Xero Practice Manager
Xero Practice Manager enhances accounting practice efficiency by streamlining workflows and task management. Users can allocate jobs with due dates, track hours worked, and seamlessly convert them into invoices. With customizable templates and comprehensive reporting, it integrates effortlessly with Xero tools and over 30 third-party apps, optimizing client and staff management.
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Top Xero Practice Manager Features
- Job allocation with due dates
- Time recording and invoicing
- Sync invoices and payments
- Customizable reporting options
- Customizable job templates
- Integration with Xero HQ
- Integration with Xero Workpapers
- Data exchange with third-party apps
- Custom-branded document creation
- Manage compliance workflows
- Monitor staff schedules
- Free access for silver partners
- Starter plans for smaller firms
- Workflow configuration flexibility
- Invoicing by time duration
- Progress invoicing capabilities
- Task configuration in workflows
- Partner consulting setup assistance
- Trial period for new partners
- Free trial for existing partners
