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, Xero Tax 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 partner tools connected in one navigation — from Xero Tax 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
Run your firm's accounts on Xero for free and keep invoices, payments and client details in sync.
Create customised reports
Run standard reports or build your own — covering jobs, time, costs and productivity at a glance.
Integration with Xero Tax
Connect your jobs to your client tax returns to help improve job management workflows, giving you full visibility on one platform.
More about Xero Tax
Assign work to staff
Customise templates to create and assign jobs to staff and look up their schedules - all from within Xero Partner Hub.
- 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 pound value of all work in progress or segments of it
Integrate with Xero
Run your firm’s own accounts on Xero for free, and connect them directly to Xero Partner Hub.
- 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
FAQs about Xero Partner Hub + Practice Management
Xero Partner Hub plus Practice Management is available through the Xero partner programme. 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 for £99 per month for up to 10 users (excluding VAT). Visit the partner programme page to find out more and get started.
Xero Partner Hub plus Practice Management is available through the Xero partner programme. 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 for £99 per month for up to 10 users (excluding VAT). Visit the partner programme 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 and your practice's own Xero accounts.
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 and your practice's own Xero accounts.
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. Invoices sync 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. Invoices sync 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.
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