Xero Practice Manager Xero Settings: Invoice Payments and Accounts Receivable

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 > Xero' in your XPM.

Ensure that you are automatically importing invoice payments from Xero. This will allow your job managers to see whether invoices associated with a job have been paid without having to give them access to your Xero.

It is worth noting here that using XPM for your debtors is not a good idea. Xero is the best place to be managing this as it is the ‘source of truth’.