Knowledge Base Content

    1. Terms & Conditions

      FREE PREVIEW

    2. Montly Webinars

      FREE PREVIEW

    3. XPM Community

      FREE PREVIEW

    4. Updates & Maintenance

      FREE PREVIEW

    5. Tips & Tricks

      FREE PREVIEW

    6. Introduction to XPM

      FREE PREVIEW

    1. Data Sources & Sync

    2. Maintaining the Client Database

    1. Creating or Updating a Client Profile

    2. Understanding Contacts in XPM

    3. Custom Fields on Clients

    1. General Settings in XPM

    2. Practice Settings

    3. Client Settings

    4. Job Settings (Video Coming Soon!)

    5. Task Settings (More Content Coming Soon!)

    6. Staff Settings

    7. Capacity Planner

    8. Custom Fields in XPM

    9. Notifications

    10. Personalisation Settings

    11. Connection Settings

    1. Job Templates

    2. The Job Manager in XPM

    3. Recurring Jobs

    4. Internal Job

    1. Menu & Dashboard

    2. Logging Time

    3. Logging Ad Hoc Time

    4. Allocating Costs to a Job

XPM Knowledge Base

  • 40 lessons

Course Outcomes

We aim to achieve the following through our XPM knowledge base

  • Ensure users understand their data and can interpret reports to make better business decisions

  • Create an understanding of the functionality of XPM and how user input and processes can affect data output

  • Provide guidance on best practices for maximum automation, optimisation and reporting capabilities. Resources included.

  • Provide troubleshooting techniques to resolve data discrepancies, data duplications and sync errors between XPM and Xero

  • Includes video tutorials to train new staff and assist with the maintenance of the software internally

Also Included in Subscription

Your subscription to the XPM Knowledge Base will include not only access to the knowledge base content, it also includes additional benefits to support you on your XPM journey!

  • Monthly Webinar on XPM

    Subscribers will receive access to attend our monthly, informative webinar on XPM where we share tips, answer questions and provide additional training

  • Unlimited XPM Support

    Subscribers receive access to our XPM community discussions platform where you can ask our consultants as many questions as you like for guidance & support

  • Content Recommendations

    Subscribers can submit their queries and content recommendations for our team to address and include in future content

What our clients have to say

If you are still unsure whether you can benefit from this knowledge base, see what our clients have to say about this course

“Working with the Nyfti team and leveraging their comprehensive XPM knowledge base has been transformative for our business. We now have real-time insights, more accurate billing, and confident team leaders. The more you invest in the process, the greater the return.”

Matthew Barlow, Bizrev Accounting

FAQ

  • Why is this knowledge base not part of Xero Central?

    Nyfti is a third party consulting agency that specialises in Xero, integrations to Xero, and the implementation of Xero Practice Manager. Nyfti is a registered, and award winning, app implementation partner and has done many XPM implementations on behalf of Xero for Xero Partners.

  • Will this knowledge base teach me to set up my own XPM?

    This knowledge base is not aimed at teaching you how to facilitate an XPM implementation from scratch, but it can definitely assist you in understanding the process and setup implications. The purpose of the knowledge base is to assist users with the maintenance, optimisations and reporting in XPM.

  • How do I get an XPM account?

    XPM, or Xero Practice Manager, is only available to Xero Accounting Partners. If you are already a Xero partner, you can contact your Xero Account Manager for assistance.