Practice Connect
FAQ and getting setup
By Alex1 author21 articles
- Onboarding a New Client in Practice Connect
- How to Delete a Cost in Practice Connect
- How to Create a Tracking Category for Costs in Practice Connect
- How to Define a Custom Job State in Practice Connect
- How to Update Job States in Practice Connect
- How Is Mapping Different in Practice Connect to Recharges
- What Are the Different Cost Tracking Statuses in Practice Connect
- How to Mark Costs as Non-Billable in Practice Connect
- Why Do I Want to Track a Cost as Non-Billable?
- How Do I Move a Cost From 'Unmapped' in the Costs Table?
- How Long Does It Take for Invoices to Appear Against a Job in XPM
- Steps to Add a Missing Customer in Practice Connect
- Invoices Are Showing as Miscellaneous in Xero Practice Manager (XPM) Instead of Against a Job
- Pending Action Status on Costs in Practice Connect
- Practice Connect: Sync Error Caused by WIP Locked in XPM
- Do You Need to Create New XPM Jobs for the New Financial Year?
- How to Export Your Practice Connect Jobs List to CSV
- How to Handle Old Costs in Xero Practice Manager
- How to review and update costs from remapped clients in Practice Connect
- Using your own XPM jobs in Practice Connect
- How To Offboard a Client From Practice Connect