Articles & Help Guides

Pricing

Accounting Industry Billing Models: Fixed Price Agreements Contract-period

Understand how contract-period fixed price agreements structure billing and revenue.

Pricing

Accounting Industry Billing Models: Fixed Price Agreements In-Advance

Understand how in-advance fixed price agreements impact billing and cash flow.

Pricing

Accounting Industry Billing Models: Fixed Price Agreements In-period

Understand how in-period fixed price agreements affect billing and revenue recognition.

Pricing

Accounting Industry Billing Models: Fixed Price Agreements vs Time-based Invoicing

Compare fixed price agreements with time-based invoicing for better pricing decisions.

Pricing

Accounting Industry Billing Models: Selecting a Fixed Price Agreement method

Learn how to choose the most suitable fixed price agreement model.

Pricing

Accounting Industry Billing Models: Types of Customer Engagements

Understand how different engagement types influence billing, pricing, and profitability.

Pricing

Accounting Industry Revenue Streams: Advisory Services

Explore how advisory services drive growth, value, and practice profitability.

Pricing

Accounting Industry Revenue Streams: Compliance Services

Understand the profitability, structure, and reporting of compliance-based revenue streams.

Pricing

Accounting Industry Services vs Revenue Streams

How to align service offerings with revenue categories for better decisions.

Productivity

Adjusted Revenue, Billable Value or Billable Hours Targets for Individuals

Learn how to set fair individual targets using adjusted performance metrics.

Work in Progress

Avoiding a Negative WIP Crunch with Xero Practice Manager

Practical steps to maintain healthy WIP balances and accurate job profitability.

Capacity

Avoiding the Death Spiral: Actual Costs and Excess Capacity

Understand how actual costs and excess capacity can create a downward spiral.

Work in Progress

Billable Amount (time) in the WIP Movement does not always equal Billable Time in the Team and Individual Performance Reports

Understand why billable time differs across WIP movement and performance reports.

Pricing

Billing Fixed Price Agreements in XPM

Learn how to bill fixed price agreements accurately within Xero Practice Manager.

Recoverability

Budgets not loaded against jobs in Xero Practice Manager

Identify why job budgets are missing and restore accurate performance tracking.

Practice Management

Calculation Cheat Sheet

A list of all the calculated fields in Link, and how the values are arrived at.

Work in Progress

Changing FPA Billing Basis

Understand how changing FPA billing affects invoices and reporting outcomes.

Pricing

Client Performance Reporting with Xero Practice Manager: Client Average Hourly Rate

Understand how client average hourly rate measures pricing and profitability.

Pricing

Client Performance Reporting with Xero Practice Manager: Client Profitability

A practical guide to measuring job profit, costs, and meaningful performance insights

Pricing

Client Performance Reporting with Xero Practice Manager: Client Write-offs

Understand how client write-offs impact profitability and performance measurement.

Pricing

Client Performance Reporting with Xero Practice Manager: Methods of measuring client performance

Understand different methods for measuring client profitability, value, and engagement.

Pricing

Client Profitability over time: Client Performance vs Client Profitability reports in Link Reporting

Understand the difference between performance and profitability reports over time.

Pricing

Customer Engagements with Xero Practice Manager: What is an 'Engagement'?

Understand the purpose of engagements and how they structure client work.

Work in Progress

Disbursements not loaded against jobs in Xero Practice Manager

Identify missing disbursements and ensure costs are allocated to jobs correctly.

Practice Management

Duplicate contacts between Xero Practice Manager and Xero

Learn how duplicate contacts occur and how to resolve them effectively.

Practice Management

Editing Scheduled Reports

Learn how to update scheduled reports without disrupting report delivery.

Practice Management

Estimated time not entered against tasks in Xero Practice Manager

Understand how missing estimates affect planning, reporting, and job profitability.

Practice Management

FAQ

Frequently asked questions about Link and Practice Management

Capacity

How David's activities effect his available capacity

Learn how different tasks reduce or increase available capacity.

Recoverability

How and when write-offs are apportioned in XPM

How write-ons and write-offs are allocated across jobs, tasks, and timesheets in XPM

Practice Management

How the Link Reporting + XPM Sync works

Nightly sync processes, reconciliation logic, and data coverage for XPM to Link Reporting system

Practice Management

How to Bulk Update Client Account Manager (Partner) in Xero Practice Manager

Learn how to bulk update client account managers efficiently in XPM.

