Xero Practice Manager
Why use Xero as a platform to run your accounting practice?
Accounting Industry Billing Models
- Accounting Industry Billing Models: Selecting a Fixed Price Agreement method
- Accounting Industry Billing Models: Fixed Price Agreements In-period
- Accounting Industry Billing Models: Fixed Price Agreements Contract-period
- Accounting Industry Billing Models: Fixed Price Agreements In-Advance
- Accounting Industry Billing Models: Types of Customer Engagements
- Accounting Industry Billing Models: Fixed Price Agreements vs Time-based Invoicing
Accounting Industry Revenue Streams
Xero Practice Manager Settings
- Xero Practice Manager Xero Settings: Where are invoices sent from?
- Xero Practice Manager Xero Settings: KPI/WIP Reporting
- Xero Practice Manager Xero Settings: Purchase Receipts
- Xero Practice Manager Xero Settings: Invoice Payments and Accounts Receivable
- Xero Practice Manager Xero Settings: Invoice Formatting
- Xero Practice Manager Xero Settings: Xero Integration Settings
Xero Practice Manager Integrations
Creating Engagements with Practice Ignition and Xero Practice Manager
- Setting up Engagements with Xero Practice Manager: Signing up new clients to Fixed-Price Agreements
- How to roll-out Practice Ignition for your Practice
- Setting up Engagements with Practice Ignition: Creating proposals for one-off engagements
- Setting up Engagements with Practice Ignition: Creating proposals for annual engagements
- Setting up Engagements with Practice Ignition: Setting up services in Practice Ignition
- Setting up Engagements with Practice Ignition: Setting up integrations in Practice Ignition
Managing Jobs with Xero Practice Manager
- Managing Jobs with Xero Practice Manager: Completing a WIP Wash-up
- Managing Jobs with Xero Practice Manager: 3 Tools for Managing your Job List
- Managing Jobs with Xero Practice Manager: Job and task notifications
- Managing Jobs with Xero Practice Manager: Identifying non-billable time sheets
- Managing Jobs with Xero Practice Manager: Travel Time
- Managing Jobs with Xero Practice Manager: Internal Time
Outsourcing and Disbursements with Xero Practice Manager
- Outsourcing and Disbursements with Xero Practice Manager: Managing Disbursements
- Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Actual Subscription Costs
- Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Estimated Subscription Costs
- Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Customer Repeating Invoices
- Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Accounts Payable
- Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions
Invoicing with Xero Practice Manager
- Invoicing Fixed-price Agreements with Xero Practice Manager: Why haven't my invoices synced from Xero to XPM?
- Invoicing with Practice Ignition and Xero Practice Manager: Fixed-Price Agreements
- Invoicing with Practice Ignition and Xero Practice Manager: Quoted jobs
- Invoicing Fixed-price Agreements with Xero Practice Manager: What if my invoices haven't synced correctly?
- Invoicing Fixed-price Agreements with Xero Practice Manager: How do Xero invoices sync with XPM?
- Invoicing Time-Charge Agreements with Xero Practice Manager: Fixed Fee engagements with deposits or progress invoices
Rolling Over Jobs with Xero Practice Manager and Practice Ignition
Scheduling and Capacity with Xero Practice Manager
- Scheduling and Capacity with Xero Practice Manager: Your Scheduling Process
- Scheduling and Capacity with Xero Practice Manager: Capacity vs Productivity
- Scheduling and Capacity with Xero Practice Manager: Creating your Staff Workflow Report
- Scheduling and Capacity with Xero Practice Manager: Creating your Monthly Capacity Report
- Scheduling and Capacity with Xero Practice Manager: Creating your Scheduling Report
- Scheduling and Capacity with Xero Practice Manager: Adding estimated times to job templates
Practice Reporting with Xero Practice Manager
- Introduction: Management Reporting for your Practice
- Job Performance Reporting with Xero Practice Manager: Remaining time
- Job Performance Reporting with Xero Practice Manager: Remaining budget
- Job Performance Reporting with Xero Practice Manager: Projected write-offs
- Job Performance Reporting with Xero Practice Manager: Managing job due dates
- Client Performance Reporting with Xero Practice Manager: Methods of measuring client performance
Common Issues and their Solutions
- Xero Invoices are not syncing with Xero Practice Manager
- When do we recognise write on's/off's on retainer jobs?
- Xero creating an Adhoc Job in Xero Practice Manager
- Practice Ignition not deploying jobs to Xero Practice Manager
- Practice Ignition not deploying invoices to Xero
- If I edit an invoice value in Xero, will it update in Xero Practice Manager?
Xero Practice Manager Additional Resources
- Changing FPA Billing Basis
- Onboarding a new customer with Practice Ignition
- Measuring Job turn-around time with bundled services and fixed fees
- Managing Inter-entity transactions with XPM and WorkflowMax
- How and when write-offs are apportioned in XPM and WorkflowMax
- How to fix premature WIP wash-ups in XPM