Reconciling Xero Practice Manager Accounts Receivable

Both XPM and Xero have an accounts receivable balance, and many people spend hours trying to reconcile these two balances.

You won’t. Ignore the balance in XPM and always use Xero. The XPM balance does not contain overpayments, prepayments or credit notes and is therefore not a reliable source for your accounts receivable information. The balance only exists for practices that are not using Xero and are only using XPM. It is a way to manually keep track of which invoices have been paid. As you are using Xero, you can ignore this screen in XPM altogether and just use the Xero accounts receivables. This is your source of truth.

As accountants, it can be difficult to not reconcile something, but this is one that isn’t worth your time or worry.

No time required. Don’t do it.