Work in Progress

How to Clear Historic WIP from Archived Jobs in XPM

Learn how to remove historic WIP balances from archived jobs accurately.

Recoverability

How to Correct WIP on Internal Jobs in XPM

Learn how to identify and correct WIP on internal jobs accurately.

Recoverability

How to Manage Fixed Price Billing Engagements in XPM

Learn how to structure and manage fixed price engagements in XPM effectively.

Practice Management

How to Manage Xero Subscriptions Invoiced Separately from Accounting Fees in XPM

Learn how to separate Xero subscription billing from accounting fee invoices.

Work in Progress

How to Reduce your Work in Progress Balance with Xero Practice Manager

Improve cash flow and profitability through effective WIP management practices. (11 words)

Practice Management

How to Remove Staff from your Xero Practice Manager

Learn how to remove staff while preserving historical job and timesheet data.

Practice Management

How to View Historical Base Rates in XPM

Learn how to access and review historical staff base rate changes.

Recoverability

How to Write On and Write off Time in Xero Practice Manager

How to choose the right write-on or write-off method in Xero Practice Manager.

Recoverability

How to do a WIP Washup on Jobs in XPM

Learn how to complete a WIP wash-up on jobs in XPM.

Work in Progress

How to fix premature WIP wash-ups in XPM

Learn how to prevent premature WIP wash-ups affecting reporting accuracy.

Practice Management

If I edit an invoice value in Xero, will it update in Xero Practice Manager?

Understand whether invoice edits in Xero sync back to XPM.

Practice Management

Importance of Time Settings for Link Reporting

Ensure accurate reporting by configuring time settings correctly across your practice.

Recoverability

In-Period Write-Offs with Xero Practice Manager

Learn how in-period write-offs impact WIP, revenue, and reporting accuracy.

Work in Progress

Individual jobs have been set up for each task in Xero Practice Manager

Understand the reporting and management impacts of creating jobs for every task.

Practice Management

Introduction: Management Reporting for your Practice

Understand the role of management reporting in improving practice performance.

Practice Management

Invoices and Timesheets in XPM

Understand how timesheets drive invoicing and billing accuracy in XPM.

Work in Progress

Invoicing Fixed-price Agreements with Xero Practice Manager: How do Xero invoices sync with XPM?

Understand how fixed-price invoices synchronise between Xero and XPM.

Practice Management

Invoicing Fixed-price Agreements with Xero Practice Manager: What if my invoices haven't synced correctly?

Troubleshoot invoice sync issues and restore accurate billing and reporting.

Practice Management

Invoicing Fixed-price Agreements with Xero Practice Manager: Why haven't my invoices synced from Xero to XPM?

Learn common reasons fixed-price invoices fail to sync between systems.

Recoverability

Invoicing Time-Charge Agreements with Xero Practice Manager: Applying write-offs to specific time sheets

Learn how to apply write-offs directly to individual timesheet entries.

Recoverability

Invoicing Time-Charge Agreements with Xero Practice Manager: Apportioning write-offs across all time sheets

Understand how write-offs are allocated and affect profitability reporting accuracy.

Recoverability

Invoicing Time-Charge Agreements with Xero Practice Manager: Fixed Fee Invoices with write-offs apportioned across all time sheets

Understand how write-offs are distributed and impact job profitability reporting.

Work in Progress

Invoicing Time-Charge Agreements with Xero Practice Manager: Fixed Fee engagements with deposits or progress invoices

Learn how deposits and progress invoices work within fixed fee engagements.

Practice Management

Invoicing Time-Charge Agreements with Xero Practice Manager: Progress Invoice vs Final Invoice and 'Remove from Invoice List'

Understand when to use progress invoices, final invoices, and removal options.

Pricing

Invoicing Time-charge Agreements with Xero Practice Manager: How do invoices sync with Xero?

Understand how invoices transfer between XPM and Xero for accurate billing.

Practice Management

Invoicing with Xero Practice Manager: Where do I prepare my invoices?

Learn where invoices are created and managed within Xero Practice Manager workflows.

Pricing

Job Budgets in XPM

Learn how job budgets improve planning, tracking, and profitability in XPM.

Practice Management

Job Budgets not Syncing with Link Reporting

Understand why budget updates may not appear in reports and how to resolve it.

Work in Progress

Job Categories in XPM

Learn how job categories improve organisation, reporting, and workflow management.

