Xero Practice Manager (XPM) has been specifically designed for use by accountants. Working with Bridge3 as implementation partners, XPM offers a simple to use, intuitive system which will help you to increase your practice efficiency, saving you time and money.
Key areas where XPM can assist your accountancy practice include:
- Improved practice costs or efficiency savings (even if using IRIS)
- Manage clients and prospective relationships
- Reporting on WIP and full understanding of this
- Full Recovery reporting
- Consistent and transparent Workflows
- Job Profitability Look up
- Staff v Client dashboard data
- Paperless Office
- Free use of Workpapers
- Job Templates
- Job Statuses at a glance
- Job Tasks and Milestones
- Invoice Templates (invoice direct from XPM and link to Xero)
- Cloud based (access anytime, anywhere)
- Flexible and customisable to practice demands
- Eco System of other Apps that work seamlessly with XPM
- Plan production and maximise utilisation of resource
- Plan future workflow to identify resource needed
Our sister company Thorne Widgery Accountancy Ltd has been aided by Bridge3 for the past 5 years on workarounds, improvements and clever use of functionality.
Bridge3 can enhance and bespoke XPM according to your practice demands by:
- Building reports for your use and introducing the concept of bespoke reporting
- Production planning reports
- Job budgets or job stages and costs reports
- Job inter-departmental budgets report (accounts, audit, payroll, tax)
- Automated reports
- Improving KYC (Know Your Customer) and Compliance reporting
- Creating bespoke job and invoice templates
- Producing Graph and KPI reports
- Providing a Job rollover system with budget & resource requirements for next year
- Enhancing workflows and automating job creation
- Providing limitless custom fields (client) – aiding compliance and marketing
