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
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Get started with XPM
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Manage clients in XPM
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Manage jobs and workflow in XPM
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Enter timesheets in XPM
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Manage quotes in XPM
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Manage work in progress (WIP) in XPM
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Manage invoices in XPM
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Remove leftover WIP from annual service jobs in XPM
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Manage annual service agreements in XPM
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View standard reports in XPM
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Create custom reports in XPM