Xero Practice Manager
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 south. 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 + 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.
Customers should setup both Xero & XPM at the same time. Client records will be shared automatically across Xero HQ and XPM.