Accounting Industry Billing Models: Fixed Price Agreements Contract-period
Understand how contract-period fixed price agreements structure billing and revenue.
Accounting Industry Billing Models: Fixed Price Agreements In-Advance
Understand how in-advance fixed price agreements impact billing and cash flow.
Accounting Industry Billing Models: Fixed Price Agreements In-period
Understand how in-period fixed price agreements affect billing and revenue recognition.
Accounting Industry Billing Models: Fixed Price Agreements vs Time-based Invoicing
Compare fixed price agreements with time-based invoicing for better pricing decisions.
Accounting Industry Billing Models: Selecting a Fixed Price Agreement method
Learn how to choose the most suitable fixed price agreement model.
Accounting Industry Billing Models: Types of Customer Engagements
Understand how different engagement types influence billing, pricing, and profitability.
Accounting Industry Revenue Streams: Advisory Services
Explore how advisory services drive growth, value, and practice profitability.
Accounting Industry Revenue Streams: Compliance Services
Understand the profitability, structure, and reporting of compliance-based revenue streams.
Accounting Industry Services vs Revenue Streams
How to align service offerings with revenue categories for better decisions.
Adjusted Revenue, Billable Value or Billable Hours Targets for Individuals
Learn how to set fair individual targets using adjusted performance metrics.
Avoiding a Negative WIP Crunch with Xero Practice Manager
Practical steps to maintain healthy WIP balances and accurate job profitability.
Avoiding the Death Spiral: Actual Costs and Excess Capacity
Understand how actual costs and excess capacity can create a downward spiral.
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.
Billing Fixed Price Agreements in XPM
Learn how to bill fixed price agreements accurately within Xero Practice Manager.
Budgets not loaded against jobs in Xero Practice Manager
Identify why job budgets are missing and restore accurate performance tracking.
Calculation Cheat Sheet
A list of all the calculated fields in Link, and how the values are arrived at.
Changing FPA Billing Basis
Understand how changing FPA billing affects invoices and reporting outcomes.
Client Performance Reporting with Xero Practice Manager: Client Average Hourly Rate
Understand how client average hourly rate measures pricing and profitability.
Client Performance Reporting with Xero Practice Manager: Client Profitability
A practical guide to measuring job profit, costs, and meaningful performance insights
Client Performance Reporting with Xero Practice Manager: Client Write-offs
Understand how client write-offs impact profitability and performance measurement.
Client Performance Reporting with Xero Practice Manager: Methods of measuring client performance
Understand different methods for measuring client profitability, value, and engagement.
Client Profitability over time: Client Performance vs Client Profitability reports in Link Reporting
Understand the difference between performance and profitability reports over time.
Customer Engagements with Xero Practice Manager: What is an 'Engagement'?
Understand the purpose of engagements and how they structure client work.
Disbursements not loaded against jobs in Xero Practice Manager
Identify missing disbursements and ensure costs are allocated to jobs correctly.
Duplicate contacts between Xero Practice Manager and Xero
Learn how duplicate contacts occur and how to resolve them effectively.
Editing Scheduled Reports
Learn how to update scheduled reports without disrupting report delivery.
Estimated time not entered against tasks in Xero Practice Manager
Understand how missing estimates affect planning, reporting, and job profitability.
FAQ
Frequently asked questions about Link and Practice Management
How David's activities effect his available capacity
Learn how different tasks reduce or increase available capacity.
How and when write-offs are apportioned in XPM
How write-ons and write-offs are allocated across jobs, tasks, and timesheets in XPM
How the Link Reporting + XPM Sync works
Nightly sync processes, reconciliation logic, and data coverage for XPM to Link Reporting system
How to Bulk Update Client Account Manager (Partner) in Xero Practice Manager
Learn how to bulk update client account managers efficiently in XPM.
How to Clear Historic WIP from Archived Jobs in XPM
Learn how to remove historic WIP balances from archived jobs accurately.
How to Correct WIP on Internal Jobs in XPM
Learn how to identify and correct WIP on internal jobs accurately.
How to Manage Fixed Price Billing Engagements in XPM
Learn how to structure and manage fixed price engagements in XPM effectively.
