Once you’ve implemented Xero Practice Manager (XPM) using our implementation guide, watch these videos to discover the best way to use XPM for your business.
A best-practice guide to using Xero Practice Manager
-
Get started with XPM
-
Manage clients in XPM
-
Manage jobs and workflow in XPM
-
Enter timesheets in XPM
-
Manage leads in XPM
-
Manage quotes in XPM
-
Manage work in progress (WIP) in XPM
-
Manage invoices in XPM
-
Remove leftover WIP from annual service jobs in XPM
-
Manage annual service agreements in XPM
-
View standard reports in XPM
-
Create custom reports in XPM