XBert

Set up alerts for client management, job delivery, invoicing, and task adherence.

A Xero Practice Manager (XPM) object represents the core entities of a professional services client relationship—including clients, their jobs, tasks, invoices, and time tracking. Together, these provide a full view of client engagements from onboarding through to billing and completion.

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🧑‍💼 Client (<code>XPMClient</code>)

- <code>clientId</code>, <code>clientConnectTenantId</code>, <code>clientTenantId</code>

- <code>clientName</code>, <code>clientAddress</code>, <code>clientCity</code>, <code>clientRegion</code>, <code>clientCountry</code>, <code>clientPostcode</code>
- <code>clientPostalAddress</code>, <code>clientPostalCity</code>, <code>clientPostalRegion</code>, <code>clientPostalCountry</code>, <code>clientPostalPostcode</code>

- <code>clientPhone</code>, <code>clientFax</code>, <code>clientWebsite</code>
- <code>clientReferralSource</code>

- <code>clientIsProspect</code>, <code>clientIsArchived</code>, <code>clientIsDeleted</code>

- <code>clientAccountManagerName</code>
- <code>clientJobManagerName</code>

- <code>clientTypeName</code>, <code>clientTypeCostMarkup</code>, <code>clientTypePaymentDay</code>, <code>clientTypePaymentTerm</code>

- <code>clientCreationTime</code>, <code>clientSourceLink</code>, <code>clientWebUrl</code>, <code>clientExportCode</code>

- Identifiers:
 - <code>clientId</code>, <code>clientConnectTenantId</code>, <code>clientTenantId</code>
- Client Details:
 - <code>clientName</code>, <code>clientAddress</code>, <code>clientCity</code>, <code>clientRegion</code>, <code>clientCountry</code>, <code>clientPostcode</code>
 - <code>clientPostalAddress</code>, <code>clientPostalCity</code>, <code>clientPostalRegion</code>, <code>clientPostalCountry</code>, <code>clientPostalPostcode</code>
- Contacts &amp; Communication:
 - <code>clientPhone</code>, <code>clientFax</code>, <code>clientWebsite</code>
 - <code>clientReferralSource</code>
- Status:
 - <code>clientIsProspect</code>, <code>clientIsArchived</code>, <code>clientIsDeleted</code>
- Account Managers:
 - <code>clientAccountManagerName</code>
 - <code>clientJobManagerName</code>
- Billing Client:
 - <code>clientBillingClientName</code>
- Type:
 - <code>clientTypeName</code>, <code>clientTypeCostMarkup</code>, <code>clientTypePaymentDay</code>, <code>clientTypePaymentTerm</code>
- Metadata:
 - <code>clientCreationTime</code>, <code>clientSourceLink</code>, <code>clientWebUrl</code>, <code>clientExportCode</code>

Invoices (<code>XPMInvoice</code>)

- Jobs (<code>XPMJob</code>)
- Invoices (<code>XPMInvoice</code>)

<code>invoiceIdPk</code>, <code>invoiceId</code>

Type &amp; Status: <code>invoiceType</code>, <code>invoiceStatus</code>

Dates: <code>invoiceDate</code>, <code>invoiceDueDate</code>, <code>invoiceCreationTime</code>

- <code>invoiceAmount</code>, <code>invoiceAmountTax</code>, <code>invoiceAmountIncludingTax</code>
- <code>invoiceAmountPaid</code>, <code>invoiceAmountOutstanding</code>

- <code>invoiceClientName</code>, <code>invoiceContactName</code>

- <code>invoiceIdPk</code>, <code>invoiceId</code>
- Type &amp; Status: <code>invoiceType</code>, <code>invoiceStatus</code>
- Dates: <code>invoiceDate</code>, <code>invoiceDueDate</code>, <code>invoiceCreationTime</code>
- Amounts:
 - <code>invoiceAmount</code>, <code>invoiceAmountTax</code>, <code>invoiceAmountIncludingTax</code>
 - <code>invoiceAmountPaid</code>, <code>invoiceAmountOutstanding</code>
- Client/Contact:
 - <code>invoiceClientName</code>, <code>invoiceContactName</code>

Identifiers: <code>jobId</code>, <code>jobIdPk</code>, <code>jobTenantId</code>

Details: <code>jobName</code>, <code>jobDescription</code>, <code>jobState</code>, <code>jobClientOrderNumber</code>

Dates: <code>jobStartDate</code>, <code>jobDueDate</code>, <code>jobCompletedDate</code>, <code>jobCreationTime</code>

Client/Contacts: <code>jobClientName</code>, <code>jobContactName</code>

Management: <code>jobManagerName</code>, <code>jobPartnerName</code>

- Identifiers: <code>jobId</code>, <code>jobIdPk</code>, <code>jobTenantId</code>
- Details: <code>jobName</code>, <code>jobDescription</code>, <code>jobState</code>, <code>jobClientOrderNumber</code>
- Dates: <code>jobStartDate</code>, <code>jobDueDate</code>, <code>jobCompletedDate</code>, <code>jobCreationTime</code>
- Client/Contacts: <code>jobClientName</code>, <code>jobContactName</code>
- Management: <code>jobManagerName</code>, <code>jobPartnerName</code>
- Links: <code>jobWebUrl</code>

- Tasks (<code>XPMJobTask</code>)
- Notes (<code>XPMJobNote</code>)

Captures additional information attached to a job.

