Jobs that are easier to manage
Your job data should be easy to find, update, and keep clean.
Link brings your Xero Practice Manager jobs into one fast, searchable view, giving your team a simpler way to manage the information that matters across the firm.
From the Jobs page, users can bulk update key fields like budgets, job managers, partners, and due dates without opening each job one by one.
With instant search and direct click-through to Xero Practice Manager, Link gives your team a faster way to review, update, and manage job data without unnecessary admin drag.
Why Choose Link for Job Management?
Updating job data directly in Xero Practice Manager can be slow when changes need to be made across multiple jobs.
Link makes job management faster by giving your team one place to search, review, and bulk update important job fields. Budgets, managers, partners, and due dates can be updated quickly, helping keep job data accurate and useful.
Because each job connects back to Xero Practice Manager, your team can still jump straight into the source record when needed. Link gives you the speed of bulk updates without losing the connection to XPM.
Customer Stories
Link simplifies practice management for high-performance accounting firms by not half-solving problems.
Select the customer below to hear their story.
Daniel Izzo, Operations ManagerSMYD Accounting / Advisory“Instead of guesswork, the team now has immediate visibility across the business. “Productivity reports across staff, clients and the firm's performance” are now readily available, alongside the “ability to track WIP and assist with invoicing and workflow,” which Daniel describes as “a huge win".”
Phoebe Meares, Head of OperationsLemonade Beach“You can get the visibility you need quickly and make impactful decisions in a fast-paced environment.”
Cameo Ashe, Director Arcus Advisory“Day to day, the practice now has a much clearer picture of what needs attention. "I can quickly see what jobs need reviewing so that we can complete and invoice. Simply having the numbers at hand helps to be more engaged in improving the business.”
Terri Gamble, Director“We can quickly see where every team member is up to, which allows us to allocate work to the best person for the job at any given time.”
See for Yourself
Explore how Link delivers Work in Progress reporting in a live, self-guided demo.