Recoverability

Job Performance Reporting with Xero Practice Manager: Projected write-offs

Understand how projected write-offs impact job profitability and forecasting.

Recoverability

Job Performance Reporting with Xero Practice Manager: Remaining budget

Understand how remaining budget reflects job progress, costs, and profitability.

Recoverability

Job Performance Reporting with Xero Practice Manager: Remaining time

Understand how remaining time helps track job progress and budget performance.

Work in Progress

Managing Contractor Disbursements in XPM

Learn how to track and manage contractor disbursements accurately in XPM.

Practice Management

Managing Inter-company transactions with Xero Practice Manager

Streamline inter-company transactions while maintaining accurate reporting and financial visibility.

Practice Management

Managing Inter-entity transactions with XPM

Learn how to manage inter-entity transactions accurately within Xero Practice Manager.

Productivity

Managing Jobs with Xero Practice Manager: 6 Steps to making time sheets easier for your team

Learn six practical steps to simplify timesheet entry for your team.

Work in Progress

Managing Jobs with Xero Practice Manager: Assigning Job Managers

Assign the right managers to improve accountability, oversight, and job outcomes.

Recoverability

Managing Jobs with Xero Practice Manager: Completing a WIP Wash-up

Learn how to complete a WIP wash-up accurately in XPM.

Recoverability

Managing Jobs with Xero Practice Manager: Estimated Times and Job Budget Apportionment

Learn how estimated times drive accurate job budget allocation and tracking.

Productivity

Managing Jobs with Xero Practice Manager: Identifying non-billable time sheets

Learn how to identify non-billable timesheets for accurate reporting and analysis.

Productivity

Managing Jobs with Xero Practice Manager: Internal Time

Understand how internal time impacts reporting, utilisation, and job performance.

Recoverability

Managing Jobs with Xero Practice Manager: Job Budgets

Learn how job budgets improve planning, control, and profitability management.

Productivity

Managing Jobs with Xero Practice Manager: Reviewing time sheet completion

Learn how to monitor timesheet completion for accurate reporting and billing.

Productivity

Managing Jobs with Xero Practice Manager: Travel Time

Track travel time accurately to improve job costing and profitability insights.

Productivity

Managing Jobs with Xero Practice Manager: Who should completed time sheets?

Understand staff responsibilities for accurate, timely, and reliable timesheet reporting.

Work in Progress

Managing Xero Subscriptions Against Fixed Price Jobs in XPM

Learn how to allocate Xero subscription costs against fixed price jobs.

Productivity

Managing up Jobs with Xero Practice Manager: Time sheet methods, frequency and importance

Improve job profitability through consistent, accurate, and timely timesheet entry.

Work in Progress

Measuring Aged WIP and WIP with Xero Practice Manager

Learn how to measure aged WIP and overall work in progress.

Practice Management

Measuring Debtors by Partner with Xero Practice Manager

Learn how to analyse debtor balances by partner responsibility and ownership.

Work in Progress

Measuring Job turn-around time with bundled services and fixed fees

Track job completion times accurately despite bundled pricing and fixed-fee arrangements.

Work in Progress

Measuring your Negative Work In Progress Balance with Xero Practice Manager

Learn how to identify and measure negative WIP balances accurately.

Pricing

Not closing jobs in Xero Practice Manager

Understand the risks of leaving jobs open and incomplete in XPM.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Capturing Outsourced Services Provider Fees

Record outsourced provider fees accurately to improve cost recovery and profitability.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Estimating Outsourced Costs

Learn how to estimate outsourced costs for better budgeting and recovery.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Estimating Outsourced Service Provider Fees

Learn how to estimate service provider fees for better budget control.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Disbursements

Learn how to capture, allocate, and recover disbursements accurately.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions

Track subscription costs accurately and recover expenses through effective disbursement management.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Accounts Payable

Learn how to manage Xero subscription costs through accounts payable workflows.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Actual Subscription Costs

Learn how to capture and manage actual Xero subscription costs accurately.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Customer Repeating Invoices

Learn how to manage Xero subscriptions through repeating invoices and tracking.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Estimated Subscription Costs

Learn how to estimate and allocate Xero subscription costs effectively.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Outsourced Services

Manage outsourced services effectively to improve profitability, visibility, and cost recovery.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Outsourcing Decision Tree

Use a decision tree to guide consistent outsourcing and cost allocation choices.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Outsourcing vs Subcontracting

Understand the differences and reporting implications of outsourcing and subcontracting.

