Overview
The Premium Practice Management Solution Built for Xero
Enhance your Xero Practice Manager without adding complexity. Link provide client scheduling, capacity planning, workflow management, KPI tracking, and practice reporting - helping practices get more from Xero.
If you're using Xero Practice Manager and need a more powerful, streamlined way to manage your practice, Link is the perfect fit. With seamless integration, you gain better visibility, efficiency, and control - without disrupting your team.
Link + Xero
Overview:
Clients, Jobs and Job Tasks are all setup in Xero Practice Manager and pulled through into Link for capacity planning.
Getting Started:
When connecting Link and Xero Practice Manager for the first time, all of your existing job information is pulled through.
Link to Xero Practice Manger:
- Tasks that are scheduled in Link update the tasks in Xero Practice Manger with the estimated time and due dates.
- Tasks that are completed in Link are completed in Xero Practice Manager. If a task is assigned to multiple people, the task in Xero Practice Manager will only be completed once everyone assigned to the task completes it.
- Any job information that is updated in Link is updated in Xero Practice Manager.
Xero Practice Manger to Link:
- Link checks for updates in Xero Practice Manager every ten minutes for new or modified timesheets, new tasks and jobs.
- Link also checks Xero Practice Manager every 24 hours for changes made to job fields.
Getting started
It is easy to get started with Link and begin planning your year ahead. Simply start your free trial and you'll be up and running in less than 5 minutes.