How to Manage Xero Subscriptions Invoiced Separately from Accounting Fees in XPM
Learn how to separate Xero subscription billing from accounting fee invoices.
How to Reduce your Work in Progress Balance with Xero Practice Manager
Improve cash flow and profitability through effective WIP management practices. (11 words)
How to Remove Staff from your Xero Practice Manager
Learn how to remove staff while preserving historical job and timesheet data.
How to View Historical Base Rates in XPM
Learn how to access and review historical staff base rate changes.
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.
How to do a WIP Washup on Jobs in XPM
Learn how to complete a WIP wash-up on jobs in XPM.
How to fix premature WIP wash-ups in XPM
Learn how to prevent premature WIP wash-ups affecting reporting accuracy.
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.
Importance of Time Settings for Link Reporting
Ensure accurate reporting by configuring time settings correctly across your practice.
In-Period Write-Offs with Xero Practice Manager
Learn how in-period write-offs impact WIP, revenue, and reporting accuracy.
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.
Introduction: Management Reporting for your Practice
Understand the role of management reporting in improving practice performance.
Invoices and Timesheets in XPM
Understand how timesheets drive invoicing and billing accuracy in XPM.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Invoicing with Xero Practice Manager: Where do I prepare my invoices?
Learn where invoices are created and managed within Xero Practice Manager workflows.
Job Budgets in XPM
Learn how job budgets improve planning, tracking, and profitability in XPM.
Job Budgets not Syncing with Link Reporting
Understand why budget updates may not appear in reports and how to resolve it.
Job Categories in XPM
Learn how job categories improve organisation, reporting, and workflow management.
Job Performance Reporting with Xero Practice Manager: Projected write-offs
Understand how projected write-offs impact job profitability and forecasting.
Job Performance Reporting with Xero Practice Manager: Remaining budget
Understand how remaining budget reflects job progress, costs, and profitability.
Job Performance Reporting with Xero Practice Manager: Remaining time
Understand how remaining time helps track job progress and budget performance.
Managing Contractor Disbursements in XPM
Learn how to track and manage contractor disbursements accurately in XPM.
Managing Inter-company transactions with Xero Practice Manager
Streamline inter-company transactions while maintaining accurate reporting and financial visibility.
Managing Inter-entity transactions with XPM
Learn how to manage inter-entity transactions accurately within Xero Practice Manager.
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.
Managing Jobs with Xero Practice Manager: Assigning Job Managers
Assign the right managers to improve accountability, oversight, and job outcomes.
Managing Jobs with Xero Practice Manager: Completing a WIP Wash-up
Learn how to complete a WIP wash-up accurately in XPM.
Managing Jobs with Xero Practice Manager: Estimated Times and Job Budget Apportionment
Learn how estimated times drive accurate job budget allocation and tracking.
Managing Jobs with Xero Practice Manager: Identifying non-billable time sheets
Learn how to identify non-billable timesheets for accurate reporting and analysis.
Managing Jobs with Xero Practice Manager: Internal Time
Understand how internal time impacts reporting, utilisation, and job performance.
Managing Jobs with Xero Practice Manager: Job Budgets
Learn how job budgets improve planning, control, and profitability management.
Managing Jobs with Xero Practice Manager: Reviewing time sheet completion
Learn how to monitor timesheet completion for accurate reporting and billing.
Managing Jobs with Xero Practice Manager: Travel Time
Track travel time accurately to improve job costing and profitability insights.
Managing Jobs with Xero Practice Manager: Who should completed time sheets?
Understand staff responsibilities for accurate, timely, and reliable timesheet reporting.
Managing Xero Subscriptions Against Fixed Price Jobs in XPM
Learn how to allocate Xero subscription costs against fixed price jobs.
Managing up Jobs with Xero Practice Manager: Time sheet methods, frequency and importance
Improve job profitability through consistent, accurate, and timely timesheet entry.
Measuring Aged WIP and WIP with Xero Practice Manager
Learn how to measure aged WIP and overall work in progress.
Measuring Debtors by Partner with Xero Practice Manager
Learn how to analyse debtor balances by partner responsibility and ownership.
