How to Handle Old Costs in Xero Practice Manager
If you notice old costs from Xero Practice Manager (XPM) appearing on a current invoice, it's likely because those costs were recently synced to Practice Connect for the first time — even though the work was completed in a prior period.
Why this happens
When Practice Connect syncs costs from XPM, it picks up any costs that haven't been tracked yet. If you've been manually importing costs from prior periods outside of Rechargly, Practice Connect may pull them in again and add them to the next invoice as a duplicate.
How to fix it
Option 1: Mark the old costs as non-billable in Practice Connect
Go to Practice Connect Costs
Find the old costs (you can sort by date to identify them)
Mark them as Non-Billable so they won't appear on future invoices
Option 2: Delete the old costs
Go to Practice Connect Costs
Select all the old costs you want to remove
The costs will be marked as deleted
Note: In Xero Practice Manager, you can't delete a cost. You can, however, change the amount to zero.