Xero Practice Manager (XPM)
By Aaron and 1 other2 authors11 articles
- Enhance Your Practice Management with Xero Practice Manager and XBert Integration
- How To: Turn On Xero Practice Manager IntegrationFor linking XBert to XPM
- Mapping XBert User Accounts to a Xero Practice Manager Account
- Configuring Xero Practice Manager Job LinkingConfiguring Xero Practice Manager Job Linking
- Linking Xero Practice Manager Clients to XBert Clients
- 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-MappingFor linking a task in XBert to a different job in XPM.