Measuring Job turn-around time with bundled services and fixed fees
Track job completion times accurately despite bundled pricing and fixed-fee arrangements.
Measuring your Negative Work In Progress Balance with Xero Practice Manager
Learn how to identify and measure negative WIP balances accurately.
Not closing jobs in Xero Practice Manager
Understand the risks of leaving jobs open and incomplete in XPM.
Outsourcing and Disbursements with Xero Practice Manager: Capturing Outsourced Services Provider Fees
Record outsourced provider fees accurately to improve cost recovery and profitability.
Outsourcing and Disbursements with Xero Practice Manager: Estimating Outsourced Costs
Learn how to estimate outsourced costs for better budgeting and recovery.
Outsourcing and Disbursements with Xero Practice Manager: Estimating Outsourced Service Provider Fees
Learn how to estimate service provider fees for better budget control.
Outsourcing and Disbursements with Xero Practice Manager: Managing Disbursements
Learn how to capture, allocate, and recover disbursements accurately.
Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions
Track subscription costs accurately and recover expenses through effective disbursement management.
Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Accounts Payable
Learn how to manage Xero subscription costs through accounts payable workflows.
Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Actual Subscription Costs
Learn how to capture and manage actual Xero subscription costs accurately.
Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Customer Repeating Invoices
Learn how to manage Xero subscriptions through repeating invoices and tracking.
Outsourcing and Disbursements with Xero Practice Manager: Managing Xero Subscriptions - Estimated Subscription Costs
Learn how to estimate and allocate Xero subscription costs effectively.
Outsourcing and Disbursements with Xero Practice Manager: Outsourced Services
Manage outsourced services effectively to improve profitability, visibility, and cost recovery.
Outsourcing and Disbursements with Xero Practice Manager: Outsourcing Decision Tree
Use a decision tree to guide consistent outsourcing and cost allocation choices.
Outsourcing and Disbursements with Xero Practice Manager: Outsourcing vs Subcontracting
Understand the differences and reporting implications of outsourcing and subcontracting.
Outsourcing and Disbursements with Xero Practice Manager: Subcontractors
Track subcontractor costs accurately to improve budgeting, recovery, and profitability.
Overview of Invoicing in XPM
Streamlined XPM invoicing method with minimal manual effort and consistent revenue allocation
Practice Performance Reporting with Xero Practice Manager: Biannual Reporting Rhythms
Use six-month reporting cycles to identify trends and drive improvement.
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.
Practice Performance Reporting with Xero Practice Manager: Interpreting your Billable WIP balance
Learn how to interpret billable WIP balance for better performance insights.
Practice Performance Reporting with Xero Practice Manager: Interpreting your Negative WIP balance
How to manage, monitor, and minimize billable WIP for stronger financial performance
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 Performance Reporting with Xero Practice Manager: Monthly Reporting Rhythms
Establish monthly reporting routines to improve visibility, accountability, and performance.
Practice Performance Reporting with Xero Practice Manager: Practice Average Hourly Rate
Understand what your average hourly rate reveals about practice profitability.
Practice Performance Reporting with Xero Practice Manager: Practice Productivity
Learn how job and task order settings improve workflow consistency.
Practice Performance Reporting with Xero Practice Manager: Practice net write-offs
Understand how net write-offs impact overall practice profitability and performance.
Practice Performance Reporting with Xero Practice Manager: Revenue Streams
Understand how different revenue streams impact practice performance and profitability.
Practice Performance Reporting with Xero Practice Manager: Weekly Reporting Rhythms
Establish consistent weekly reporting rhythms to improve practice performance visibility.
Practice Reporting with Xero Practice Manager: The Work In Progress Equation
Understand the components that drive your practice’s work in progress.
Productivity vs Utilization vs Capacity
The differences between these commonly misunderstood terms and why they are each important.
Reconciling Xero Practice Manager Accounts Receivable
Learn how to reconcile accounts receivable between XPM and Xero accurately.
Revenue vs Invoiced values in Link Reporting
Understand the difference between recognised revenue and invoiced amounts.
Rolling over jobs with Xero Practice Manager
Learn how to roll over jobs into new financial periods in XPM.
