Xero Practice Manager Settings
Chapter 4 looks at Xero Practice Manager (XPM) – the hub of your accounting practice. It is where jobs are managed, time is kept, and invoicing is done. It is a powerful platform when set up correctly and used to its potential. This chapter will explain exactly how to set XPM up to ensure all your workflow runs smoothly and your practice reporting is useful. When you read this chapter for the first time, you may want to skim read it to get a general understanding of the concepts, and come back to the relevant sections later when you are logged in and ready to make changes.
- 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 Job Settings: Job States
- Xero Practice Manager Job Settings: Job Categories
- Xero Practice Manager Client Settings: Tax Agent
- Xero Practice Manager Client Settings: Client Types
- Xero Practice Manager Client Settings: Business Structures
- Xero Practice Manager Client Settings: Clients vs Contacts
- Xero Practice Manager Client Settings: Clients vs Client Groups
- Xero Practice Manager Cost Settings: Job Costs
- Xero Practice Manager Task Settings: Must-have tasks
- Xero Practice Manager Task Settings: Sub-tasks
- Xero Practice Manager Task Settings: Keep it simple
- Xero Practice Manager Staff Settings: Staff Billable Rates
- Xero Practice Manager Staff Settings: Staff Overhead Apportionment
- Xero Practice Manager Staff Settings: Staff Base Rates
- Xero Practice Manager Practice Settings: Job and Task Order Settings
- Xero Practice Manager Practice Settings: Time Settings
- Xero Practice Manager Practice Settings: Cost Admin Settings
- Xero Practice Manager Practice Settings: Staff Task Allocation
- Xero Practice Manager Practice Settings: Task vs Staff Billable Rates