One central place to manage jobs, time and billing.
Xero Partner Hub plus Practice Management brings jobs, time and billing into the same platform as your client management and compliance tools. Centralised records give you one connected view across every client and workflow - so you spend less time switching between tools.
- Widgets highlight what needs your attention — so you know where to focus
- All your tools connected in one navigation - from client work to practice management
- Walk into every meeting prepared — ask JAX to surface insights you need, right from your homepage, in beta
Xero Partner Hub + Practice Management
Assign work to staff
Customise templates, assign jobs to staff and track schedules - so everyone knows what to work on and when.
Track and invoice time
Record time by duration or start and stop, then convert it into progress or final invoices automatically.
Integrate with Xero
Sync invoices, payments and client details with your free practice organisation.
Create customised reports
Run standard reports or build your own - covering jobs, time, costs and productivity at a glance.
Assign work to staff
Assign jobs to your staff and monitor progress - view their availability, set deadlines and milestones, and track billable time all in one place.
- View the jobs that are scheduled, plus see related tax returns
- Set task deadlines and milestones, assign staff, and mark complete
- See productivity targets and actual billable time on the dashboard
Track and invoice time
Enter time on jobs by duration or by start and stop time, and convert it into progress or final invoices.
- Enter a fixed price or use rates and markups to automatically calculate invoices
- Create task descriptions to automate entering tasks into invoices
- View the dollar value of all work in progress or segments of it
Integrate with Xero
Connect Xero Partner Hub to your firm's Xero accounts - run them for free and sync invoices and client details automatically.
- Customise how data syncs between the two
- Share invoices, key client details and more
- Invoices marked as paid in Xero show as paid in Xero Partner Hub
Create customised reports
Run standard reports, customise sample reports, or build your own - all within Xero Partner Hub.
- Create reports specific to each client including jobs, time, and costs
- Get reports on productivity, recoverable costs and internal time
- Include charts in reports so they’re easy to understand at a glance
More about Xero Partner Hub + Practice Management
Xero Practice Manager has been integrated into Xero Partner Hub. Everything you know and use stays the same - the tools for managing jobs, time, invoicing and staff scheduling work exactly as before. You now have the added benefit of having it all connected with your client management and compliance tools in one unified platform, with a new homepage to surface what matters most.
Xero Practice Manager has been integrated into Xero Partner Hub. Everything you know and use stays the same - the tools for managing jobs, time, invoicing and staff scheduling work exactly as before. You now have the added benefit of having it all connected with your client management and compliance tools in one unified platform, with a new homepage to surface what matters most.
Xero offers a number of migration options to import client, tax and comprehensive practice data into Xero Partner Hub so your practice keeps running with minimal downtime during the transition.
Practice Management in Xero Partner Hub is highly configurable, and we recommend getting in touch with your Xero partner team to discuss implementation options, following our best practice approach for the best user experience. Included in these options are configured job statuses, job categories, and job templates, as well as the ability to provide branded documents including quotes, invoices, tax letters, and engagement letters.
Xero offers a number of migration options to import client, tax and comprehensive practice data into Xero Partner Hub so your practice keeps running with minimal downtime during the transition.
Practice Management in Xero Partner Hub is highly configurable, and we recommend getting in touch with your Xero partner team to discuss implementation options, following our best practice approach for the best user experience. Included in these options are configured job statuses, job categories, and job templates, as well as the ability to provide branded documents including quotes, invoices, tax letters, and engagement letters.
Extend Xero Partner Hub plus Practice Management with apps from the Xero App Store - document management, proposal tools, client onboarding and more. Connect with your preferred practice apps to support your workflow.
Extend Xero Partner Hub plus Practice Management with apps from the Xero App Store - document management, proposal tools, client onboarding and more. Connect with your preferred practice apps to support your workflow.
FAQs about Xero Partner Hub + Practice Management
Xero Partner Hub plus Practice Management is available through the Xero partner program. It's included free for practices at Silver, Gold or Platinum level. If you're new to Xero or at Bronze level, you can try it free for 14 days, then subscribe one user for $65/month, three users for $99/month, or up to 10 users for $149/month. These prices exclude GST. Xero Tax and Xero Workpapers, powered by BGL, are included at no extra cost. Visit the partner program page to find out more and get started.
Xero Partner Hub plus Practice Management is available through the Xero partner program. It's included free for practices at Silver, Gold or Platinum level. If you're new to Xero or at Bronze level, you can try it free for 14 days, then subscribe one user for $65/month, three users for $99/month, or up to 10 users for $149/month. These prices exclude GST. Xero Tax and Xero Workpapers, powered by BGL, are included at no extra cost. Visit the partner program page to find out more and get started.
Practice Management includes job tracking, task assignment, staff scheduling, time entry and invoicing, work in progress reporting, and customisable job templates and workflows. It connects with Xero Partner Hub's client management tools, Xero Tax, Xero Workpapers and your practice's own Xero accounts. Xero Tax and Xero Workpapers are included at no extra cost.
Practice Management includes job tracking, task assignment, staff scheduling, time entry and invoicing, work in progress reporting, and customisable job templates and workflows. It connects with Xero Partner Hub's client management tools, Xero Tax, Xero Workpapers and your practice's own Xero accounts. Xero Tax and Xero Workpapers are included at no extra cost.
Practice Management is built into Xero Partner Hub and driven off the same central set of client information as everything else in your hub. Jobs connect to tax returns in Xero Tax. Workpapers sync with compliance workflows. Invoices can be synced with your practice's Xero accounts. Everything runs from one client record - no double entry, no switching between systems, and it's all designed to stay up to date automatically.
Practice Management is built into Xero Partner Hub and driven off the same central set of client information as everything else in your hub. Jobs connect to tax returns in Xero Tax. Workpapers sync with compliance workflows. Invoices can be synced with your practice's Xero accounts. Everything runs from one client record - no double entry, no switching between systems, and it's all designed to stay up to date automatically.
Our partner consulting team will work with you to configure Practice Management properly - setting up jobs, workflows and templates that fit how your practice works. An in-product tour guides you through the platform on arrival, with Xero Central and our team on hand for support whenever you need it.
Our partner consulting team will work with you to configure Practice Management properly - setting up jobs, workflows and templates that fit how your practice works. An in-product tour guides you through the platform on arrival, with Xero Central and our team on hand for support whenever you need it.
Yes. Practice Management can be added at any stage. If you're already using Xero Partner Hub, you can upgrade to Xero Partner Hub plus Practice Management through your subscription settings.
Yes. Practice Management can be added at any stage. If you're already using Xero Partner Hub, you can upgrade to Xero Partner Hub plus Practice Management through your subscription settings.
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero.
JAX is Xero's AI finance partner, available in beta in Xero Partner Hub. Ask JAX to summarise client information, generate financial insights across your clients, and get quick answers anywhere you use JAX across Xero.
Yes. Xero Practice Manager is now Xero Partner Hub plus Practice Management. We've integrated it into Xero Partner Hub so you can manage jobs, time and billing alongside your client information and compliance tools—all in one connected platform. Everything you use remains the same; you'll just have more connected tools and a unified experience. If you're already using Xero Practice Manager, you'll transition automatically to Xero Partner Hub plus Practice Management.
Yes. Xero Practice Manager is now Xero Partner Hub plus Practice Management. We've integrated it into Xero Partner Hub so you can manage jobs, time and billing alongside your client information and compliance tools—all in one connected platform. Everything you use remains the same; you'll just have more connected tools and a unified experience. If you're already using Xero Practice Manager, you'll transition automatically to Xero Partner Hub plus Practice Management.
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