Xero Practice Manager (XPM)
By Aaron and 2 others3 authors10 articles
- Enhance Your Practice Management with Xero Practice Manager and XBert Integration
- Mapping XBert User Accounts to a Xero Practice Manager Account
- Configuring Xero Practice Manager Job LinkingLink each XBert process to an XPM job task so tasks link to the right XPM job and your team's time goes to XPM.
- Linking Xero Practice Manager Clients to XBert ClientsLink your XBert clients to their Xero Practice Manager (XPM) clients. Clients created in XPM aren't added to XBert, so add them in XBert first, then link them.
- Setting Up Time Tracking for Internal Time in XBert with XPMAdvice on how you can setup internal time and have this automatically update into XPM
- Leveraging Task-Month Labels and Quarter Conventions for Automatic Mapping to XPM TasksUsing XPM date labels and auto mapping with XBert
- XPM Unable to Connect to XBertFor users having trouble connecting XBert to their XPM account.
- Disconnecting XPMHow to disconnect and existing XPM integration
- How To: Import XPM roles and XPM Client GroupsSeamlessly import roles and client groups from XPM.
- How To: Override XPM Job Task Auto-MappingChange which XPM job and job task a task or XBert is linked to, for example when it's picked up a new financial year's job, so your team's time goes…