Xero Practice Manager

    By Xero
    4 out of 5 stars
    With Xero Practice Manager, you can seamlessly manage your jobs from start to finish in one system. Trusted by thousands of accountants across the world to efficiently run their practices.

    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.

    Explore all features of Xero Practice Manager
    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 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
    5 star(75%)
    4 star(0%)
    3 star(0%)
    2 star(0%)
    1 star(25%)
    JJ
    Jiten Joshi
    Posted
    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
    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    Outdated & Cumbersome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.
    NW
    Nick Wilkinson
    Posted
    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
    Accountsshared from Xero to Xero Practice Manager
    Contactsshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
    Credit Notesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
    Currenciesshared from Xero to Xero Practice Manager
    Invoicesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero
    Tracking Categoriesshared from Xero to Xero Practice Manager and from Xero Practice Manager to Xero

    App details

    By Xero
    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 walkthroughIntegration walkthroughpartnerteam@xero.com
    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.