Work in Progress

Outsourcing and Disbursements with Xero Practice Manager: Subcontractors

Track subcontractor costs accurately to improve budgeting, recovery, and profitability.

Practice Management

Overview of Invoicing in XPM

Streamlined XPM invoicing method with minimal manual effort and consistent revenue allocation

Practice Management

Practice Performance Reporting with Xero Practice Manager: Biannual Reporting Rhythms

Use six-month reporting cycles to identify trends and drive improvement.

Recoverability

Practice Performance Reporting with Xero Practice Manager: Finding the true reasons for write-offs

Uncover the underlying causes of write-offs and improve practice profitability.

Work in Progress

Practice Performance Reporting with Xero Practice Manager: Interpreting your Billable WIP balance

Learn how to interpret billable WIP balance for better performance insights.

Work in Progress

Practice Performance Reporting with Xero Practice Manager: Interpreting your Negative WIP balance

How to manage, monitor, and minimize billable WIP for stronger financial performance

Work in Progress

Practice Performance Reporting with Xero Practice Manager: Measuring and managing your Work In Progress (WIP)

Understand how to measure and control WIP for better profitability and cash flow.

Practice Management

Practice Performance Reporting with Xero Practice Manager: Monthly Reporting Rhythms

Establish monthly reporting routines to improve visibility, accountability, and performance.

Recoverability

Practice Performance Reporting with Xero Practice Manager: Practice Average Hourly Rate

Understand what your average hourly rate reveals about practice profitability.

Productivity

Practice Performance Reporting with Xero Practice Manager: Practice Productivity

Learn how job and task order settings improve workflow consistency.

Pricing

Practice Performance Reporting with Xero Practice Manager: Practice net write-offs

Understand how net write-offs impact overall practice profitability and performance.

Pricing

Practice Performance Reporting with Xero Practice Manager: Revenue Streams

Understand how different revenue streams impact practice performance and profitability.

Practice Management

Practice Performance Reporting with Xero Practice Manager: Weekly Reporting Rhythms

Establish consistent weekly reporting rhythms to improve practice performance visibility.

Work in Progress

Practice Reporting with Xero Practice Manager: The Work In Progress Equation

Understand the components that drive your practice’s work in progress.

Productivity

Productivity vs Utilization vs Capacity

The differences between these commonly misunderstood terms and why they are each important.

Practice Management

Reconciling Xero Practice Manager Accounts Receivable

Learn how to reconcile accounts receivable between XPM and Xero accurately.

Work in Progress

Revenue vs Invoiced values in Link Reporting

Understand the difference between recognised revenue and invoiced amounts.

Capacity

Rolling over jobs with Xero Practice Manager

Learn how to roll over jobs into new financial periods in XPM.

Capacity

Scheduling and Capacity with Xero Practice Manager: Capacity vs Productivity

Understand the difference between capacity and productivity when planning resources.

Practice Management

Setting up Base Rate Mappings with XPM

Ensure accurate cost calculations and reporting through correct base rate mappings.

Pricing

Setting up Engagements with Xero Practice Manager: Fixed-Price Agreements

Learn how to structure fixed-price engagements for accurate billing and reporting.

Capacity

Setting up Engagements with Xero Practice Manager: General queries from clients

Manage client enquiries efficiently with well-structured engagements and clear workflows.

Practice Management

Setting up Engagements with Xero Practice Manager: Internal Jobs

Learn how to create internal jobs for accurate tracking and reporting.

Pricing

Setting up Engagements with Xero Practice Manager: Job Budgets

Learn how to set job budgets for accurate engagement planning and control.

Practice Management

Setting up Engagements with Xero Practice Manager: Setting up Job Templates

Learn how to create and configure job templates for consistent engagements.

Pricing

Setting up Engagements with Xero Practice Manager: Signing up new clients to Fixed-Price Agreements

Learn how to onboard new clients onto fixed-price agreements successfully.

Practice Management

Setting up Engagements with Xero Practice Manager: Start dates and duration of jobs

Configure job timelines accurately to improve planning, reporting, and resource allocation.

Pricing

Setting up Engagements with Xero Practice Manager: Types of Engagements

Learn how different engagement types support billing, workflow, and reporting.

Pricing

Setting up Engagements with Xero Practice Manager: Types of Jobs

Understand different job types and how they structure engagements in XPM.

