Powerful practice management software

Xero Practice Manager is accounting practice management software that streamlines your workflows and boosts efficiency.

Features

• **Assign work to staff: **Customise templates to create and assign jobs to staff and look up their schedules using Xero’s practice management software. - 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: **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: **Run your firm’s own accounts on Xero for free, and connect them to Xero’s practice management software. - 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 Practice Manager
• **Create customised reports: **Run standard reports, customise sample reports, or build your own using Xero’s practice management software. - 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