Practice Management

Calculation Cheat Sheet

A list of all the calculated fields in Link, and how the values are arrived at.

Capacity

Link Practice + Xero Practice Manager Sync Types

Frequency and details for the 2-way sync between Link Practice and Xero Practice Manager.

Workflow

Apples Bananas and Pears: Why prioritised lists break when filters and groupings are added.

Oh my!

Xero Practice Manager

How to create a credit note in Xero Practice Manager

There are many reasons where a credit note may be required to be created in Xero Practice Manager (XPM). The reason for a credit notes determines how/...