Pricing

Setting up Engagements with Xero Practice Manager: Xero Subscriptions on Job Templates

Learn how to include Xero subscriptions within job template configurations.

Practice Management

Setting up Overhead Mappings

A practical guide to configuring overhead allocations for reliable reporting.

Capacity

Setting up Staff Mappings

Ensure accurate reporting and data consistency through correct staff mapping configuration.

Practice Management

Setting up your Xero Integration with Xero Practice Manager: Invoice Settings

Learn how invoice settings affect syncing, billing, and financial reporting.

Practice Management

Staff Base Rates are not entered in Xero Practice Manager

Understand how missing base rates affect costing, profitability, and reporting.

Recoverability

Team Incentives for Accounting Practices using Xero Practice Manager

Design incentive programs using XPM data to drive team performance.

Work in Progress

Team Performance Reporting with Xero Practice Manager: Invoiced value by Staff Member

Understand how invoiced value measures each staff member’s revenue contribution.

Recoverability

Team Performance Reporting with Xero Practice Manager: Methods of measuring team and individual performance

Learn key methods for measuring team and individual performance effectively.

Productivity

Team Performance Reporting with Xero Practice Manager: Productivity

Learn how to measure team productivity using Xero Practice Manager data.

Recoverability

Team Performance Reporting with Xero Practice Manager: Staff Average Hourly Rate

Understand how staff average hourly rates reflect performance and efficiency.

Recoverability

Team Performance Reporting with Xero Practice Manager: Staff ROI

Understand how staff ROI measures contribution, efficiency, and profitability.

Recoverability

Team Performance Reporting with Xero Practice Manager: Staff write-offs

Understanding write-offs to measure staff efficiency, pricing accuracy, and true performance outcomes

Practice Management

The Challenges in Improving your Practice Performance: Aaron Aardvark CA

Practical insights into overcoming common barriers to a more profitable practice.

Recoverability

The Golden Rule of Practice Management: Alignment of Time and Invoicing (or Invoicing and Time)

Understand why aligning time and invoicing is essential for practice success.

Recoverability

The Treadmill to Nowhere: Why using fixed staff costs for calculating staff ROI % is a bad idea

Understand why fixed staff costs can distort ROI and performance insights.

Recoverability

Time sheets and invoices in separate jobs in Xero Practice Manager

Understand how separating jobs affects timesheets, invoicing, and reporting accuracy.

Productivity

Time sheets have not been entered in Xero Practice Manager

Understand the impact of missing timesheets on reporting, billing, and profitability.

Work in Progress

Unable to view your Negative WIP balance in Xero Practice Manager

Learn where to find negative WIP balances and why they may be hidden.Learn where to find negative WIP balances and why they may be hidden.

Work in Progress

Understand what your WIP balance reveals about profitability and workflow.

Practice Management

Variance Between Invoice Totals in Link & XPM

Understand why invoice totals differ between Link and Xero Practice Manager.

Work in Progress

WIP Balance on Completed Jobs in Xero Practice Manager

Understand why completed jobs may still show a WIP balance.

Work in Progress

WIP Balance on Internal Jobs in Xero Practice Manager

Understand how WIP balances on internal jobs affect reporting and practice performance.

Recoverability

WIP lock dates and undo WIP Wash-up in XPM

Learn how WIP lock dates control reporting and prevent historical changes.

Work in Progress

What is Work In Progress and why is it important?

Understanding, managing, and optimizing WIP to improve cash flow and practice performance

Practice Management

What is an 'Active Timesheeting Team Member' for Link pricing?

Understand how active timesheeting team members are defined for Link pricing.

Recoverability

What is the difference between the net write ups in the WIP vs. Team Performance report

Understand why net write-ups differ between WIP and team performance reporting.

Work in Progress

What parts of the WIP equation effect Practice Capacity?

Understand how WIP components influence available capacity across your practice.

Recoverability

When do we recognise write on's/off's on retainer jobs?

Understand when write-ons and write-offs are recognised in retainer billing.

Practice Management

Where do I send my invoices from when using Xero Practice Manager and Xero?

Understand the best invoicing workflow when Xero Practice Manager syncs with Xero.

Practice Management

Why are debtors in Xero Practice Manager unreliable?

Understand why debtor balances in XPM may differ from actual receivables.

Practice Management

Why do my invoiced values vary between Xero and Xero Practice Manager?

Understand why invoiced values differ between Xero and XPM systems.

