Xero Practice Manager helps streamline the management of client jobs, practice workflows, timesheets, and invoicing. The software lets you assign work to staff, track and invoice time, integrate with Xero for invoicing and payments, and create customized reports.
Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency. Use the Xero Practice Manager app for access to your account, anytime, anywhere. Record time and manage your jobs and tasks, and view your clients all from your phone.
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Xero Practice Manager Features
- Allocate jobs and tasks with due dates
- Record hours worked and convert them to invoices
- Assign work to staff
- Invoicing
- Payments
- Client management
- Reporting
Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. Xero recommends using a partner consulting team to create the optimal setup for your practice. You can configure tasks in the workflow, job statuses, job categories and job templates. You can also set up custom-branded documents including quotes, invoices, job briefs, tax letters and engagement letters.
The Practice Manager can be integrated with other Xero products for a full range of functionality coverage.
Xero Practice Manager Pricing
As a Xero partner, there’s no charge for Xero Practice Manager once you reach silver partner status. New Xero partners and those at bronze level can try Xero Practice Manager free for 14 days, then subscribe for USD $149 per month for up to 10 users. Xero Workpapers is included at no extra cost.
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