Manage your accounting practice efficiently
Use Xero Practice Manager to streamline managing client jobs, practice workflows, timesheets and invoicing.
Watch the Xero Practice Manager video
Assign work to staff
Allocate jobs and tasks together with due dates.
Track and invoice time
Record hours worked and convert them to invoices.
Integrate with Xero
Keep invoices, payments and clients in sync.
Create customized reports
Run standard reports or build your own.
Assign work to staff
Quickly create jobs from templates and assign them to staff members. Look up staff schedules.
- View the jobs that are scheduled, plus who’s assigned to them
- Set task deadlines and milestones, notify staff, and mark complete
- See productivity targets and actual billable time on the dashboard
Track and invoice time
Choose how your practice enters time on jobs – by duration, or by start and stop time – and convert it into progress or final invoices.
- Automatically calculate amounts to invoice using staff or task rates and markups or enter a fixed price
- Create and use standard 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 Practice Manager to your firm’s own Xero practice organization when you run your accounts on Xero.
- Customize how data syncs between the two
- Share invoices, key client details and more
- Invoices marked as paid in Xero show as paid in Xero Practice Manager
Create customized reports
Run standard reports, customize sample reports, or use the report builder to create your own from scratch.
- 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 Practice Manager
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 templateExchange 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 marketplaceUse 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 appAs 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
Start using Xero Practice Manager for free
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.