Practice Management

Why everything feels harder since you moved to Fixed Fees

For most of its history, the accounting profession ran on a simple model: you worked an hour, you charged an hour.

Productivity

Why is my Leave time appearing in the Non-Billable column when running a Team Performance report?

Understand how leave entries are categorized and displayed in Team Performance reports.

Work in Progress

Why is my Practice Performance report different to Xero?

Understand common reasons for differences between reports and improve data accuracy.

Practice Management

Xero Income account and XPM Invoice Reconciliation

Understand and resolve common XPM–Xero reconciliation variances for accurate financial reporting

Practice Management

Xero Invoices are not syncing with Xero Practice Manager

Understand why invoices fail to sync between Xero and XPM.

Practice Management

Xero Practice Manager Client Settings: Business Structures

Learn how business structures affect client setup, reporting, and management.

Practice Management

Xero Practice Manager Client Settings: Client Types

Learn how client types improve organisation, reporting, and service delivery.

Pricing

Xero Practice Manager Client Settings: Clients vs Client Groups

Understand the difference between individual clients and client groups in XPM.

Practice Management

Xero Practice Manager Client Settings: Clients vs Contacts

Understand the difference between clients and contacts in XPM setup.

Practice Management

Xero Practice Manager Client Settings: Tax Agent

Learn how tax agent settings affect client reporting and compliance workflows.

Practice Management

Xero Practice Manager Cost Settings: Job Costs

Learn how job cost settings influence profitability and performance reporting.

Practice Management

Xero Practice Manager Integrations: Understanding the Link Reporting Integration

Learn how Link Reporting integrates with Xero Practice Manager for better insights.

Practice Management

Xero Practice Manager Integrations: Understanding the Xero Integration

Learn how the Xero integration connects Practice Manager and accounting data.

Work in Progress

Xero Practice Manager Job Settings: Job Categories

Learn how job categories improve organisation, reporting, and workflow management.

Practice Management

Xero Practice Manager Job Settings: Job States

Learn how job states control workflow stages and reporting in XPM.

Practice Management

Xero Practice Manager Practice Settings: Cost Admin Settings

Learn how Cost Admin settings influence costing, profitability, and reporting.

Practice Management

Xero Practice Manager Practice Settings: Job and Task Order Settings

Learn how job and task order settings improve workflow consistency.

Practice Management

Xero Practice Manager Practice Settings: Staff Task Allocation

Learn how staff task allocation improves workflow efficiency and accountability.

Practice Management

Xero Practice Manager Practice Settings: Task vs Staff Billable Rates

Understand the difference between task rates and staff billable rates in XPM.

Practice Management

Xero Practice Manager Practice Settings: Time Settings

Key XPM practice settings to optimize time tracking, efficiency, and accurate reporting

Pricing

Xero Practice Manager Staff Settings: Staff Base Rates

Learn how staff base rates influence costing, reporting, and profitability.

Recoverability

Xero Practice Manager Staff Settings: Staff Billable Rates

Learn how staff billable rates drive pricing, billing, and profitability.

Pricing

Xero Practice Manager Staff Settings: Staff Overhead Apportionment

Learn how staff overheads are allocated for accurate costing and reporting.

Practice Management

Xero Practice Manager Task Settings: Keep it simple

Simplify task settings to improve consistency, usability, and reporting accuracy.

Practice Management

Xero Practice Manager Task Settings: Must-have tasks

Learn how must-have tasks ensure consistent job completion in XPM.

Practice Management

Xero Practice Manager Task Settings: Sub-tasks

Learn how sub-tasks improve task structure, tracking, and workflow clarity in XPM

Practice Management

Xero Practice Manager Xero Settings: Invoice Formatting

A practical guide to choosing the right XPM invoice settings for your business needs

Practice Management

Xero Practice Manager Xero Settings: Invoice Payments and Accounts Receivable

Configure payment and receivables settings to ensure accurate financial reporting.

Practice Management

Xero Practice Manager Xero Settings: Where are invoices sent from?

Understand which system controls invoice sending between XPM and Xero.

Practice Management

Xero Practice Manager Xero Settings: Xero Integration Settings

Learn how integration settings control data flow between XPM and Xero.

Work in Progress

Xero Repeating Invoices not linked to Jobs in Xero Practice Manager

Understand why repeating invoices aren't linked and how to correct them.

Practice Management

Xero creating an Adhoc Job in Xero Practice Manager

Learn how to create ad hoc jobs quickly in Xero Practice Manager.