Setting Up Xero Practice Management:
Jobs, Time, Billing and the Reports That Actually Matter
Recorded
1 x CPD point
- XPM overview — what it does and what it doesn't do
- Setting up job types and job templates for each service line (tax, BAS, bookkeeping, advisory)
- Time entry — how staff log time and why it matters even if you don't bill by the hour
- WIP and billing — converting time to draft invoices, billing workflows, write-offs
- The 3 reports every practice should run weekly, monthly and quarterly
- Common XPM setup mistakes and how to fix them
- How to get your team actually using it — the adoption problem
** This webinar will be recorded - all those that book will receive a copy of the recording after the event.
🔧 What's Inside the VIP Toolkit ($800+ Value)
📹 1. Smart Workflow Walkthroughs: XPM Reports in Action (Value: $200)
🤖 2. How to Use Claude AI to Review Your XPM Data (Value: $200)
📋 3. XPM Reporting Essentials Pack (Value: $250)
💡 4. Quick Start Implementation Guide (Value: $150)
With the VIP pack:
— You understand your data in 20 minutes every Monday
— Claude does the analysis (3 minutes, not 45)
— You catch problems before they cost money
— You see staff capacity issues before burnout hits
— You know exactly which services make money
Disclaimer:
Whilst we take great care in delivering accurate information in our webinars the information presented and any supplementary materials we may supply, are provided to registrants for educational and information purposes only. Nothing contained in our webinar is to be considered as the rendering of accounting advice for specific sets of circumstances and we recommend that you seek appropriate accounting advice that is tailored to your specific circumstances. No fiduciary relationship is formed by registration in any webinar or associated materials we provide.
