Speaker & Key Outcomes

Jamie Louw has been implementing XPM for Xero Partner Practices since 2021 and has worked on so many XPM implementations we lost count!

  • Discover how to extract valuable data from Xero Practice Manager for client profitability.

  • Master the art of analysing staff performance using XPM.

  • Learn effective strategies for WIP Management through Xero Practice Manager & Xero.

  • Receive answers to some frequently asked questions about XPM functionality & reporting.

Time Logging in XPH

8 October 2026: 11:00 - 12:00

Many firms log time simply because they have to. In this session, we’ll show you how to make time tracking work for your practice by turning time data into meaningful insights that drive better decision-making, profitability, and efficiency.

Staff Performance Insights with XPM

12 November 2026: 11:00 - 12:00

One of the biggest advantages of working in a professional services environment is the ability to gain clear insights into how your team is performing. With the right tools in place, tracking time and performance can provide valuable data that helps your practice run more efficiently and profitably - Unlock Better Staff Performance Insights with XPH.

Building Custom Reports

11 February 2027: 11:00 - 12:00

Custom reporting is a powerful way to gain better insights into your practice, and in this session, we’ll show you how to tailor your reports to suit your specific business needs.

Client Data & Use of Custom Fields

11 March 2027: 11:00 – 12:00

In this session, we focus on Client Data in XPH and sharing practical ways to keep your client information organised, accurate, and easy to manage.

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