Xero Practice Manager Implementation
Overview
This video is an introduction to the implementation program including an overview of what will be covered.
Module 1 - Overview
1. What is Xero Practice Manager?
In this video we cover what is Xero Practice Manager at a high level.
2. Limitations of XPM
In this video we look at the limitations of Xero Practice Manager so we are aware of these up front.
3. Is XPM right for my practice?
In this video we follow up the previous video to understand if Xero Practice Manager will be the right solution for you practice.
Module 1 - Overview
4. Need Further Help?
In this video we explain how to get further help if you get stuck.
Module 3 - Core Knowledge
5. Navigation Overview
In this video we take a look through Xero Practice Manager to get familiar with the navigation.
6. Clients, Jobs and Tasks
In this video we run through Clients, Jobs and Tasks to provide an understanding of how jobs are structured in Xero Practice Manager.
7. Billable vs Non-Billable Time
In this video we discuss Billable vs Non-Billable Time, specially looking at how these impact your work in progress.
8. The WIP Ledger
In this video we discuss the WIP Ledger. This is fundamental to understanding how write ups and write offs are allocated in Xero Practice Manager.
9. Setting up Jobs
In this video we discuss how to set up jobs in Xero Practice Manager. We run through each of the fields in the job, and also talk about how to think about jobs as engagements you have with your clients.
10. Entering Time and Costs
In this video we discuss how to enter time and costs to ensure your WIP entries are accurate.
11. How to Invoice in XPM
In this video we discuss how to invoice in Xero Practice Manager to keep your WIP records accurate.
12. Recurring Invoices in Xero
In this video we discuss how to set up recurring invoices in Xero to ensure they sync back to the correct jobs in Xero Practice Manager.
13. Biggest Mistakes when Invoicing
In this video we cover the biggest mistakes people make when invoicing, and how these invoices impact your WIP and your reporting.
14. How to Schedule your Workflow
In this video we look at how to schedule your Workflow in Xero Practice Manager using tasks and their due dates.
15. 5 Steps for Successful Jobs
In this video we look at the 5 steps for successful job setup, and 5 steps for successful job close-out.
Module 3 - Setup
16. Implementation Process Overview
In this video we look at the process for your implementation to ensure it goes smoothly.
17. Start a trial of XPM
In this video we look at how to get your Xero Practice Manager account created.
18. Organisation Settings
In this video we look at the organisations settings in Xero Practice Manager to ensure these are setup correctly.
19. Tasks
In this video we look at how to set up tasks correctly in Xero Practice Manager.
20. Staff
In this video we look at your staff list, the permissions and how to invite staff to Xero Practice Manager.
21. Job Categories
In this video we look at how to set up your job categories that allows you to easily filter your WIP.
22. Job Templates
In this video we look at how to set up job templates. This is one of the most important things to get correct in your setup.
23. Job States
In this video we look at how to set up job states to improve your workflow when using Xero Practice Manager
24. Custom Fields
In this video we look at how to utilise custom fields to capture non-standard information on jobs, clients, and other areas of Xero Practice Manager.
25. Xero Integration
In this video we look at how to setup the Xero Integration correctly while avoiding the common pitfalls.
26. Importing Clients
In this video we look at how to import clients into Xero Practice Manager using a CSV.
27. Internal Jobs
In this video we look at how to setup internal jobs so time is captured correctly.
28. Setting up Bulk Jobs
In this video we look at how to set up jobs in bulk for your go live or the start of the financial year.
29. Training Your Team
In this video we look at how to train your team on Xero Practice Manager. If you would prefer to have your team watch video training, use the link below.
30. Importing Your WIP
In this video we look at how to import your historical WIP from your old Practice Manager system.
31. Reporting
In this video we look at how to use the report builder in Xero Practice Manager
32. Link Reporting Overview
In this video we look at Link Reporting which integrates with Xero Practice Manager to provide insights into your practices performance.