Xero Practice Manager Practice Settings: Cost Admin Settings

There are some settings in XPM you need to get right. In this section we’ll be reviewing the essential settings to ensure your practice is set up to succeed.

To get started, go to ‘Business > Settings > Practice Settings’ in your XPM.

The checkbox that states ‘When adding a cost to a job, also add the cost to Cost Admin’ adds all disbursements added to a job to the cost admin database. It should always be off as it creates an ongoing mess of random disbursement types in our cost admin section, which will be covered later in this chapter. This makes it impossible to find, organise and report on these. Ensure this is off.