Xero Practice Manager

XPM Job Processes

• How to Correctly Close 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