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To check this, navigate to the client’s file in XPM → Options → Edit → Billing → ‘Add different billing details’ → check if a different client has been selected for invoicing. If these fields aren’t matching, you can copy and https://bookkeeping-reviews.com/ paste the invoice reference number into the client order number field of the relevant client job in XPM. For example, Explorer shows you which apps are the most popular among your clients, so you can focus on learning those.

Benefit from pre-built workflow planning templates, Gantt charts and custom KPIs to see insights from any angle for your organizational needs. Due to lack of multi-entity consolidation, users can only create reports using Xero Practice Manager and fail to import workflows from other similar systems. This setting defines how the client’s invoices will be grouped, which will impact how invoices are allocated in XPM. Finally, ensure the settings on your XPM client aren’t set up to divert invoices from one client to another. To ensure the invoice correctly allocates once deleted, make sure all other checklist items from this article have been met. The Xero Invoice Reference number must match the XPM job’s Client Order Number field in order for invoices to allocate to the financial tab of the correct job.

Automatically deploy workflows

If your Ignition client isn’t mapped to the correct XPM Client then the invoice will not allocate to the correct job and client in XPM. To edit the invoice and reset the 14-day timer, you’ll need to change an aspect of the invoice and change it back. If this setting is checked currently, your invoice may have allocated to an Adhoc Job like in the image below. If you have met each of the checklist items above please raise a customer support ticket directly with Xero Support so they can investigate further as this may be a bug. When Ignition creates a job in XPM for the client it will also automatically populate the Client Order Number field on the job which will match the Xero invoice reference number. On G2, where the program is rated 4.1 out of 5, users like that it’s easy to use and that it integrates seamlessly with other software.

• The dashboard displays an overview of your practice and shortcuts to features that you use regularly.
• Exchange data between Xero Practice Manager and other Xero practice tools, Xero HQ and Xero Workpapers.
• To check this, navigate to the client’s file in XPM → Options → Edit → Billing → ‘Add different billing details’ → check if a different client has been selected for invoicing.
• Xero Practice Manager (XPM) is a cloud-based practice management program designed to be used by accounting firms and professionals with clients using Xero.
• To find out more information on how you can ensure you have met the conditions of each point in the checklist above continue reading the troubleshooting guide below.

Xero Practice Manager helps streamline the management of client jobs, practice workflows, timesheets, and invoicing. The software lets you assign work to staff, track and invoice time, integrate with Xero for invoicing and payments, and create customized reports. Xero Practice Manager is great if you need to streamline client job management and improve practice workflows, invoicing, and time tracking. In practice manager xero addition to its practice management tools, it has other attractive features, such as generous product discounts and the opportunity to become a Xero partner to earn additional rewards and benefits. Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. Xero recommends using a partner consulting team to create the optimal setup for your practice.

Workforce Planning

You can then pass along that knowledge to clients in similar businesses that are seeking advice about which apps might be most beneficial to them. Using the ACTERYS Excel-Add in you can created reports and dashboards exactly as you need them with a live link to the “one version of the truth” Acterys model. Wishing all our customers a very happy and relaxing holiday period and sending you all big thanks for your support this year.

• Additionally, a key performance indicator (KPI) dashboard is available under Performance Reports in the Reports menu.
• You can create working papers and schedule the work that’s needed, such as requesting documents from clients.
• Similar to the QuickBooks ProAdvisor program, Xero’s partner program has multiple membership levels.

You can do this by navigating to the client’s Job in XPM → Edit Job → Paste the Invoice Reference Number into the Client Order Number field → Save. To rectify this, change the name on the invoice (or name in XPM) and follow Xero’s instructions to re-import the invoice here. To find out more information on how you can ensure you have met the conditions of each point in the checklist above continue reading the troubleshooting guide below.

Xero Practice Manager

Xero Practice Manager also integrates with more than 30 third-party apps, which you can use for collaborating with clients, tracking projects, providing financial forecasting and analysis, and simplifying client proposals. New Bronze-level partners (those who joined after April 1, 2022) get a 5% discount, while partners who joined before the date (foundation partners) will keep their 15% discount. Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software. The Acterys Apps enables you to design interactive dashboards using the market leading discovery tools (Power BI, Tableau) in minutes. These can include not just your accounting data but also any other relevant source for your organization. Obtaining a Power BI and Xero Practice Manager connector interface is lengthy and time-consuming.

If you maintain more than 4,000 Xero partner points, then you’ll achieve Group Platinum status with all the benefits of the Platinum status. This process will create cloud-based relational (based on MS SQL Server) and a multi-dimensional data model with your data. Make actionable decisions with Acterys and fast-track your plans and budgets.