practice Manager and Xero?

XPM Job Processes

• How to do a WIP Washup on Jobs in XPM
• How to Write On and Write off Time in Xero Practice Manager (XPM)
• How to Clear Historic WIP from Archived Jobs in XPM
• How to Correct WIP on Internal Jobs in XPM
• How to Manage Fixed Price Billing Engagements in XPM
• Job Budgets in XPM

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XPM Scheduling, Workflow and Capacity

• Adding Job Task Estimated Times for Scheduling and Capacity Planning
• Workflow Scheduling within XPM

Managing Contractors, Subscriptions and Disbursements with XPM

• Managing Contractor Disbursements in XPM
• How to Manage Xero Subscriptions Invoiced Separately from Accounting Fees in XPM
• Managing Xero Subscriptions Against Fixed Price Jobs in XPM

Invoicing Processes

• Billing Fixed Price Agreements in XPM
• Overview of Invoicing in XPM
• Invoices and Timesheets in XPM

Administrator Training with XPM

• How to Remove Staff from your Xero Practice Manager
• How to Update Staff Email Addresses in Xero Practice Manager

Practice Reporting

• Practice Reporting with Xero Practice Manager: The Work In Progress Equation
• Practice Reporting with Xero Practice Manager: Interpreting your Work In Progress Balance
• How to Reduce your Work in Progress Balance with Xero Practice Manager
• Measuring your Negative Work In Progress Balance with Xero Practice Manager
• Avoiding a Negative WIP Crunch with Xero Practice Manager