Scheduling and Capacity with Xero Practice Manager: Capacity vs Productivity
Understand the difference between capacity and productivity when planning resources.
Setting up Base Rate Mappings with XPM
Ensure accurate cost calculations and reporting through correct base rate mappings.
Setting up Engagements with Xero Practice Manager: Fixed-Price Agreements
Learn how to structure fixed-price engagements for accurate billing and reporting.
Setting up Engagements with Xero Practice Manager: General queries from clients
Manage client enquiries efficiently with well-structured engagements and clear workflows.
Setting up Engagements with Xero Practice Manager: Internal Jobs
Learn how to create internal jobs for accurate tracking and reporting.
Setting up Engagements with Xero Practice Manager: Job Budgets
Learn how to set job budgets for accurate engagement planning and control.
Setting up Engagements with Xero Practice Manager: Setting up Job Templates
Learn how to create and configure job templates for consistent engagements.
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.
Setting up Engagements with Xero Practice Manager: Start dates and duration of jobs
Configure job timelines accurately to improve planning, reporting, and resource allocation.
Setting up Engagements with Xero Practice Manager: Types of Engagements
Learn how different engagement types support billing, workflow, and reporting.
Setting up Engagements with Xero Practice Manager: Types of Jobs
Understand different job types and how they structure engagements in XPM.
Setting up Engagements with Xero Practice Manager: Xero Subscriptions on Job Templates
Learn how to include Xero subscriptions within job template configurations.
Setting up Overhead Mappings
A practical guide to configuring overhead allocations for reliable reporting.
Setting up Staff Mappings
Ensure accurate reporting and data consistency through correct staff mapping configuration.
Setting up your Xero Integration with Xero Practice Manager: Invoice Settings
Learn how invoice settings affect syncing, billing, and financial reporting.
Staff Base Rates are not entered in Xero Practice Manager
Understand how missing base rates affect costing, profitability, and reporting.
Team Incentives for Accounting Practices using Xero Practice Manager
Design incentive programs using XPM data to drive team performance.
Team Performance Reporting with Xero Practice Manager: Invoiced value by Staff Member
Understand how invoiced value measures each staff member’s revenue contribution.
Team Performance Reporting with Xero Practice Manager: Methods of measuring team and individual performance
Learn key methods for measuring team and individual performance effectively.
Team Performance Reporting with Xero Practice Manager: Productivity
Learn how to measure team productivity using Xero Practice Manager data.
Team Performance Reporting with Xero Practice Manager: Staff Average Hourly Rate
Understand how staff average hourly rates reflect performance and efficiency.
Team Performance Reporting with Xero Practice Manager: Staff ROI
Understand how staff ROI measures contribution, efficiency, and profitability.
Team Performance Reporting with Xero Practice Manager: Staff write-offs
Understanding write-offs to measure staff efficiency, pricing accuracy, and true performance outcomes
The Challenges in Improving your Practice Performance: Aaron Aardvark CA
Practical insights into overcoming common barriers to a more profitable practice.
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.
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.
Time sheets and invoices in separate jobs in Xero Practice Manager
Understand how separating jobs affects timesheets, invoicing, and reporting accuracy.
Time sheets have not been entered in Xero Practice Manager
Understand the impact of missing timesheets on reporting, billing, and profitability.
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.
Understand what your WIP balance reveals about profitability and workflow.
Understand what your WIP balance reveals about profitability and workflow.
Variance Between Invoice Totals in Link & XPM
Understand why invoice totals differ between Link and Xero Practice Manager.
WIP Balance on Completed Jobs in Xero Practice Manager
Understand why completed jobs may still show a WIP balance.
WIP Balance on Internal Jobs in Xero Practice Manager
Understand how WIP balances on internal jobs affect reporting and practice performance.
WIP lock dates and undo WIP Wash-up in XPM
Learn how WIP lock dates control reporting and prevent historical changes.
What is Work In Progress and why is it important?
Understanding, managing, and optimizing WIP to improve cash flow and practice performance
What is an 'Active Timesheeting Team Member' for Link pricing?
Understand how active timesheeting team members are defined for Link pricing.
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.
What parts of the WIP equation effect Practice Capacity?
