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Xero Practice Manager

By Xero Practice Manager
4 out of 5 stars
With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system and benefit from a single client record shared with Xero HQ. Trusted by thousands of accountants across the world to efficiently run their practices.
Rated
4.0
out of 5
Reviewed by
4
Xero users
Listed for
6 years
August 2018
Key functions
Accountant tools
Practice manager

Overview

Xero Practice Manager (XPM) is built with accounting and bookkeeping partners in mind. It's a comprehensive tool for managing clients and jobs, tracking time, billing and invoicing all built in the cloud. XPM integrates seamlessly with Xero and shares client records with Xero HQ creating a single source of truth. Practices that have 3+ staff and more than 200 clients would benefit from the power of XPM. Connect over 50 connected apps to complete your practice app stack and get the power of Xero Tax in NZ and AU.

Xero Practice Manager
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Xero Practice Manager + Xero

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 has a seamless integration with Xero HQ. You can:

  • Add or edit information in XPM, and see it straight away where there is a matching field in Xero HQ (or vice versa, for example the business structure)

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.

Reviews & ratings

4.0 out of 5 stars
4 Reviews

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Most recent reviews

JJ
Jiten Joshi
Posted 24 Mar 2022
5 out of 5 stars

ALL in ONE

XPM is must have for Accounting firms. Saves time and everything in one place. Support is good.
SS
Sean Somerville
Posted 12 Aug 2021
1 out of 5 stars

Outdated & Cumbersome

The software is due for a major overhaul, its overly cumbersome, not user friendly and really is an embarrassment to the Xero products rage. That being said, the tax return functionality withing the Xero Practice Manager is excellent and one of the best I have used.
2 people found this review helpful.
NW
Nick Wilkinson
Posted 22 Jun 2020
5 out of 5 stars
Great for time tracking, custom report writing and job visibility. No brainer for Xero based accounting firms.

Additional info

Shared data

Xero
Xero Practice Manager
Invoicesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
Contactsshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
Accountsshared from Xero to Xero Practice Manager
Tracking Categoriesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
Currenciesshared from Xero to Xero Practice Manager
Credit Notesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero

Functions

Accountant toolsPractice manager

Industries

Accounting

App details

By Xero Practice Manager
Added in 2018

Countries

Australia, Canada, Global, Hong Kong, Indonesia, Ireland, Malaysia, New Zealand, Philippines, Singapore, South Africa, United Kingdom, United States

Languages

English

Support

Setup walkthroughContact supportpartnerteam@xero.com

Get started with Xero Practice Manager

Although Xero reviews each app in the Xero App Store, we can’t give any guarantees. It’s up to you to assess the performance, quality and suitability of any app before going ahead.