Practice Management
Calculation Cheat Sheet
A list of all the calculated fields in Link, and how the values are arrived at.
Xero Practice Manager
Why use Xero as a platform to run your accounting firm?
It is important to understand why you are choosing Xero, so you are committed to the journey.
Capacity
Link Practice + Xero Practice Manager Sync Types
Frequency and details for the 2-way sync between Link Practice and Xero Practice Manager.
Pricing
Accounting Industry Billing Models
Subscription vs Quoted vs Time-based Invoicing
Workflow
Why prioritised lists break when filters and groupings are added
Apples, Bananas and Pears
Xero Practice Manager
How to create a credit note in Xero Practice Manager
There are many reasons where a credit note may be required to be created in Xero Practice Manager (XPM). The reason for a credit notes determines how/...