Understand how WIP components influence available capacity across your practice.
When do we recognise write on's/off's on retainer jobs?
Understand when write-ons and write-offs are recognised in retainer billing.
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.
Why are debtors in Xero Practice Manager unreliable?
Understand why debtor balances in XPM may differ from actual receivables.
Why do my invoiced values vary between Xero and Xero Practice Manager?
Understand why invoiced values differ between Xero and XPM systems.
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.
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.
Why is my Practice Performance report different to Xero?
Understand common reasons for differences between reports and improve data accuracy.
Xero Income account and XPM Invoice Reconciliation
Understand and resolve common XPM–Xero reconciliation variances for accurate financial reporting
Xero Invoices are not syncing with Xero Practice Manager
Understand why invoices fail to sync between Xero and XPM.
Xero Practice Manager Client Settings: Business Structures
Learn how business structures affect client setup, reporting, and management.
Xero Practice Manager Client Settings: Client Types
Learn how client types improve organisation, reporting, and service delivery.
Xero Practice Manager Client Settings: Clients vs Client Groups
Understand the difference between individual clients and client groups in XPM.
Xero Practice Manager Client Settings: Clients vs Contacts
Understand the difference between clients and contacts in XPM setup.
Xero Practice Manager Client Settings: Tax Agent
Learn how tax agent settings affect client reporting and compliance workflows.
Xero Practice Manager Cost Settings: Job Costs
Learn how job cost settings influence profitability and performance reporting.
Xero Practice Manager Integrations: Understanding the Link Reporting Integration
Learn how Link Reporting integrates with Xero Practice Manager for better insights.
Xero Practice Manager Integrations: Understanding the Xero Integration
Learn how the Xero integration connects Practice Manager and accounting data.
Xero Practice Manager Job Settings: Job Categories
Learn how job categories improve organisation, reporting, and workflow management.
Xero Practice Manager Job Settings: Job States
Learn how job states control workflow stages and reporting in XPM.
Xero Practice Manager Practice Settings: Cost Admin Settings
Learn how Cost Admin settings influence costing, profitability, and reporting.
Xero Practice Manager Practice Settings: Job and Task Order Settings
Learn how job and task order settings improve workflow consistency.
Xero Practice Manager Practice Settings: Staff Task Allocation
Learn how staff task allocation improves workflow efficiency and accountability.
Xero Practice Manager Practice Settings: Task vs Staff Billable Rates
Understand the difference between task rates and staff billable rates in XPM.
Xero Practice Manager Practice Settings: Time Settings
Key XPM practice settings to optimize time tracking, efficiency, and accurate reporting
Xero Practice Manager Staff Settings: Staff Base Rates
Learn how staff base rates influence costing, reporting, and profitability.
Xero Practice Manager Staff Settings: Staff Billable Rates
Learn how staff billable rates drive pricing, billing, and profitability.
Xero Practice Manager Staff Settings: Staff Overhead Apportionment
Learn how staff overheads are allocated for accurate costing and reporting.
Xero Practice Manager Task Settings: Keep it simple
Simplify task settings to improve consistency, usability, and reporting accuracy.
Xero Practice Manager Task Settings: Must-have tasks
Learn how must-have tasks ensure consistent job completion in XPM.
Xero Practice Manager Task Settings: Sub-tasks
Learn how sub-tasks improve task structure, tracking, and workflow clarity in XPM
Xero Practice Manager Xero Settings: Invoice Formatting
A practical guide to choosing the right XPM invoice settings for your business needs
Xero Practice Manager Xero Settings: Invoice Payments and Accounts Receivable
Configure payment and receivables settings to ensure accurate financial reporting.
Xero Practice Manager Xero Settings: Where are invoices sent from?
Understand which system controls invoice sending between XPM and Xero.
Xero Practice Manager Xero Settings: Xero Integration Settings
Learn how integration settings control data flow between XPM and Xero.
Xero Repeating Invoices not linked to Jobs in Xero Practice Manager
Understand why repeating invoices aren't linked and how to correct them.
Xero creating an Adhoc Job in Xero Practice Manager
Learn how to create ad hoc jobs quickly in Xero Practice Manager.