Xero Practice Manager

XPM Job Processes

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

XPM Scheduling, Workflow and Capacity

• Workflow Scheduling within XPM

Managing Contractors, Subscriptions and Disbursements with XPM

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

Invoicing Processes

• Overview of Invoicing in XPM
• Invoices and Timesheets