Allocate jobs and tasks together with due dates.
Record hours worked and convert them to invoices.
Keep invoices, payments and clients in sync.
Run standard reports or build your own.
Quickly create jobs from templates and assign them to staff members. Look up staff schedules.
Choose how your practice enters time on jobs – by duration, or by start and stop time – and convert it into progress or final invoices.
Connect Xero Practice Manager to your firm’s own Xero practice organization when you run your accounts on Xero.
Run standard reports, customize sample reports, or use the report builder to create your own from scratch.
Xero Practice Manager is highly configurable – it can be set up to match your practice workflow and operations. We recommend using our 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.See how to create a custom document template
Exchange data between Xero Practice Manager and other Xero practice tools, Xero HQ and Xero Workpapers. Plus integrate with over 30 third-party apps including proposal, onboarding, and document management apps.See practice management apps in the Xero app marketplace
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.See how to use the Xero Practice Manager app
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/month for up to 10 users. Xero Workpapers is included at no extra cost.Find out about the Xero partner program
Xero Practice Manager is free for accounting and bookkeeping practices who have reached silver, gold or platinum status on the Xero partner program. If you're an existing Xero partner you can log in and try it free for 14 days.