Xero Practice Manager

Accounting & Financial | Accounting Software

https://www.xero.com/

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Product Overview

Xero Practice Manager (XPM) is built with accounting and bookkeeping partners in mind. It's a comprehensive tool for tracking time, managing workflow and billing all built in the cloud. Practices that have 3+ staff and more than 200 clients would benefit from the power of XPM.

Assign work to staff

Allocate jobs and tasks together with due dates.

Track and invoice time

Record hours worked and convert them to invoices.

Integrate with Xero

Keep invoices, payments and clients in sync.

Create customized reports

Run standard reports or build your own.

Specifications

Xero Practice Manager has a seamless integration with Xero. You can:

Push sales invoices to Xero. When you create a sales invoice in Xero Practice Manager, it’s automatically pushed into Xero.
Get payment confirmation back into Xero Practice Manager. Once an invoice has been reconciled in Xero, it’s marked off as paid in Xero Practice Manager, giving you an accurate picture of profitability on each job.
Push Xero Practice Manager purchase order receipts into Xero as account payable. Raise purchase orders and receipt supplier invoices in Xero Practice Manager. Once receipted, the details are automatically pushed to Xero for payment of the invoice. Your job costing is complete, without you having to do a thing.

Xero Practice Manager also integrates with more than just Xero. Use Xero Practice Manager as the core of your business and integrate it with your accounting, payroll, customer support, CRM software and over 30 other world- class add-on apps.