Common Issues and their Solutions
Chapter 14 looks at the common issues that may occur in Xero Practice Manager (XPM) and how to resolve those problems. Unlike all other chapters in this book, it has not been written to flow from beginning to end. It is instead a reference for any issues you may be experiencing, and how to address them. If you have read this book chronologically, you may want to skip over this chapter as it is not essential to your understanding of XPM and the overall solution.
- 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?
- Reconciling Xero Practice Manager Accounts Receivable
- Duplicate contacts between Xero Practice Manager and Xero
- Xero Repeating Invoices not linked to Jobs in Xero Practice Manager
- Not closing jobs in Xero Practice Manager
- Disbursements not loaded against jobs in Xero Practice Manager
- Budgets not loaded against jobs in Xero Practice Manager
- Estimated time not entered against tasks in Xero Practice Manager
- WIP Balance on Completed Jobs in Xero Practice Manager
- WIP Balance on Internal Jobs in Xero Practice Manager
- Staff Base Rates are not entered in Xero Practice Manager
- Unable to view your Negative WIP balance in Xero Practice Manager
- Individual jobs have been set up for each task in Xero Practice Manager
- Time sheets and invoices in separate jobs in Xero Practice Manager
- Time sheets have not been entered in Xero Practice Manager