Training
Video training on everything Link and Xero Practice Manager.
How to Assign Staff to Teams with Xero Practice Manager
Improve team reporting by assigning staff to structured groups in Xero Practice Manager
How to Add Staff Costs with Xero Practice Manager and Link Reporting
Accurately calculate staff costs to improve profitability insights and financial decision-making
How to Add & Remove Users from Link Reporting
A simple guide to inviting and removing users from your reporting platform
How to add Overhead Rates with Link Reporting and Xero Practice Manager
Practical guide to allocating overhead costs and improving profit visibility
How to Assign Tasks to Revenue Streams with Link Reporting
Mapping services to revenue streams for clearer insights, efficiency, and profitability
Link Reporting Intro Training
Clear insights into WIP reporting, performance tracking, and accounting firm profitability
Link Reporting Quick Start Training
Learn how to use Link Reporting to track performance and manage workflows effectively
Measuring Client Value with Xero Practice Manager
Gain deeper insights into client profitability using structured performance reporting and analysis tools
Identify Jobs at Risk with Xero Practice Manager
Identifying At-Risk Jobs Through Effective Open Job Reporting and Budget Tracking
Measuring Job Profit with Xero Practice Manager
Analyse job profitability, improve charge rates, and reduce write-offs with better reporting insights
Link Reporting 14 minute App Overview
Clear insights into reporting tools, performance tracking, and efficient practice management workflows
Measuring Team Performance with Xero Practice Manager
Measure productivity, profitability, and performance with clear, actionable team insights
Measuring Practice Performance with Xero Practice Manager
Data-driven insights to measure, optimize, and improve accounting practice performance effectively
Measuring Service Performance with Xero Practice Manager
Data-driven insights for evaluating service performance, productivity, and financial outcomes effectively
Measuring WIP Movements with Xero Practice Manager
Understand how WIP reporting drives better decisions and stronger financial outcomes
Measuring Individual Performance with Practice Manager
Understanding employee performance using data-driven insights and comprehensive reporting tools
Measuring Partner Performance with Xero Practice Manager
Data-driven insights to evaluate partner performance and improve firm-wide profitability
Building Custom Reports with Xero Practice Manager
Building Custom Reports in Xero Practice Manager for Deeper Business Insights
Link Capacity 8 minute App Overview
A smarter, real-time approach to managing workload and capacity in accounting teams
Setting up Internal Jobs with Xero Practice Manager
A practical approach to tracking internal work within accounting practice systems
Workflow and Capacity Team Training with Link
Streamline tasks, manage workload, and optimise team capacity with structured workflows
Workflow and Capacity Administrator Training with Link
Managing team changes and maintaining workflow efficiency in integrated practice systems
How to allocate Job Managers with Link
Streamline task allocation and improve accountability through effective job management strategies
Link Reporting 90 second App Overview
Drive smarter decisions with real-time insights into performance, productivity, and profitability
Workflow and Capacity Manager Training with Link
A practical guide to managing team capacity and optimising workflow efficiency
The fastest way to allocate tasks with Link
Efficient task scheduling strategies for modern accounting teams to improve productivity and workflow clarity
How Non-Schedulable activities affect available capacity in Link
Streamlining workflows by separating schedulable tasks from non-schedulable activities for efficiency
Setting up Job Templates with Xero Practice Manager
Streamline workflows and improve consistency using structured job templates in your practice
Team and Individual Capacity Settings in Link
Optimise team capacity, improve planning accuracy, and streamline workload management systems
Workflow and Capacity Partner Training with Link
Capacity planning insights to optimize workload, staffing, and sustainable accounting firm growth
WIP Wash-ups with Xero Practice Manager
Understanding work in progress, billing flows, and financial insights in Xero Practice Manager
Clients, Jobs and Tasks in Xero Practice Manager
Clear structure for managing clients, jobs, and tasks in accounting workflows
Creating Custom Fields with Xero Practice Manager
Customize client data in Xero Practice Manager using simple, powerful custom fields
Connecting your Xero Integration with Xero Practice Manager
Seamless Xero integration for streamlined workflows, accurate data syncing, and efficient accounting operations
Measuring Practice WIP Performance with Xero Practice Manager
Measure WIP movements, write-offs, and billing performance with clearer practice reporting.
Invoicing with Xero Practice Manager
Practical invoicing methods in Xero Practice Manager for accurate financial management
Importing Clients in Xero Practice Manager including Custom Fields
A clear, step-by-step guide to importing and managing clients in Xero systems
Navigation Overview of Xero Practice Manager
Practice Settings in Xero Practice Manager
Optimise Xero Practice Manager settings to improve efficiency, billing accuracy, and workflow control
Link 90 second App Overview
Transforming real-time capacity planning for more efficient and balanced accounting workflows
Common Mistakes when Invoicing in Xero Practice Manager
Avoid common invoicing mistakes that distort reporting and reduce financial clarity
Importing Opening WIP into Xero Practice Manager
Importing WIP into Xero Practice Manager for accurate job tracking and reporting
Inviting your Team into Xero Practice Manager
A practical guide to inviting staff and configuring roles in Xero Practice Manager
Creating Jobs with Xero Practice Manager
A practical guide to managing accounting jobs for improved workflow and reporting accuracy
Repeating Invoices with Xero Practice Manager
Automate recurring invoices and seamlessly link them to jobs in Xero Practice Manager
Managing Leave with Xero Practice Manager
Managing leave effectively to maintain accurate team capacity and workload planning
Adding Tasks in Xero Practice Manager
Clear, concise task structuring in Xero Practice Manager for efficient workflow management
XPM Team Training Adding Time and Disbursements
Clear methods for recording time, tracking costs, and managing accounting workflows efficiently
Updating Job Budgets with Xero Practice Manager
Simple steps to update job budgets and maintain accurate project reporting
Managing Xero Subscriptions in Xero Practice Manager
A practical guide to managing subscription costs efficiently within Xero Practice Manager
How to back-date write-offs with Xero Practice Manager
Learn how to accurately write off timesheets while maintaining clear and transparent billing records
Workflow and Timesheets for Xero Practice Manager
Streamline accounting workflows, timesheets, and team capacity in one unified system
How to move Timesheets with Xero Practice Manager
Reallocating timesheets in Xero Practice Manager for accurate internal job tracking and reporting
Xero to Xero Practice Manager Invoice Reconciliation Report
Resolving Xero invoice sync issues to maintain accurate job and financial reporting
How to Remove WIP from Completed Jobs
Clearing WIP balances on completed jobs to ensure accurate financial reporting
The Dirty WIP Wash-up for Xero Practice Manager
A practical guide to handling complex WIP wash-ups and billing adjustments
How to set up Job States in Xero Practice Manager
A practical guide to streamlining job states for better workflow visibility
How to Remove a Team Member from Xero Practice Manager
A simple guide to removing staff from Xero Practice Manager without disrupting reporting.
How to Import Jobs into Xero Practice Manager
A practical guide to importing clean, accurate jobs into Xero Practice Manager
Setting Realistic Targets and KPI's for your Team in 2026/27
Set KPIs that improve productivity, profitability, and team performance.
How to Set Up Jobs Correctly for the 2026–27 Financial Year
Avoid common job setup mistakes that impact profitability and team efficiency.
How to Remove WIP from Internal Jobs in Xero Practice Manager
Fix internal job WIP issues and keep your practice reports accurate