<code>noteTitle</code>, <code>noteText</code>, <code>noteFolder</code>

<code>noteDate</code>, <code>noteCreationTime</code>, <code>noteCreatedBy</code>

- <code>noteIdPk</code>
- <code>noteJobId</code>
- <code>noteTitle</code>, <code>noteText</code>, <code>noteFolder</code>
- <code>noteDate</code>, <code>noteCreationTime</code>, <code>noteCreatedBy</code>

Represents specific work items under a job.

<code>taskIdPk</code>, <code>taskId</code>

Details: <code>taskName</code>, <code>taskDescription</code>, <code>taskEstimatedMinutes</code>, <code>taskActualMinutes</code>, <code>taskCompleted</code>, <code>taskBillable</code>, <code>taskFolder</code>

Dates: <code>taskStartDate</code>, <code>taskDueDate</code>, <code>taskCreationTime</code>

- <code>taskIdPk</code>, <code>taskId</code>
- Details: <code>taskName</code>, <code>taskDescription</code>, <code>taskEstimatedMinutes</code>, <code>taskActualMinutes</code>, <code>taskCompleted</code>, <code>taskBillable</code>, <code>taskFolder</code>
- Dates: <code>taskStartDate</code>, <code>taskDueDate</code>, <code>taskCreationTime</code>

Task Times (<code>XPMJobTaskTime</code>)

- Task Times (<code>XPMJobTaskTime</code>)

⏱️ Job Task Time (<code>XPMJobTaskTime</code>)

Represents logged time entries against tasks.

Job/Task Link: <code>timeJobId</code>, <code>timeJobName</code>, <code>timeJobTaskName</code>

Details: <code>timeMinutes</code>, <code>timeNote</code>, <code>timeBillable</code>

Dates: <code>timeDate</code>, <code>timeStart</code>, <code>timeEnd</code>, <code>timeCreationTime</code>

Invoice Links: <code>timeInvoiceTaskName</code>

- <code>timeIdPk</code>
- Job/Task Link: <code>timeJobId</code>, <code>timeJobName</code>, <code>timeJobTaskName</code>
- Staff: <code>timeStaffName</code>
- Details: <code>timeMinutes</code>, <code>timeNote</code>, <code>timeBillable</code>
- Dates: <code>timeDate</code>, <code>timeStart</code>, <code>timeEnd</code>, <code>timeCreationTime</code>
- Invoice Links: <code>timeInvoiceTaskName</code>
- Weblink: <code>timeWebUrl</code>

<code>taskId</code>, <code>taskName</code>, <code>taskDescription</code>

<code>estimatedMinutes</code>, <code>actualMinutes</code>, <code>completed</code>, <code>billable</code>, <code>folder</code>

<code>startDate</code>, <code>dueDate</code>, <code>taskCreationTime</code>

- <code>taskId</code>, <code>taskName</code>, <code>taskDescription</code>
- <code>estimatedMinutes</code>, <code>actualMinutes</code>, <code>completed</code>, <code>billable</code>, <code>folder</code>
- <code>startDate</code>, <code>dueDate</code>, <code>taskCreationTime</code>

Xero Practice Manager (XPM)

XBert.io

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Xero Practice Manager (XPM)

Key Entities & Properties

🧑‍💼 Client (`XPMClient`)

📄 Invoice (`XPMInvoice`)

📋 Job (`XPMJob`)

📝 Job Note (`XPMJobNote`)

✅ Job Task (`XPMJobTask`)

⏱️ Job Task Time (`XPMJobTaskTime`)

🔧 Task (`XPMTask`)

Xero Practice Manager (XPM)

Key Entities & Properties

🧑‍💼 Client (XPMClient)

📄 Invoice (XPMInvoice)

📋 Job (XPMJob)

📝 Job Note (XPMJobNote)

✅ Job Task (XPMJobTask)

⏱️ Job Task Time (XPMJobTaskTime)

🔧 Task (XPMTask)

🧑‍💼 Client (`XPMClient`)

📄 Invoice (`XPMInvoice`)

📋 Job (`XPMJob`)

📝 Job Note (`XPMJobNote`)

✅ Job Task (`XPMJobTask`)

⏱️ Job Task Time (`XPMJobTaskTime`)

🔧 Task (`XPMTask`)